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Showing 1 - 3 of 3 results for "Member Retention report"

Retail funds risk member exodus

LAURA MILLAN  |  THURSDAY, 10 DEC 2015
... Regulation Authority (APRA) account for 25.6% of retail super fund members, according to CoreData's 2015 'Member retention report'. A further 21.8% are likely or very likely to switch to a self-managed superannuation fund (SMSF) over the same period ...

Retail fund members most likely to establish SMSFs

LAURA MILLAN  |  THURSDAY, 6 NOV 2014
... up an SMSF in the next 12 months, and 17.8% are likely to do so in the next five years, CoreData's 2014 Member Retention Report shows. Intention to establish an SMSF is down, with one in six members likely to establish an SMSF within the next five years. ...

Direct investment option key to retain fund members

LAURA MILLAN  |  WEDNESDAY, 21 AUG 2013
... to retaining members and discouraging them from moving to self-managed super funds (SMSF). A CoreData Member Retention report found that a DIO within the super fund can work as a retention tool, with 60% of members showing interest in its availability. ...
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