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Showing 361 - 370 of 662 results for "Retail funds"

Super returns climb to 16.1pct, ahead of pre-GFC glory days

STAFF WRITER  |  TUESDAY, 3 DEC 2013
... retail workplace super funds has blown out to 2.7 percentage points as while not-for-profit funds returned 17.0% retail funds (ie corporate master trusts) achieved 14.3%. Rainmaker said the top five workplace super funds (by default options) in the SelectingSuper ...

ISA and FSC clash over super in awards debate

JAMES FERNYHOUGH  |  FRIDAY, 29 NOV 2013
... funds. That's what will drive competition," he said, adding that, given industry funds have historically outperformed retail funds, retail funds do not want to compete on returns. "Our perspective is that you have a quality filter which means employers ...

Performance, fees still major retention risk

ALEX DUNNIN  |  FRIDAY, 29 NOV 2013
Dissatisfaction with performance and fees is still the biggest risk to member retention for retail funds while for industry funds changing employers is the biggest risk to retention, reveals the latest Roy Morgan Research's superannuation and wealth ...

Super funds sluggish on technology

JAMES FERNYHOUGH  |  FRIDAY, 8 NOV 2013
... motivated to understand their superannuation let alone engage with their fund." Technology is one area where bank-owned retail funds have a massive advantage over their industry and corporate counterparts - in member communication as well as all other ...

Fund returns dip to 15pct

STAFF WRITER  |  MONDAY, 4 NOV 2013
... returns are 5.3% pa and 10 year returns are 6.7% pa. Not-for-profit super funds achieved 12 month returns of 15.9% and retail funds (ie corporate master trusts) achieved 13.4% for a segment gap that has held about steady on 2.5 percentage points. The ...

Advice main concern in FOS investment disputes

LAURA MILLAN  |  WEDNESDAY, 23 OCT 2013
... superannuation-related disputes, which represents a 9% drop from the year before. A total of 39% of the disputes were about retail funds and 38% were about self-managed super funds (SMSF). The report reveals that 38% of those lodging disputes about SMSFs ...

MySuper authorisations creep up to 78

ALEX DUNNIN  |  FRIDAY, 18 OCT 2013
... including 43 industry funds, nine corporate funds and eight public sector funds. However, while there are only 18 retail funds MySuper authorised they include most of the dominant retail wealth management brands that operate in the corporate superannuation ...

Fund members still resisting super engagement

ALEX DUNNIN  |  THURSDAY, 17 OCT 2013
... for NPS, AustralianSuper, could only achieve -23%. Reinforcing other research in this regard, Roberts said, "non-retail funds are more likely to be recommended by their customers to others than their retail counterparts". Roberts said while investment ...

ASIC's SMSF report being misread

ALEX DUNNIN  |  THURSDAY, 19 SEP 2013
... loading for investment costs would still keep the overall fee below benchmark fees charged by not-for-for-profit and retail funds as described in the recently released Rainmaker super fund fee survey report. Peter Lalor, general manager and CFO of SMSF ...

Industry agrees: SMSFs are not for everyone

LAURA MILLAN  |  TUESDAY, 17 SEP 2013
... competitive in comparison to APRA regulated funds, while SMSFs with $200,000 or more are competitive with both industry and retail funds provided the trustees undertake some of the administration. For balances of $250,000 or more SMSFs become the cheapest ...