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Superannuation

Tax and dividend boost at OptiMix

COMPANY RELEASE  |  MONDAY, 14 SEP 2009
OptiMix has introduced a tax and dividend optimisation strategy (TDOS) overlay to its wholesale Australian Equities portfolio.

AUSCOAL wins regional Australia gong

RUTH LIEW  |  MONDAY, 14 SEP 2009
The $4.6 billion AUSCOAL Super's Warners Bay business has won 'the most successful private business' in regional Australia title in an ANZ and Fairfax Media-sponsored business awards.

Statewide appoints new chief

RUTH LIEW  |  FRIDAY, 11 SEP 2009
The $1.7 billion Statewide Superannuation Trust has appointed former Super SA general manager John O'Flaherty as its new chief executive.

Free planning for members in need: Equipsuper

RUTH LIEW  |  FRIDAY, 11 SEP 2009
Equipsuper is hoping to give peace of mind to members in need by taking the extraordinary step of providing free planning services to members facing terminal illness.

FTSE and ASFA set after-tax world alight

MICHAEL HOBBS  |  THURSDAY, 10 SEP 2009
Index provider FTSE and superannuation body ASFA have created a series of indices that will, for the first time, compare fund manager performance on an after-tax basis, following calls from super fund trustees that pre-tax reporting isn't good enough.

Super funds do more for community

RUTH LIEW  |  THURSDAY, 10 SEP 2009
Super funds have been busy sponsoring awards and events in the last two months as they jostle for more super brand awareness.

SRI super option blitzes market

MICHAEL HOBBS  |  WEDNESDAY, 9 SEP 2009
AustralianSuper's Australian Sustainable Shares option has posted a net return of more than 26 per cent over the six months to June, more than double the fund's Australian shares option.

Revamp member education: Ezra

MICHAEL HOBBS  |  TUESDAY, 8 SEP 2009
Super fund member education needs to be overhauled and focus on basic financial concepts instead of investment theories, said Don Ezra, co-chair, global consulting at Russell Investments.

Lucky country

MICHAEL HOBBS  |  TUESDAY, 8 SEP 2009
Australian superannuation and sovereign fund assets grew over 14 per cent p.a. in local currency terms in the past five years, posting the highest growth in assets than any other country, research shows.

Lady luck to blame for finances: survey

COMPANY RELEASE  |  MONDAY, 7 SEP 2009
A Sunsuper member survey has found a quarter of respondents blame bad luck as the main reason for their money problems.