Search results for: “Industry Fund”
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Super Funds Achieve Stellar 2024 Performance, Beating Expectations
Super funds have seen a robust performance in 2024, driven by strong international sharemarket returns, according to the latest data from Chant West. The median growth fund achieved a significant return of 11.4 per cent, surpassing the typical long-term objective of 6 per cent. Investment Prosperity and Growth: 2025 Diverse Mutual Funds | $20.97 International…
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Ethical Super Funds Align Values with $4.1 Trillion Investments
Superannuation funds in Australia manage vast sums of money, totaling $4.1 trillion, with investments spanning various industries. This capital is channeled into infrastructure, equities, real estate, and more. However, the ethical implications of these investments have come under scrutiny, prompting individuals to assess the alignment of their super funds with personal values. Top Stocks Special…
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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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ASIC Review Targets Regulatory Barriers for Super Fund Property Investments
The Australian Securities and Investments Commission (ASIC) has initiated a targeted review to address regulatory barriers that may be hindering superannuation funds from investing in property assets, a move that industry experts believe is crucial for enhancing national productivity. A Practical Guide to Stamp Duty Land Tax in England and Northern Ireland | $142.99 The…
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Aware Super Leads Fee Reductions in Australian Superannuation Industry
Superannuation funds in Australia are gearing up for the end of the financial year and the impending report by the Australian Prudential Regulation Authority (APRA) on superannuation performance. This has prompted a wave of fee reviews across the industry. In a bid to stay competitive, Colonial First State and Aware Super have already taken steps…
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Superannuation Performance Test Sparks Industry Debate on Member Interests
Australia’s superannuation landscape has been undergoing significant changes, driven by the implementation of APRA’s performance test. This test has brought to light chronic underperformance within the superannuation sector and has prompted a wave of consolidation among funds. However, the latest results have sparked a critical debate regarding the efficacy of a backward-looking benchmark in balancing…
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Cbus Super Fund Removes Minimum Pension Requirements for Fair Access
Cbus, a prominent super fund with assets totaling $105 billion, recently made a significant move by abolishing the minimum requirements for opening an account-based pension. This change eliminates the previous barriers that members faced, such as needing a minimum balance to maintain their pension accounts. Personal account of the pension system(Chinese Edition) | $102.73 Prior…
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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…
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ASIC Sues Equity Trustees Over Shield Master Fund Collapse
A legal battle is unfolding between Australia’s corporate watchdog ASIC and Equity Trustees Superannuation over the collapse of the Shield Master Fund, which jeopardized the retirement savings of over 5,800 investors. The Shield Master Fund, a property-focused retail fund, crumbled, leaving investors facing the risk of losing approximately $500 million in savings. HOW TO CREATE…