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Showing 1 - 7 of 7 results for "Platform TDP"

Morningstar calls out platform TDPs' use of rebates

KARREN VERGARA  |  MONDAY, 13 OCT 2025
Analysis by Morningstar calls out 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 ...

AMP, Insignia, Bendigo products fail super performance test

KARREN VERGARA  |  FRIDAY, 29 AUG 2025
... statement: "Of our 110 master trust and wrap options included in this year's test, Insignia Financial failed one platform TDP. This investment option has been closed since March 2024 and has 128 superannuation members." "Insignia Financial has delivered ...

APRA calls out high-cost super platforms

ELIZA BAVIN  |  TUESDAY, 24 SEP 2024
The Australian Prudential Regulation Authority (APRA) has put superannuation platform products under the microscope, saying their higher fees and costs are eroding members' retirement savings. Platform TDPs charged higher administration fees and costs ...

All MySuper products pass super performance test

KARREN VERGARA  |  FRIDAY, 30 AUG 2024
All MySuper products passed this year's superannuation performance test with flying colours for the first time, while some trustee directed products (TDPs) need to lift their game, according to APRA. APRA assessed the performance of 57 MySuper products ...

Performance test covers managed accounts, SMAs: APRA

KARREN VERGARA  |  WEDNESDAY, 12 JUN 2024
The prudential regulator is reminding trustees that managed accounts and separately managed accounts (SMAs) are high on its radar when administering the performance test. APRA told trustees that SMAs and other managed accounts can fall into the TDPs ...

On-platform TDPs miss performance test benchmarks, worst on fees: APRA

ANDREW MCKEAN  |  WEDNESDAY, 29 NOV 2023
... structure creates an imperative for RSE licensees to outperform their return benchmark to pass the performance test. "Platform TDP fees should be reviewed to ensure the additional services provided justify their higher fees and are providing value for ...

Labor advances super performance test changes

KARREN VERGARA  |  MONDAY, 19 JUN 2023
... median RAFE of other non-platform TDPs. An option that is offered both through a platform and a master trust (hybrid platform TDP) will be tested twice, once as a platform TDP and once as a non-platform TDP with the worst result taken. As for the benchmarks ...
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