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Australian Retirement Trust

February

Treasurer Jim Chalmers, US Treasury Secretary Scott Bessent and director of Trump’s National Economic Council Kevin Hassett in Washington.

Chalmers and super chiefs talk tariffs with Bessent in Washington

Jim Chalmers sat alone in the front row and listened attentively as his US contemporary clarified an important point about Donald Trump’s favourite word.

CDC founder and boss Greg Boorer.

Infratil, Future Fund scoop up stake in $16b-plus CDC Data Centres

Sources said the deal was signed shortly after 6pm, and would see Future Fund take a bigger piece of CDC than Infratil.

January

Cbus chief investment officer Brett Chatfield and Aware Super CIO Damian Graham are among money managers expecting the Reserve Bank to begin cutting rates at its May or July meeting.

Top super investors dash pre-election rate cut hopes

But they say investors should be optimistic about inflation easing despite later cuts and risks associated with Donald Trump taking the White House.

December 2024

Australian Retirement Trust’s head of global real assets Michael Weaver has signed another investment to cap a big year.

The $330b fund busting big super’s ‘buy and hold’ myth

Australian Retirement Trust’s real assets arm has been the biggest driver of infrastructure and utilities deals in Australia and New Zealand this year.

Hostplus paid a hefty sum to have its logo front and centre at Gold Coast Suns games in a previous sponsorship deal.

How big super is spending your money on sponsorship and marketing

Jumps in advertising spends at industry giants such as Aware Super and UniSuper came despite a crackdown by the watchdog questioning whether these costs are in members’ best interests.

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November 2024

AirTree Ventures partners Jackie Vullinghs, John Henderson, Helen Norton, James Cameron, Craig Blair and Elicia McDonald will have  $650 million more to deploy.

Airtree raises $650m for new start-up investment funds

The money for the high-profile venture capital firm’s two new vehicles came from institutional investors in the US and from three Australian super funds.

Australia’s most complained about super funds revealed

Embattled construction industry fund Cbus topped the list of major funds, new data shows, but complaints across the sector jumped last financial year.

October 2024

Top earners: Mark Delaney, Deanne Stewart, David Elia and John Pearce.

Big super’s executive gender pay gap revealed

Analysis by The Australian Financial Review also shows who the highest-paid superannuation bosses were last year.

AustralianSuper chairman Don Russell is the country’s highest-paid super fund director.

Revealed: Which super fund directors earn the most

Payments to directors at one fund outstripped those of comparable size by more than half a million dollars, despite delivering worse returns than most of their rivals, analysis by AFR Weekend shows.

September 2024

Together, AustralianSuper and Australian Retirement Trust manage $655 billion, and are clearly the two biggest operators in the $4 trillion superannuation industry.

Big super says cutting bank investments will hurt members

“Without funding from super funds, banks would be much more dependent on volatile foreign capital,” AustralianSuper chief strategy officer Paula Benson says.

The two biggest industry super funds now account for well over half of all new retirement savings.

The country’s two mega funds now attract half of all new super

But the growth of AustralianSuper and Australian Retirement Trust beyond all their other peers could be a “double-edged sword” according to some analysts.

Powerco is New Zealand’s largest electricity distributor by network length.

ART buys Queensland’s 33pc of NZ poles-and-wires biz Powerco

The deal takes ART to 58 per cent ownership of Powerco, up from 25 per cent.

August 2024

Bernard Reilly is new chief executive of Perpetual.

New Perpetual CEO hired to take ‘legacy into the next phase’

The company has hired the former head of a $300 billion super fund giant, Bernard Reilly, to manage the break-up of the 138-year-old firm.

David Anderson is sticking by the decision to move 1.4 million ART customers into a high growth option.

Why this super fund is moving younger customers into a riskier option

In his first media interview since taking the reins at ART, David Anderson says customers will earn more. It’s just part of his bold growth plan.

Ian Patrick managed a $10 billion switch into risky exposures.

This $300b super fund is making a monster move to stocks

Australian Retirement Trust has decided that a big chunk of its members will do a lot better with their pension nest egg invested in riskier assets.

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July 2024

Technology stocks helped three super funds to the top of the podium for best returns last financial year.

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.

Qantas Super has managed the retirement savings of the airline’s employees for the past 85 years, but will be acquired by Australian Retirement Trust following a deal on Wednesday.

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.

Most Australians’ super savings jumped significantly thanks to booming tech stocks last financial year.

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.

Damian Graham, who oversees $160 billion of superannuation assets, has seven direct reports.

No rate cuts and maybe a rise as inflation sticks, super funds warn

The investment chiefs of the country’s biggest funds also have a bleak outlook for Aussie shares over the next year, after global equities drove double-digit returns in FY23.

Look past election noise, Anna Shelley says to superannuation investors.

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.

Original URL: https://www.afr.com/topic/australian-retirement-trust-6gap