Improve ‘outrageous service’ of death benefits, Kelty warns industry funds

A key architect of the compulsory retirement savings system lauds its many achievements, stretching from the national economy to the individual. Where it’s double faulting is in serving members – and it needs to be addressed promptly.

Nicholas Way | 15th Apr 2025 | More
Family offices playing key role in explosive growth of evergreen funds

With performance and diversification driving demand, these funds are expected to experience four-fold global growth over the next decade to nearly $AU65 trillion.

Duncan Hughes | 15th Apr 2025 | More
When to de-risk proving a roadblock for life-cycle super strategies

With the introduction of MySuper, it seemed investment options based on a person’s age would be the wave of the future. While there were some early adopters, the balanced approach has remained the preferred option.

Penny Pryor | 15th Apr 2025 | More
News
Custodians have key role to play preventing cyber-attacks: ACSA

With Australia’s retirement pool of savings at $4.2 trillion, this nefarious activity is going to become more prevalent, especially with hackers having access to increasingly sophisticated technology.

Penny Pryor | 11th Apr 2025 | More
Smaller industry funds putting the spotlight on member service

The ASIC report into death benefit claims revealing the devastating impact of poor industry practices on grieving Australians has again highlighted the pressing need for change. While some funds have taken up the cudgels, others are still playing hardball on improving their service offering.

Nicholas Way | 4th Apr 2025 | More
Funds struggling to build lifetime income products: Chant West

A Retirement Income Covenant obligation notwithstanding, there is still a paucity of these complex products on offer. The Advice Through Superannuation draft legislation might offer a way forward.

Penny Pryor | 4th Apr 2025 | More
Comment
Profit-for-member funds’ failings don’t warrant a royal commission

A Coalition Government will want to curb the union role in superannuation, especially in the industry funds – the largest superannuation sector at nearly $1.5 trillion. Setting up a royal commission to achieve this end will be overkill.

Nicholas Way | 11th Apr 2025 | More
Why the smart money is backing active management

The power of in-depth, fundamental research into companies and broader sectors and trends to generate alpha remains a compelling argument for active investment strategies.

Emanuel Datt | 11th Apr 2025 | More
It’s the unknown unknowns spooking investors in private credit funds

While private credit funds have attracted much-merited attention, conducting a thorough due diligence is challenged by how portfolios are managed and constructed, let alone the risk of potential defaults. The deflective reply to investor queries about this is often akin to, “look at our past returns, we clearly know what we’re doing”.

Rob Prugue | 4th Apr 2025 | More
APRA ruling on board tenure applying accepted governance norms

The employer-employee split worked well when not-for-profit funds were in their infancy. Today, in an era of member choice and the growing demands of retiree members, it’s a model that fails to cut the mustard.

Rob Prugue | 14th Mar 2025 | More
INSight #330 with Varun Laijawalla from Ninety One

Varun Laijawalla from Ninety One shares insights with James Dunn from The Inside Network on what investors are suited to emerging markets.

Investor Strategy News | 8th May 2024 | Watch Pause
INSight #323 with Alex Lennard from Ruffer

Alex Lennard from Ruffer shares insights with Laurence Parker-Brown from The Inside Network on whether the previous strategies will continue well in a new regime.

Investor Strategy News | 7th May 2024 | WatchPause
INSight #296 with Wenchang Ma from Ninety One

Wenchang Ma from Ninety One shares insights with James Dunn from The Inside Network on any substitute for going out and meeting companies on the road.

Investor Strategy News | 7th May 2024 | Watch Pause
INSight #354 with Alison Shimada from Allspring Global Investments

Alison Shimada from Allspring Global Investments speaks to Giselle Roux from The Inside Network on responsible investing in EM.

Investor Strategy News | 6th May 2024 | Watch Pause
Think Forward #7: Overcoming investment governance challenges with Duncan Smith from JANA Investment Advisers
Investor Strategy News | 11th Feb 2025
Think Forward #6: Opportunities in European private credit with Chris Rust from Ninety One
Investor Strategy News | 28th Jan 2025
Think Forward #5: How ART will invest $1 trillion with Andrew Fisher from Australian Retirement Trust
Investor Strategy News | 13th Jan 2025
Think Forward #4: The future of active currency management with Danica Hampton from Adrian Lee & Partners
Investor Strategy News | 10th Dec 2024
Think Forward #3: Building next generation asset management partnerships with Christian Baylis from Fortlake Asset Management and Bryce Quirk from Colonial First State
Investor Strategy News | 26th Nov 2024
Think Forward #2: Making sustainability real for members with Rachel Halpern from JANA Investment Advisers
Investor Strategy News | 12th Nov 2024
Think Forward #1: Thriving in the new investment paradigm with Paul Newfield from Frontier Advisors
Investor Strategy News | 8th Nov 2024
BIT #9: The PE puzzle with Nick Miller from Fortitude Investment Partners
Investor Strategy News | 14th Oct 2024
BIT #8: Unlocking social infrastructure’s investment potential with Cameron Brownjohn from Federation Asset Management
Investor Strategy News | 29th Jul 2024
BIT #7: The new captains of capital with Mike Wright from Lonsec.
Investor Strategy News | 22nd Jul 2024
BIT #6: The future of listed infrastructure with ClearBridge Investments portfolio manager Nick Langley
Investor Strategy News | 8th Jan 2024
BIT #2: Investment dynamism with Paul Saliba from SQM Research
Investor Strategy News | 11th Oct 2023
BIT #3: Super fund benchmarking with Ian Fryer from Chant West
Investor Strategy News | 11th Oct 2023
BIT #4: Advice pricing paradigms with Rob Jones from Peloton Partners
Investor Strategy News | 11th Oct 2023
BIT #5: Advicetech attraction with Pete Worn from Finura Group
Investor Strategy News | 11th Oct 2023
BIT #1: Compliance matters with Sean Graham from Assured Support
Investor Strategy News | 24th Sep 2023
Profiles
‘An assumption everybody should question’: Sam Sicilia’s $200 billion hypotheticals

Hostplus’ young demographics and the mandatory nature of superannuation means it gets “a free kick before every game”. But CIO Sam Sicilia says funds must keep questioning the assumptions that underpin the superannuation system and their relationship to it.

Lachlan Maddock | 3rd Apr 2024 | More
JANA chases family offices, not-for-profits as super sees ‘significant change’

Australia’s largest homegrown asset consultant is plotting an expansion further beyond its traditional superannuation clients, while consolidation in the industry is changing the way they work.

Lachlan Maddock | 13th Jan 2023 | More
Analysis
Turbulent markets will suit commercial real estate: Analysts

Listed property, which found investor favour in 2024, is better positioned to weather market volatility with institutions eyeing improving valuations and development opportunities. For overseas players, a weaker Australian dollar is a bonus.

Duncan Hughes | 28th Mar 2025 | More
Investors on red alert despite inflation being tamed: Atlantic House

Central banks have performed admirably to get economies back on track, but a public that is far less-trusting of big institutions and traditional asset classes remains unconvinced. US President Donald Trump’s trade policies are simply fuelling their fears.

Nicholas Way | 21st Mar 2025 | More
Authors
843 Articles
Lachlan is editor of Investor Strategy News and has extensive experience covering institutional investment.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum
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David Chaplin is a reputed financial services journalist and publisher of Investment News NZ.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum
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Drew is publisher of the Inside Network's mastheads and a principal adviser at Wattle Partners.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum
445 Articles
Greg has worked in financial services-related media for more than 30 years. He has launched dozens of financial titles, including Super Review, Top1000Funds.com and Investor Strategy News, of which he is the former editor.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum