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Colonial First State

This Month

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.

December 2024

It’s never too early to get financial advice. You can see a financial adviser, talk to your accountant if you have one, or get advice from your super fund.

Super for young professionals

They say youth is wasted on the young. And you could say the same thing about super.

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by Colonial First State

November 2024

Before you lock any money away in super, you should consider carefully whether you might need it before you retire, or whether you feel it might be better put to other uses, such as paying off a mortgage or investing elsewhere.

Super and the coming generational wealth transfer

Gens X, Y, and Z are about to come into some money. In what’s become known as the great wealth transfer, in the two decades from 2023 Australia’s over-60s are expected to hand down $6.2 trillion worth of assets to their heirs, says McCrindle.

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by Colonial First State

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.

July 2024

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.

Super funds are not interested in nuclear power investments.

Too uncertain, too slow: funds rule out financing Dutton nuclear plan

The disinterest from superannuation funds comes despite appetite for other energy transition assets and a shortage of domestic investment opportunities.

Unlisted commercial property has been especially troublesome, but infrastructure may also prove challenging.

Don’t switch super funds until reckoning in unlisted assets is over

Industry fund executives regularly boasted about capitalising on the so-called “illiquidity premium”, but the world has changed.

Anna Shelley’s punt that global equities would perform better than expected last year paid off.

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.

May 2024

Super funds may soon be forced to do more to support older members.

The super funds where customers are retiring faster than new ones join

The research from KPMG comes as the $3.6 trillion superannuation industry heads towards the point it is paying out more cash than it brings in.

Original URL: https://www.afr.com/topic/colonial-first-state-6grx