Search results for: “Fund Management”
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How blockchain could impact superannuation fund management
Blockchain technology has been making waves in various industries, revolutionizing the way transactions are conducted and data is stored. One area where blockchain could have a significant impact is in superannuation fund management. Superannuation funds are a crucial part of many people’s retirement savings, and any technology that can improve transparency, security, and efficiency in…
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Australian Ethical Surpasses $13 Billion in Funds Under Management
Australian Ethical has reached a significant milestone, surpassing $13 billion in funds under management (FUM) despite facing challenges in its superannuation business. The fund manager reported a rise in FUM from $12.95 billion to $13.26 billion in the latest quarter, driven by positive net flows from retail and wholesale channels. An Investor’s Guide to Ethical…
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Maximize Superannuation Funds: Essential End-of-Year Checklist
As the financial year draws to a close, it’s time to get your superannuation funds in order and maximize available strategies. Here’s a checklist of essential tasks to address with your advisers before June 30. A PRACTICAL GUIDE TO AUSTRALIAN SUPERANNUATION: A Plain-English Guide to Maximising Your Contributions, Planning for Retir… | $15.39 Firstly, timing…
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Industry Funds Thrive, Government Funds Struggle in Super Rankings
Australian super funds are experiencing a shift in rankings, with industry funds gaining momentum while government schemes are facing setbacks. Industry funds are seeing growth in member inflows and expansion through consolidation, whereas government funds are struggling due to ageing memberships and conservative strategies. The Self-Managed Super Fund Investment Secrets: Full Guide on How To…
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ASIC Review Targets Superannuation Funds’ Property Investment Expansion
The Australian Securities and Investments Commission (ASIC) has initiated a targeted review aimed at potentially increasing property investments by the superannuation funds in the country. This move by ASIC is significant as it could have implications for the investment strategies of these funds, which play a crucial role in the Australian financial landscape. 30 Properties…
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Stockspot Super Fund Challenges Traditional Super with ETF Transparency
Stockspot, a wealth management and robo advisory platform, has made a significant move by introducing its ETF-only super fund. This retail superannuation product is positioned as a straightforward, transparent, and low-fee alternative to conventional super funds. The launch of Stockspot Super aims to challenge the existing underperforming and high-fee offerings in the superannuation market. Australian…
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Super Funds Adapt to Global Uncertainties with Resilience
Investors experienced a tumultuous week as the ASX plummeted due to President Trump’s imposition of reciprocal tariffs on numerous countries, sparking fears of a trade war. While the volatility may be unsettling, super funds with long-term investment horizons remain relatively unaffected. Investment teams are actively managing portfolios, leveraging safeguards, maintaining liquidity, and adjusting allocations to…
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Super Funds Outperform with 10.5% Growth in 2025
Super funds have once again exceeded expectations in the financial year leading up to June 2025. Despite global uncertainties and market volatility, the median Growth fund delivered a remarkable return of 10.5%. This marks the third consecutive year of strong performance, with returns of 9.1% and 9.2% in the previous two years, resulting in an…
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Australian Superannuation Fund Expands Portfolio with Private Equity Integration
An Australian superannuation fund managing $49 billion recently expanded its investment options by including private equity in its portfolio. This move signifies a strategic shift towards diversification and potentially higher returns for its members. The Private Equity Toolkit: A Step-by-Step Guide to Getting Deals Done from Sourcing to Exit | $50.78 Superannuation funds play a…
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Macquarie to Repay $321 Million to Shield Master Fund Investors
Macquarie has agreed to repay $321 million to thousands of Australians affected by the collapse of the Shield Master Fund. The Australian Securities and Investments Commission (ASIC) revealed that Macquarie breached the Corporations Act by failing to ensure the fund was monitored effectively. This led to 3000 investors losing their money. The Investor’s Blueprint: Asset…