 STEPHEN ARNOLD | FRIDAY, 22 MAR 2024 There is a presumption in the investment community that greater information creates better investment outcomes. I have not seen any evidence that supports this. Read more  ZEIN EL HASSAN | THURSDAY, 25 JAN 2024 This paper explores the different legal structures available to superannuation fund trustees that enable potential merger partners to access the benefits of scale on the pathway to full integration via a successor fund transfer (SFT). Read more  ALEX JERVIS | FRIDAY, 15 DEC 2023 This paper comprises excerpts from Johnson Partners 'Diversity in the Australian Industry Superannuation Funds' report November 2023. Read more  CLAYTON ISSITT , PETER SHERRIFF | FRIDAY, 10 NOV 2023 This paper reproduces a discussion lead by Frank Smietana with Peter Sherriff and Clayton Issitt about key operational areas impacting superannuation funds, the evolution of fund operating models and how investment and operations teams are addressing ... Read more  NIKI SHORT , SCOTT CHARANEKA | FRIDAY, 1 SEP 2023 Across the Australian superannuation industry, the widespread consolidation of smaller superannuation funds is expected. These mergers are unlike other run-of-the-mill mergers as they require specialised knowledge and experience. Read more  MICHELLE TENG | FRIDAY, 24 MAR 2023 Many investment professionals have been trained to regard return volatility as the main measure of portfolio risk. Read more  GEOFF SANDERS , SIMON SHERWOOD , EMMA DELLA POSTA , CLODAGH HUSSEIN | FRIDAY, 25 NOV 2022 Court finds that secret commission offence provisions do not apply. Read more  SARKIS TEPELI , MEIRINE GIGGINS | FRIDAY, 29 APR 2022 This paper outlines the key considerations and steps required in appointing a consultant with specific focus on the investment and servicing credentials of a consultant. Read more  CYNTHIA VOON | FRIDAY, 11 MAR 2022 It is widely understood that the status of a worker as an employee or independent contractor is based on a range of common law tests. Generally, where a worker contracts to achieve a result the relationship between the parties will be one of principal ... Read more |
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Mercer SmartPath returns exceed 12%
|Mercer Super Trust's default lifecycle option made more than 12% p.a. for the 2025 financial year for members aged between 18 and 52.
Future Group reveals super fund returns, fee changes
|Future Group has revealed the returns for smartMonday, GuildSuper and Child Care Super while also announcing a fee reduction.
AustralianSuper's MySuper option returns 9.5%
AustralianSuper's MySuper option delivered 9.5% p.a. for members in the 2025 financial year, slightly trailing behind its peers.
Cbus, Rest deliver 'strong' returns amid heightened volatility
Cbus and Rest have reported their results for the financial year ending June 30, sharing common themes in success from both domestic and global investments.
Further Reading
Cover Story
Climbing to the top
DANIEL SHRIMSKI
MANAGING DIRECTOR
VANGUARD INVESTMENTS AUSTRALIA LTD
MANAGING DIRECTOR
VANGUARD INVESTMENTS AUSTRALIA LTD
Vanguard Australia managing director Daniel Shrimski is determined to propel the investment giant's superannuation product into the top 10 funds by assets under management by 2030. It's an audacious goal, even for a fund backed by the world's second largest asset manager. Andrew McKean writes.
Expert Feed
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Energy as a weapon: The critical case for energy transition
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Elevating your emerging markets game plan
Do emerging markets still belong in a modern investment strategy? If so, how do we appropriately weight emerging markets exposure?
