RETAIL FUNDS

Superannuation

Satisfaction with the performance of superannuation funds has returned to pre-GFC levels, Roy Morgan research has found....

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Superannuation

ISA uses SuperRatings figures to point to industry fund out-performance over retail funds. ...

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Superannuation

The Corporate Super Specialists Association has questioned whether cost should be the only criteria in determining the value of industry fund MySuper offerings....

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Superannuation

SuperRatings claims industry funds are still cheaper in a MySuper environment and more likely to transfer members promptly....

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Superannuation

New research reveals wide differences in costs of MySuper products but a narrowing in the gap between industry fund and retail products....

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Superannuation

Australians are more impressed superannuation funds performance with the satisfaction gap between industry and retail funds narrowing....

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Financial planning

Industry fund members are less involved when it comes to planning for the future than members of other types of superannuation funds, latest report finds....

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Financial planning

Financial advice has remained the major issue in almost all areas of investment-related complaints filed with the Financial Ombudsman Service. ...

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Superannuation

New research confirms that those migrating from retail master trusts and industry super funds to SMSFs are motivated by returns and fees....

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Superannuation

Retail superannuation funds still lag behind industry funds in terms of customer satisfaction, research shows....

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ISN is urging financial advisers to recommend industry super funds based on long-term returns....

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Funds management

Macquarie Group has reaped the benefits of integrating Perpetual’s Private Wealth Platform into its wrap business, recording a 46.7 per cent increase in retail managed fu...

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Funds management

Nearly four years after departing Deutsche to establish Ironbark, Chris Larsen announces acquisition of Deutsche Asset Management Australia....

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Superannuation

APRA’s latest superannuation data is out – super assets have increased by approximately 13.5 per cent over the year to March....

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Superannuation

APRA data confirms industry funds leading the way on MySuper with no retail funds so far approved....

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Simon

Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...

4 days 6 hours ago
Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week 4 days ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week 4 days ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

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. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago