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Ins and outs of NZ Super’s reference portfolio

The NZ Superannuation Fund has slightly lifted both long-term outperformance and risk expectations in its latest ‘reference portfolio’ review while removing an explicit emerging markets benchmark from the process. Following the five-yearly refresh of reference portfolio assumptions in 2020, the NZ Super, New Zealand’s NZ$53 billion (A$49 billion) sovereign wealth fund raised its forecast cash…

David Chaplin | 21st Jan 2021 | More
Aviva launches alpha-generating climate fund

Aviva Investors last week (November 30) launched an Australian-domiciled global equities fund for institutional investors, targeting alpha from companies that are either providing solutions to climate change or transitioning their business models for a low-carbon economy. The strategy is based on the firm’s European version of the fund. The Climate Transition Global Equity Fund, which…

Investor Strategy News | 4th Dec 2020 | More
Behind the Hostplus move to outsource member contact department

When David Elia organised a takeout of 36 member services people from SuperPartners in 2008 to build Hostplus’s own service department, it caused a minor furore around Casselden Place, then home to some of Australia’s biggest industry funds. But times have changed. With the outsourcing of what is now a 100-person team to Hostplus’s new…

Investor Strategy News | 26th Nov 2020 | More
  • AMP on Listed Infrastructure

    Notwithstanding the political and superannuation industry talk of an infrastructure-led economic recovery in Australia, and elsewhere, the listed infrastructure sector has been looking decidedly unloved of late. And much of the sector’s underperformance against the broader market this year has not been justified in terms of company earnings. Guiseppe Corona, the London-based head of global…

    Greg Bright | 24th Sep 2020 | More
    Finally, a win for retirees

    The ATO delivered some positive news, approving fractional property investment platform Domacom’s’ application to broaden the use of the $300,000 downsizer contribution.

    Drew Meredith | 27th Aug 2020 | More
    Industry battles over early super release

    The superannuation industry is deeply divided over whether the government’s decision to change the super early release rules is really in the interest of the super fund members.

    The measure allows Australians to apply via myGov for access of up to $10,000 of their superannuation from April this year and an additional $10,000 from July 1 2020 for another three months.

    Annabelle Dickson | 25th Mar 2020 | More
  • Forget more compulsory super

    The Grattan Institute has released its submission to the government’s retirement incomes review, a review called in anticipation of five annual increases in compulsory superannuation contributions, scheduled to begin in July 2021.

    Brendan Coates | 3rd Mar 2020 | More
    Restore tax in the super pension phase

    The government’s retirement income review is being told our current tax and benefit treatment of retirement incomes is a mess.

    Kevin Davis | 26th Feb 2020 | More
  • We’re delaying major life events and our retirement income system hasn’t caught up

    Asked to conduct an independent review of Australia’s retirement income system, the panel appointed by treasurer Josh Frydenberg reported on Friday that it was all tied up with the family home.

    Rafal Chomik | 26th Nov 2019 | More
    Super guarantee debate goes another round

    The debate about whether compulsory employer superannuation contributions should be increased from the current level of 9.5 per cent is constantly simmering, waiting for the next opportunity to boil over.

    John Kavanagh | 2nd Oct 2019 | More