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Australian Retirement Trust

This Month

ART’s legal and member advocacy team will report to Anne Browne, the chief people and impact officer, under changes announced by CEO David Anderson.

Top ART executive quits after two-month absence

A top-ranking executive at Australian Retirement Trust, the nation’s second-biggest pension fund, has resigned after a months-long absence from its offices.

May

Treasurer Jim Chalmers is sticking by his new tax.

Industry super pushes for Chalmers to change retirement tax hike plan

The country’s two largest pension funds have privately lobbied the government to index the tax’s $3 million threshold to inflation to maintain confidence.

Australian Retirement Trust has become the first major Australian superannuation provider to buy a stake in Trump Media and Technology Group.

Millions of Australians are invested in Trump (but they don’t know it)

Millions of retirement savers now own a small portion of the US president’s business empire through one of the country’s biggest superannuation funds.

April

T-Corp’s Stewart Brentnall said valuations were “not to reflect the tactical value of an asset in particularly unusual market circumstances”, and instead what a reasonable buyer would pay.

Big investors wield private assets to cushion returns from wild market

The nation’s largest money managers, including the big superannuation funds, are using unlisted holdings to manage the fallout of volatile global equities.

The nation’s second-largest superannuation fund will cut dozens of jobs in a broad restructure.

Australian Retirement Trust restructures investment team, cuts jobs

The country’s second-largest superannuation fund has acquired six funds over the past year and says it will streamline operations, cutting key investing roles.

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Super fund customers’ details are up for sale on dark web forums.

Cyber minister Tony Burke ‘radio silent’ on super breach: Coalition

The accusation comes after cybersecurity firms identified the details of thousands of Australian retirees for sale online.

O’Halloran’s comments echo the concerns raised by APRA chairman John Lonsdale about the superannuation sector as early as 2023.

Super groups accused of resisting efforts to lift security before hack

A representative of the Association of Superannuation Funds of Australia had told a consumer advocate that stronger protections would put “too high” a burden on funds.

March

UniSuper called for a standardisation of death certificate information across all states and territories to ease the administrative burden on funds and members

Industry funds lobby for death benefits overhaul

ART, UniSuper and Cbus want the government to reform processes as the corporate watchdog prepares to release a report revealing widespread failures.

Paul Schroder, the chief executive of AustralianSuper, says 70 per cent of new funds will be invested overseas.

The country’s big super funds are reaching their ASX investing limit

AustralianSuper expects to hit an effective cap on how much it can invest in the local market and make good returns. Its peers are also looking overseas.

Stagnant super fund boardrooms are about to get a mandatory gust of fresh air.

Who are the super directors facing APRA’s tenure limit?

There will scarcely be a board of a major industry super fund untouched if the prudential regulator comes after these lucrative patronages.

Aware Super’s Deanne Stewart and Hostplus’ David Elia.

Why super fund investment calls are about more than next quarter’s returns

What’s at the heart of a super fund’s investment strategy? Capital allocation. And the better it allocates that capital, the better for all of us.

Former QSuper chief investment officer Brad Holzberger says the concentration of Australian ownership of US shares is “dangerous”.

Beware the ‘misleading’ label on your super

A former chief investment officer has questioned the labelling of high-growth default options and criticised the concentration of assets in the US equity markets.

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.

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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.

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.

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