SUPERRATINGS

Superannuation

Nominations and submissions have opened for this year’s Super Fund of the Year Awards for two individual categories....

Financial planning

Licensees are figuring out how to navigate the annual superannuation performance test to avoid any clients being stuck in affected funds and whether they need to start ru...

Superannuation

SuperRatings has shared the top 10 balanced superannuation funds of the calendar year 2023, with the top two funds returning more than 13 per cent each....

Superannuation

SuperRatings has revealed the estimated annual performance of balanced superannuation funds for 2023, welcoming the “strong return to form” after losses in the previous y...

Superannuation

Superannuation funds have bounced back after three months of losses, with November seeing strong returns into the holiday period. ...

Superannuation

Superannuation funds experienced negative performance in October, the third consecutive month that funds have reported losses. ...

Superannuation

SuperRatings has released the latest data for superannuation fund performance in the third quarter of 2023....

Superannuation

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

Superannuation

The median balanced super fund option has managed to beat expectations for returns in the last financial year thanks to strong performance by equities and listed property...

Superannuation

SuperRatings has analysed super fund performance in line with the Government’s performance test criteria and found that 90% of trustee directed options are estimated to p...

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Superannuation

Comprehensive advice offerings in superannuation funds have seen a steady decline over the last few years in favour of referral process while scaled advice has stayed fai...

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Superannuation

Superannuation fund performance continued to recover over the second half of 2021 as member accounts are likely to receive a windfall of over $400 billion, according to S...

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Superannuation

Despite strong equity markets, members with significant exposure to cash will continue to see challenges, according to SuperRatings....

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Superannuation

The 2021 calendar year to date has shown robust growth suggesting funds are likely to record another year of healthy returns, according to SuperRatings. ...

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Superannuation

September saw a modest dip in superannuation returns for the first time in 12 months, as domestic and global share markets felt the brunt of ongoing geopolitical and econ...

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks 2 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

4 weeks ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

2 days 22 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

2 days 2 hours ago