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Everything from SuperRatings

Super returns fall as threat of trade war looms

From SuperRatings

Monthly superannuation returns turned negative for the month of February. Despite an uncertain environment, it was only the second negative monthly return for the financial year; however, it was clear

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11 Mar 2025

Top performers revealed as super funds charge through 2024 with double digit returns

From SuperRatings

Despite a post-Christmas stumble resulting in December returns falling into the red, it was full steam ahead for funds over 2024 with returns boosting member balances in 10 out of the

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20 Jan 2025

Fund returns roll on toward strong full year result

From SuperRatings

Returns bounced back in November following the subdued October return, led by the strong performance of international shares, particularly in the US, following the outcome of the US presidential election.

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09 Dec 2024

International shares bolster fund returns in October

From SuperRatings

Funds faced a tougher market over October with superannuation research house SuperRatings estimating that the median balanced option returned 0.3% to members over the month. Most asset classes reported negative

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12 Nov 2024

Funds deliver strong quarterly return despite uncertain environment

From SuperRatings

Historically September has been a more subdued month for superannuation returns, however funds have delivered for members this year with superannuation research house SuperRatings estimating that the median balanced option

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09 Oct 2024

August jitters dampen positive July returns

From SuperRatings

After a strong FY24 result, super funds made a good start to the new financial year with leading superannuation research house SuperRatings estimating that the median balanced option returned 1.9%

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16 Aug 2024

Super funds lock in strong returns over June

From SuperRatings

Super funds have delivered stronger than expected returns with the losses from the start of the financial year now a distant memory, and despite renewed fears around the trajectory of

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04 Jul 2024

Super funds stabilise returns in May

From SuperRatings

Markets saw an improvement over May following April losses as equities stabilised. While not enough to fully regain the -1.6% fall in April, leading superannuation research house SuperRatings estimates that

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12 Jun 2024

Super balances see continued growth in March

From SuperRatings

Super funds once again delivered a boost to members in March with another month of investment gains. Leading superannuation research house SuperRatings estimates that the median balanced option generated a

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16 Apr 2024

Super returns continue their advance in February

From SuperRatings

Super returns maintained their momentum over the month as confidence that inflation is coming under control continued to build. Leading superannuation research house SuperRatings estimates that the median balanced option

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07 Mar 2024

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CPD: Tax and Self-Managed Super Funds
Super assets reached $4.2 trillion at the end of 2024, with SMSF assets forming roughly one third of the superannuation savings pool and exhibiting a six percent year on year [...]
CPD: Conflicts of interest – preparing for ASIC’s overhaul of RG 181
Introduction In late 2024, ASIC announced[1] it would be consulting with licensees and other stakeholders as part of its review and update of several Regulatory Guides, including RG 181- Licensing: [...]
CPD: Listed investments and the ethical practice
The announcement of tariffs to be imposed by the US heralded increased volatility across global financial markets. In such an environment, investors may be more likely to scrutinise the advice [...]
CPD: Trend following investments – patience is a virtue
Trend following strategies have several properties desirable to investors, particularly during periods of market volatility. In this article from GSFM’s investment partner Man Group explains why patience is a virtue [...]
CPD: The private credit zeitgeist
Private credit has been the topic de jour, with new funds being launched regularly over the past two to three years. What’s behind the sudden rise in the number of [...]