Yesterday
Super funds in the new era of scrutiny and engagement
Dissect wealth and advice trends and how to deliver better outcomes for savers, retirees and investors at the Financial Review’s Super and Wealth Summit 2024.
This Month
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- Opinion
- Super Q&A
Can I access my super if I sell my business and go part-time?
Even if you have not yet turned 65, you may be eligible to start a transition-to-retirement pension.
- John Wasiliev
July
- Opinion
- Superannuation
What to do to with your SMSF if you’re moving overseas
The Tax Office requires trustees to pass three tests if they wish to maintain tax benefits.
- Meg Heffron
Is your super fund among these winners?
Investment chiefs of the top performers say there are still plenty of opportunities for the artificial intelligence revolution to drive up retirement savings.
- Hannah Wootton
- Opinion
- SMSFs
There is a simpler, fairer way to tax super above $3m
Australia will soon become the only pension system in the world to tax unrealised capital gains.
- Peter Burgess
- Opinion
- Super Q&A
Why the beach house might be cramping your retirement style
Holiday homes are great, but they don’t produce retirement income and might limit your age pension payments.
- John Wasiliev
Junk bond king says Australia could become ‘financier of Asia’
Australia could become a financing powerhouse, says American billionaire and philanthropist Michael Milken.
- Lucy Dean
Revealed: Which super funds rate the best – and worst – for retirement
Superannuation funds are going backwards in terms of preparing their customers for retirement, new research shows.
- Hannah Wootton
APRA puts onus on Cbus to ensure CFMEU directors are fit, proper
Senators have called for the construction industry fund to cut ties with the CFMEU amid allegations of criminality at the union. The prudential regulator says it is up to superannuation fund boards.
- Hannah Wootton
ART closes in on AustralianSuper’s top spot with new merger
The deal will add Qantas’ $9 billion in funds under management to the Australian Retirement Trust’s ballooning $280 billion-plus asset pool.
- Hannah Wootton
Top 10 super funds revealed for FY24
A small mining industry fund delivered the highest returns for the second year in a row, with two retail super giants joining it in first place.
- Hannah Wootton
Super giant is ‘comfortable’ being among the worst funds for FY24
Industry super fund Hostplus’ annual return for its default product was among the lowest in the sector, but CIO Sam Sicilia says its long-term plan is solid.
- Hannah Wootton
Super fund savings will ride out ‘year of elections’: CIOs
But investment chiefs warn that the rise of populism or an increase in US-China tensions could flow through to short-term returns.
- Hannah Wootton
Time to buy into tech stocks has passed, says UniSuper
Soaring technology stocks helped increase the retirement savings of the fund’s customers last financial year, but it’s hitting the pause button on further investment.
- Hannah Wootton
Heavy office tower exposure drags down Cbus’ annual returns
But the construction industry super fund stood by its heavy allocation to the asset class, even as its financial year returns fell below rivals.
- Hannah Wootton
Aware Super cashes in on tech, healthcare bias to return 11pc
Aware follows several other super funds with high global equities exposure reporting returns of more than 11 per cent for 2023-24 as tech stocks soared.
- Hannah Wootton
Retail super funds ride tech boom to outperform industry rivals
Two of Australia’s largest retail superannuation funds delivered 11-plus per cent returns as they benefited from soaring sharemarkets.
- Hannah Wootton
Industry super giant lags rivals with 8.5pc return
Defensive positioning against equities stung AustralianSuper early in 2023-24, but growing its exposure to soaring technology stocks helped it recover.
- Hannah Wootton
June
Vision Super buys up Whitehaven shares
The fund, which sells itself to customers as environmentally conscious, has watered down its climate investment promises as “green hushing” continues to rise.
- Hannah Wootton
