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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.
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Superannuation, wealth and advice leaders on delivering better outcomes for savers, retirees and investors.
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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.
- Opinion
- Chanticleer
Baby Boomers need to be open to digital financial advice
There’s a new model in the United States that is taking off and potentially viable in Australia.
- Anthony Macdonald
‘Financial heartbreak’: Customer complaints about super jump 32pc
Former truck driver Christian Jensen had to apply for two hardship variations on his mortgage due to delays from his super fund.
- Hannah Wootton and Lucy Dean
- Opinion
- Chanticleer
Origin battle shows big super’s angst over the shrinking of the ASX
The tussle for Origin has shone renewed light on whether we should be worried about the ASX shrinking as big companies go private.
- James Thomson
- Opinion
- The AFR View
The super giant is failing at the grass roots
The super industry has focused itself on piling up members and savings, not on the individuals getting the best results when they retire.
- The AFR View
October 2023
Labor savages big super for failing customers
Assistant Treasurer Stephen Jones has read the riot act to superannuation funds over poor customer service and retirement advice.
- Hannah Wootton and Michael Read
Fundamental change needed to get super funds up to scratch, APRA warns
The watchdog also said that funds’ unlisted asset valuations and liquidity management were under scrutiny as any failures to manage these in the current volatile economy risked customers’ savings and the broader financial system.
- Hannah Wootton
What big super can learn from Robinhood
Day trader darling Robinhood mastered the art of customer engagement, even if it went a little too far.
- Lucy Dean
Don’t overstate active engagement claims, ASIC warns funds
The investment regulator is paying attention to funds holding lucrative investments in the name of active ownership.
- Lucy Dean
Super funds use rising rates to boost returns, lower risk
The surge in bond rates is creating seismic shifts in global asset allocations. Super funds are poised to take advantage.
- Jonathan Shapiro
‘Not spooked’: Cbus chairman Wayne Swan doubles down on property
Cbus chairman Wayne Swan says the $85 billion fund’s property portfolio has proven resilient to higher interest rates and the fallout of the pandemic.
- Michael Read
$3m super threshold must be indexed to stop ‘bracket creep by stealth’
The proposal to double tax on balances above $3 million to 30 per cent is reasonable, but the limit should increase over time, says ART chief.
- Hannah Wootton and Jonathan Shapiro
- Opinion
- Chanticleer
The $3.5 trillion super sector’s next big problem is already here
Assistant Treasurer Stephen Jones has delivered a wake-up call to the sector to lift its game as 5 million Australians approach retirement.
- James Thomson
Labor stacks big super with 15 new power players
Cath Bowtell has quietly assumed the role of matriarch of the sprawling Labor-union aligned industry superannuation family.
- Updated
- Joanna Mather and Hannah Wootton
- Opinion
- Chanticleer
Why Wayne Swan says super is our ‘economic secret weapon’
The former treasurer says the super sector proved its economic power during the GFC and can help Australia’s next set of big challenges.
- James Thomson
‘Lift your game’ to help Boomers into retirement, super funds told
Speaking at The Australian Financial Review Super & Wealth Summit on Tuesday, Stephen Jones will slam funds’ current customer service as “unresponsive”.
- Hannah Wootton
Super funds confident of outperforming inflation despite higher rates
Fund CEOs say they can still meet their ambitious objectives for returns, and might even find new investment opportunities as previously expensive asset classes cheapen.
- Hannah Wootton
See which super funds rate the worst for retirement
Regulators have criticised the super industry for largely ignoring a new obligation to help members prepare for retirement.
- Hannah Wootton and Joanna Mather
Super fund QSuper hands back keys to NYC office tower
QSuper has quit a big bet on Manhattan real estate as rising interest rates and falling vacancies spoil its global property interests.
- Jonathan Shapiro
- Exclusive
- Construction
Greenwash clash as funds hit Boral board over lowered carbon targets
A group of funds led by HESTA and AMP are demanding Boral reinstate its 2030 emissions reduction target. Boral says that would be akin to greenwashing.
- Hannah Wootton
Investors think these ETFs are a ‘no brainer’ right now
Cash, technology and uranium exchange-traded funds (ETFs) were among the most popular and best performing of the past year, while renewable energy ETFs bombed.
- Joanna Mather
SMSFs forced to sell to cover $3m super tax: study
Farmers and small business owners were particularly likely to be forced to sell assets to finance the tax, the study shows, with 13.5 per cent of affected SMSFs too illiquid to pay the tax without sales.
- Hannah Wootton
What super funds spend on ads, donations, exec pay to be made public
APRA warned funds it wants to publish the data. It comes as, in the battle for members, funds launch bigger advertising campaigns and elite sport sponsorship.
- Hannah Wootton
How ‘nation building’ can deliver competitive super returns
AustralianSuper’s Don Russell cites infrastructure as an area where the $3.5 trillion sector has helped modernise Australia without compromising on returns.
- Hannah Wootton
Big super rejects government call to solve aged care funding crisis
While Labor flags nation-building aged care, super funds resist using Australians’ savings as a “fix-all” source of needed revenue.
- Updated
- Hannah Wootton