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Industry Funds

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The death of the single-industry superannuation fund

Is bigger better for super funds? APRA certainly thinks so as it pushes for more mergers but what might members be losing from a more personal touch? Veteran journalist Greg Bright explains events at Media Super.

The road to super hell is paved with good intentions

The Your Future, Your Super reform gives a super fund 12 months to rectify its performance, but failing the first test implies a 90% chance of failing the second test a year later. A failed test is an existential event.

Two Labor policies facing inadequate scrutiny

The assumption that being a member of a large pooled fund will protect franking credit refunds, and the lack of concern about the impact of Labor's capital gains tax change, both require greater scrutiny.

Where is the super industry heading?

SMSFs are currently the largest segment of superannuation, but by 2020, industry funds are expected to dominate, having recently overtaken retail funds. Labor's franking proposal will accelerate the trend.

On franking, all public funds are not the same

Many commentators are assuming all industry and retail funds can utilise their franking credit refunds, but a case-by-case check is required. Plus hard words from a cranky reader.

Garry Weaven on 5 areas of super investment

Garry Weaven was instrumental in the development of the industry fund movement, and as Chair of IFM Investors, he outlined his five areas of future investment potential and policy in his address to the AIST Conference.

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.

Rob Prugue’s spiritual super journey

After decades of intense work in financial markets, including Asia-wide responsibilities, a sabbatical walk along Spain's Camino led to an unexpected mix of superannuation insights and dealing with death.

Roy Morgan Research places SMSFs first for satisfaction

It's not surprising that research shows high levels of satisfaction for self managed portfolios, as investors are effectively rating themselves. Regardless of the reason, few SMSFs will return to an institutional fund.

Not all lifecycle funds are created equal

There are important features which distinguish the different lifecycle offerings and they can have a significant impact on member outcomes. Rating agencies will need to adapt their processes versus normal balanced funds.

Most viewed in recent weeks

Building a lazy ETF portfolio in 2026

What are the best ways to build a simple portfolio from scratch? I’ve addressed this issue before but think it’s worth revisiting given markets and the world have since changed, throwing up new challenges and things to consider.

Ray Dalio on 2025’s real story, Trump, and what’s next

The renowned investor says 2025’s real story wasn’t AI or US stocks but the shift away from American assets and a collapse in the value of money. And he outlines how to best position portfolios for what’s ahead.

13 million spare bedrooms: Rethinking Australia’s housing shortfall

We don’t have a housing shortage; we have housing misallocation. This explores why so many bedrooms go unused, what’s been tried before, and five things to unlock housing capacity – no new building required.

21 reasons we’re nearing the end of a secular bull market

Nearly all the indicators an investor would look for suggest that this secular bull market is approaching its end. My models forecast that the US is set for 0% annual returns over the next decade.

Making sense of record high markets as the world catches fire

The post-World War Two economic system is unravelling, leading to huge shifts in currency, bond and commodity markets, yet stocks seem oblivious to the chaos. This looks to history as a guide for what’s next.

3 ways to fix Australia’s affordability crisis

Our cost-of-living pressures go beyond the RBA: surging house prices, excessive migration, and expanding government programs, including the NDIS, are fuelling inflation, demanding bold, structural solutions.

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