Article list

Super’s trillion dollar decade, but members must be wary of risks

Super funds have had a convincing finish to what was a bumpy 2019 financial year, with an improvement in sentiment and a rallying share market in June helping funds over the line with solid returns. A promising 2.0% gain in the September 2018 quarter seemed to vanish before members’ eyes as funds suffered a 4.7% […]

18 Jul 2019

Super funds look to move past forgettable financial year

From SuperRatings

A world-beating performance from Australian shares has been overshadowed by the re-emergence of geopolitical uncertainty and a wave of risk aversion in global markets, leading to softer performance for super funds in the final stretch of the financial year. According to estimates from leading superannuation research house SuperRatings, the typical balanced option return was -0.7% […]

18 Jun 2019

Superannuation facing grim financial year as markets flatten

From SuperRatings

Despite a recovery in the March quarter, superannuation funds are heading for a disappointing 2018-19 financial year, with global growth challenges and a loss of market momentum meaning funds will struggle to make up for sharp losses in the December quarter. According to estimates from leading superannuation research house SuperRatings, balanced option returns were largely […]

18 Apr 2019

The cost of ‘sustainable’ super may not match performance

From SuperRatings

Super members searching for a ‘sustainable’ investment fund are exposed to the same challenges as those in more traditional funds with the sector delivering a wide range of performance outcomes and charging a range of fees, according to new research on the sector by superannuation research house SuperRatings. The SuperRatings research reveals that the median […]

27 Mar 2019

Super funds fully recovered from sell-off

From SuperRatings

Super funds have emerged from the recent market downturn in top shape, recovering from a string of losses suffered in late 2018 as investors regained confidence and share markets were bolstered by a generally positive earnings season. February’s median Balanced option return of 2.6% was the highest monthly return since July 2016, while the median […]

22 Mar 2019

Super funds report first gains in 5 months

From SuperRatings

Super members have escaped a fifth straight month of negative returns as market volatility turned in their favour over January, helping to claw back losses suffered in late 2018. The latest data from superannuation research house SuperRatings reveals major fund categories all enjoyed strong growth in the first month of the year. The median return […]

22 Feb 2019

Volatility the new normal as super returns take a hit

From SuperRatings

Super members suffered sharp declines in December 2018, pushing many into negative territory for the year, with the likelihood of further losses over coming months as market volatility and political risk continue to challenge the outlook. The latest data from superannuation research house SuperRatings, reveals major fund categories all suffered declines in December 2018, contributing […]

23 Jan 2019

Second straight monthly loss for super members as volatility becomes the new normal

From SuperRatings

Super members have suffered their second straight month of negative returns and are now firmly in the red for the financial year as market volatility and political uncertainty weighs on market sentiment. Nonetheless, super members remain well ahead over the long term with $100,000 invested ten years ago in any number of funds still worth […]

21 Nov 2018

Fund of the Year winners announced

From SuperRatings

SuperRatings has announced the winners of the Fund of the Year awards, which recognise excellence in the superannuation and retirement industries. The winners were announced at a gala dinner held at Melbourne’s Grand Hyatt. Also announced is the Pendal Retirement Innovation Award, which recognises those individuals who are supporting the future of the superannuation industry […]

01 Nov 2018

Super sector faces rising costs as funds fight for active members

From SuperRatings

Super funds are battling to improve active member ratios while operating costs per member are rising across the sector, with long-term implications for the sustainability of smaller funds. These are just some of the findings to be released today from the SuperRatings’ annual review of funds to a gathering of superannuation industry executives, fund managers and policy makers. […]

31 Oct 2018