Archive | Industry Super Funds

Not all lifecycle funds are created equal

There are important features which distinguish the different lifecycle offerings and they can have a significant impact on member outcomes. Rating agencies will need to adapt their processes versus normal balanced funds.

Super funds must balance leadership and consensus

When a fund is open to the public, there is a dilution of the influence of those who were ‘looking after’ their members – unions and employers. Super funds may need to better balance leadership and consensus management styles.

Overview of global fund investment trends

The big global trends in funds management are a move from equities to fixed interest, from active to index, a reduction in fund commissions, and increased dominance of the biggest managers.

APRA helps SMSFs but large super funds left hanging

The nation’s savings are in superannuation and the nation’s funding needs are in the banks. Yet the regulators and the new liquidity rules make it even more difficult for the two to get together, with another free kick to SMSFs.

An introduction to lifecycle theory

Lifecycle theory is one of the more exciting and applicable research fields in financial academia yet it receives little discussion in Australia’s superannuation industry. The findings have the potential to improve outcomes for Australian households.

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