Media Room

You have better things to do than scour the media for superannuation news. We don’t. We search all corners of the globe for news that we feel might affect your super savings. Along the way we filter out the stories you don’t need.


We call it as we see it. No pretty bows. No spoonful of sugar.


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Super Funds Surge Higher in October.

Date 21/11/2017

Super Funds had a bumper October as the Australian sharemarket followed the world higher. The median SR50 Balanced option (with 60-76% of funds invested in growth assets such as equities) rose by a welcoming 2.3% across the month. All asset classes produced positive returns with the SR50 Australian Shares Index the top performer, with median returns a strong 3.8%.

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Australia’s Post-GFC Bull Market Delivers Windfall for Super Funds.

Date 16/11/2017

Ten years since the start of the global financial crisis, Australia’s top super funds have made up for lost time, with investors benefiting from the longest bull market rally since the end of World War II. While the financial crisis was a major challenge for retirees, SuperRatings’ analysis shows that Australia’s superannuation investors have enjoyed a windfall recovery, with the median balanced fund returning an accumulated 155% since October 2007.

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Fees In A Post-RG97 World.

Date 14/11/2017
Author Kirby Rappell

Following the introduction of the Australian Securities & Investments Commission’s Regulatory Guide 97 (RG97) disclosure regime, there have been substantial changes to the fee landscape for Australia’s superannuation providers.

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Super Funds Edge Higher in September

Date 20/10/2017

Superannuation funds recorded positive gains in September with the median balanced option fund rising by 0.9%. Yearly returns in this asset class are now sitting at an impressive +9.1%.

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Steady August For Super Funds.

Date 19/9/2017

Investors may have been hoping to start the new financial year with some wind in the sails but instead it has been steady as she goes. According to SuperRatings’ data, the median balanced option fund return was a modest 0.6% in August, with local shares assisted by a healthier commodities market.

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Superannuation Funds Lacklustre in July.

Date 25/8/2017
Author Juliet Wyllie

Superannuation funds had a slow start to the new financial year with the median balanced fund recording a 0.1% rise. Australian equities had a flat month in July which coupled with a rising Australian dollar, kept investment markets treading water.

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$140 Billion Windfall For Australians.

Date 20/7/2017
Author Jeff Bresnahan

Australians in mainstream superannuation funds are set for a windfall as SuperRatings exclusively reveals that the average fund return for last financial year topped 10.4%. As statements go out over the next few weeks, an estimated $140 billion will have been added to super accounts in investment earnings for the year, the eighth consecutive year that super funds have delivered positive returns to members.

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Funds Edge Higher in May.

Date 20/6/2017
Author Adam Gee

Super funds recorded small gains in May with the median Balanced option (with 60-76% of assets in growth assets such as equities) rising by 0.5%. One year returns are now sitting at an impressive 9.1% for the balanced option. All asset classes recorded rises in May with the exception of the SR50 Australian Shares Index which dived by -2%. Despite a weak May for Australian Shares, median yearly returns are a welcoming 9.6%.
International Shares were the best performing asset class over the month with the median fund surging by 2.4% as both US and European markets performed well.

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Super Funds Crash Through 10% Returns

Date 25/5/2017
Author Adam Gee

Superannuation fund returns continued their eight year bull run in April, boosted by international shares and a fall in the Australian dollar. The median balanced option return posted 1.4%, building on the 1.5% returned in March and bringing the financial year to date return to 10.0%. Even a 300 point loss on Wall St in mid-May wasn’t enough to stop the momentum with May now also looking like delivering positive returns for funds.

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Super Funds Strong in April.

Date 23/5/2017
Author Juliet Wyllie

Superannuants enjoyed positive returns in April, with all asset classes posting median returns in the black. It is looking likely that we will see double digit returns for the median Balanced fund for the financial year to date, which will be welcoming news to retirees.

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Super Funds Gain As Risk Outlook Eases.

Date 20/4/2017
Author Adam Gee

Superannuation fund returns were driven higher in March, boosted by continued gains from the Australian share market. The median balanced option posted a return of 1.5%, while the return for Q1 2017 was 2.5%, weighed down by a small negative return in January.

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Productivity Commission Findings No Windfall For Retail Funds

Date 4/4/2017
Author Adam Gee

RETAIL FUNDS STILL LIKELY TO MISS OUT ON DEFAULT STATUS.

The release of the Productivity Commission’s Draft Report Superannuation: Alternative Default Models on Wednesday has certainly raised some conjecture across the superannuation industry. The Report’s recommendations warrant a serious assessment given their potential ramifications for what remains a burgeoning superannuation industry, with a substantial number of funds still co-existing, despite ongoing pressures for consolidation.

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SUPERANNUATION RETURNS STABILISE IN FEBRUARY.

Date 21/3/2017
Author Adam Gee

Despite strong gains in local and global share markets in February, superannuation funds have delivered more moderate performance, with the median balanced option posting a return of 1.1%. Together with a small negative return in January, it has been a modest start to 2017, lower than what might be implied from recent market movements, including the continued reaction from equity markets to President Trump’s policies.

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Fundamentals Point To Strong 2017 For Super Funds Despite Slow Start.

Date 23/2/2017
Author Adam Gee

Superannuation funds posted a small negative return for the first month of 2017, but a number of indicators are showing real promise for the health of the Australian and global economies, lifting confidence and setting the year up for robust performance. In a year loaded with global political events, investors should prepare for more volatility, but should take comfort in the superannuation system’s track record of performance.

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SuperRatings Announces Top Ten Super Funds in 2016.

Date 20/1/2017
Author Adam Gee

According to SuperRatings, Catholic Super and HOSTPLUS were the top returning super funds in 2016, delivering a 10.1% gain for their members, compared to the median Balanced option return of 7.3%. Catholic Super and HOSTPLUS were followed by Cbus, CareSuper and Sunsuper, all of which provided well above median performance for their members over the year.

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SANTA RALLY PUSHES SUPER FUND RETURNS TO 5th CONSECUTIVE POSITIVE YEAR

Date 6/1/2017
Author Adam Gee

Super funds have performed above the ten-year average in 2016, showing the remarkable resilience of Australia’s superannuation system in what has proved to be a highly challenging and eventful year.

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Super Funds Benefit from 'Trump Effect'.

Date 22/12/2016
Author Adam Gee

After a brief shock to the system, equity markets have rallied strongly on the back of Donald Trump’s upset win in the US presidential election, with Australia’s superannuation investors among the immediate beneficiaries. However, SuperRatings warned investors to prepare for a potentially rocky ride as markets continue to adjust to the changing political landscape.

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Volatility Hits Markets in November

Date 24/12/2015
Author Juliet Wyllie

Challenging market conditions have impacted superannuation funds in November, with the median balanced option falling by -0.3%, taking year to date returns to 5.2%.

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