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Category: Retail Super Funds

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Three key issues with S&P’s index v passive scorecard

The SPIVA Scorecard suggests that most Australian actively-managed funds underperform comparable market indexes, but this analysis can be challenged by a number of key assumptions.

Industry funds capitalise on Commission wins

The Royal Commission has severely damaged the reputations of many retail funds. While the CEO of the peak body for industry funds is not complacent, battles have been won.

New role for outcomes test and member goals

Recent regulatory proposals expand the existing scale test to an outcomes test by determining annually whether the fund’s MySuper products are meeting the clients’ best interests. Similar tests can apply to SMSFs. 

Super fund directors and Independents’ Day

The mandating of independent directors for Australian super funds is facing resistance. While it's difficult to define 'independence', global experts on board governance provide support for the government's stance.

Peter Costello’s swipe at super funds

Extracts from Peter Costello's talk to super fund executives, where he criticises their self-interest and poor handling of the super policy debate. And from a prior speech, he backs Nick Sherry's call for simplicity.

Deposit guarantee bill passes but not for super funds

The government guarantee on deposits has finally been legislated and based on information released by APRA you'd be forgiven for assuming that superannuation bank deposits would be covered. Not necessarily.

Retaining some features of Defined Benefit funds

Defined benefit funds will be scarce in the future but their features shouldn't be forgotten. Defined contribution funds should be incorporating some of these features to their members' advantage as well their own.

Are public super funds tax efficient?

Research shows most super fund Investment Managers consider tax implications when making their investment decisions. With the right tax knowledge and confidence, they could achieve even greater tax efficiency.

APRA still resisting ‘retail’ deposits in public super funds

APRA's decision to continue to class deposits in public super fund as 'non-retail' makes it difficult for them to compete with banks and SMSFs. However, some in the industry still believe trustees can take a stand.

Super funds need a member engagement makeover

The top priority for all superannuation funds is improving member engagement, but most need to improve their techniques. It's one way to reduce the leakage of members, especially to SMSFs.

The state of play in the funds management industry

The funds management industry is undergoing consolidation and evolving rapidly, under pressure to provide better service and high returns while cutting costs. Chris Cuffe discusses the present and the future.

Keating’s margin notes on the start of national super

There’s as good a record as any, from the father of modern superannuation. The start of national superannuation was 4 September 1985, not seven years later when the superannuation guarantee started.

Most viewed in recent weeks

Retirees facing steep increases for basic items

ASFA has updated its tables on how much money is needed for a 'comfortable' or 'modest' lifestyle in retirement, but there are some prices rising well ahead of inflation.

Adele Ferguson on ‘Banking Bad’ and weaving magic

The journalist most responsible for the calling of the Royal Commission takes care not to be roped in by everyone with a complaint to push. It takes experienced judgement to gather the right information.

Let’s stop calling them ‘bond proxies’

With cash and term deposit rates at all-time lows, and fixed interest bonds not much better, investors are looking for ‘bond proxies’ to deliver more income. But is ‘proxy’ a misnomer, and what are they anyway?

Six warning bells against property spruikers

Property spruikers use common techniques, and con men will increasingly target older people who feel they do not have enough financial independence for their retirement years.

Helping your children build their super

It has become more difficult to build large superannuation balances with contribution caps and more people paying off home loans for longer. How can wealthy parents help their adult children?

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