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Showing 1 - 10 of 20 results for %22Investment Trends Super Member Engagement Report%22

SMSFs brace for more reforms: Expert

KARREN VERGARA  |  TUESDAY, 20 JUN 2023
... the Australian Taxation Office found that on average SMSFs earned $27,266 in income in the 2020-21 financial year. Investment Trends' SMSF Adviser Report found that new policy proposals, including indexation of the transfer balance cap and the $3 ...

SMSF advisers navigate new regulation: Survey

CHLOE WALKER  |  FRIDAY, 16 JUN 2023
... balance cap and the $3 million cap present a variety of engagement opportunities for SMSF advisers, according to Investment Trends' latest report. The 18th annual edition of the 2023 SMSF Adviser Report stated the proposed and recently implemented regulations ...

Super fund members eye change

ANDREW MCKEAN  |  FRIDAY, 12 MAY 2023
... 13-year peak in members' intention to switch funds, according to the latest Super member engagement report by Investment Trends. The report revealed that this surge in switching intention aligns with a substantial net growth in member engagement levels ...

Colonial First State adds 17 new funds to FirstChoice platform

ANDREW MCKEAN  |  THURSDAY, 1 DEC 2022
... monitoring of global and domestic macroeconomic trends. CFS group executive of distribution Bryce Quirk said that the investment manager is proud to work closely with advisers and industry partners to uncover the changing needs of investors to empower ...

Mergers push member positivity

ANNABELLE DICKSON  |  THURSDAY, 10 JUN 2021
... members but engagement is still underwhelming, new research shows. The latest Investment Trends Super Member Engagement Report showed nearly a third of members see merging with a larger fund as a positive outcome compared to 11% that see it as negative. ...

Limited advice overdue for disruption

KARREN VERGARA  |  THURSDAY, 18 FEB 2021
... contributions, the firm can tap into these trends by aiming to move to a user-consent model. Taking the trends spotted in investment portfolios and other lifestyle-type decisions made for example, InPayTech can help by supplementing the intra-fund advice ...

Australians Googling for advice

KANIKA SOOD  |  WEDNESDAY, 3 FEB 2021
... year to 14,800 in average monthly searches compared to 2019, according to Allan Gray research on search and engagement trends. Average monthly searches for 'financial advice' rose from 12,100 per month to 14,800 last year. For some topics within financial ...

Industry fund grows advice access

HARRISON WORLEY  |  WEDNESDAY, 25 JUL 2018
... already receive over the phone or in person. Enhancements to the funds' online experience come on the heels of Investment Trends latest Member Engagement report, which said digital transformation was still challenging for super funds. The report ...

Digital transformation challenges super funds

HARRISON WORLEY  |  THURSDAY, 5 JUL 2018
... member engagement services in 2017, at a time when funds across the industry grapple with digital transformation, Investment Trends research shows. Sunsuper, HESTA, QSuper and Hostplus round out the top five in the rankings, with Rest recognised as the ...

FS has you covered in 2017

DARREN SNYDER  |  FRIDAY, 22 DEC 2017
... inaugural retirement income forum provided their perspective on the multiple implications of an ageing population: from investment strategy to intergenerational wealth transfer and estate planning. ETF Forum Hosted at The Langham in Melbourne, exchange-traded ...
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