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Showing 11 - 20 of 217 results for "Performance Test"

Performance test changes not necessary: ART

ELIZA BAVIN  |  FRIDAY, 16 JAN 2026
Following Treasurer Jim Chalmers' Economic Roundtable last year, changes to the superannuation performance test were flagged as a tool that could allow funds to invest in more diverse asset classes without worrying about failure. However, Australian ...

FEATURE | Recruitment: Laying foundations

RIDDHIMA TALWANI  |  MONDAY, 5 JAN 2026
... biggest structural reforms in the super industry in 2021. The Your Future, Your Super Act pushed for an annual performance test of all super funds to ensure they deliver acceptable returns net of fees. Funds unable to meet performance standards or deliver ...

Most read in 2025: Superannuation

ELIZA BAVIN  |  MONDAY, 22 DEC 2025
... strategic review as part of the company's transformation program. AMP, Insignia, Bendigo products fail super performance test AMP, Insignia Financial and Bendigo SmartStart were the only superannuation fund providers whose platform trustee-directed ...

Australia's 'Super 6' embrace total portfolio approach: Study

KARREN VERGARA  |  FRIDAY, 5 DEC 2025
... is increasing in momentum. This is despite super fund constraints linked to the design of the superannuation performance test, Goss said, adding that by encouraging collaboration across teams and clarifying accountability for total-fund outcomes, TPA ...

FEATURE | Agriculture: Golden soil

KARREN VERGARA  |  FRIDAY, 28 NOV 2025
... admits there are indeed some barriers for investors eyeing agriculture that make them reluctant to go all in. "The performance test and RG97 - both of those create headwinds for pension funds to think about agriculture as an investment," he says. ASIC ...

Reforms on super advertising, stapling enter parliament

ELIZA BAVIN  |  WEDNESDAY, 26 NOV 2025
... can be advertised as part of the onboarding of a new employee are MySuper products that have passed the annual performance test, the employee's stapled fund (if any) and the employer's default fund. Choice products cannot be advertised. The person ...

Delaying reforms to YFYS test, RG97 costing members: Report

JAMIE WILLIAMSON  |  WEDNESDAY, 19 NOV 2025
Retirees may be as much as $20,000 worse off at retirement due to the Your Future, Your Super performance test and RG97, a new report suggests. It could also be costing the country up to 140,000 jobs, the Australian Investment Council and Mandala say. ...

Super performance test, DBFO reforms coming: Government

ELIZA BAVIN  |  WEDNESDAY, 12 NOV 2025
... each other, not an either or." Chalmers said Treasury is working towards making changes to the superannuation performance test, as was highlighted after the government's Economic Reform Roundtable in August. "We have already implemented one round ...

FEATURE: Fund admin | Tight Ship

KARREN VERGARA  |  FRIDAY, 24 OCT 2025
... obligations, such as SPS515 Strategic Planning and Member Outcomes on expenditure management, as well as the Performance Test that includes administration costs. "Lower costs can flow through to the quality of services as service providers seek to maintain ...

Morningstar calls out platform TDPs' use of rebates

KARREN VERGARA  |  MONDAY, 13 OCT 2025
... a significant number of platform trustee-directed products (TDPs) were able to pass the recent superannuation performance test by tweaking rebates. Morningstar's report Putting the performance test to the test shows a heavy concentration of products ...