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    Super & Wealth Summit

    The Australian Financial Review Super and Wealth Summit brings rivals, customers, service providers and enforcers to discuss investment strategy, regulatory change and policy settings, as well as exploring wealth and advice trends.

    Event Details

    APRA-regulated funds have to report members pension payments on a quarterly basis but not SMSFs.

    Super funds in the new era of scrutiny and engagement

    Dissect wealth and advice trends and how to deliver better outcomes for savers, retirees and investors at the Financial Review’s Super and Wealth Summit 2024.

    Super & Wealth Summit - Early bird registration

    Superannuation, wealth and advice leaders on delivering better outcomes for savers, retirees and investors.

    Register Now

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    APRA-regulated funds have to report members pension payments on a quarterly basis but not SMSFs.

    Super funds in the new era of scrutiny and engagement

    Dissect wealth and advice trends and how to deliver better outcomes for savers, retirees and investors at the Financial Review’s Super and Wealth Summit 2024.

    BlackRock executive committee member Mark Wiedman.

    Baby Boomers need to be open to digital financial advice

    There’s a new model in the United States that is taking off and potentially viable in Australia.

    • Anthony Macdonald
    Former truck driver Christian Jensen had to apply for two hardship variations on his mortgage thanks to delays from his super fund.

    ‘Financial heartbreak’: Customer complaints about super jump 32pc

    Former truck driver Christian Jensen had to apply for two hardship variations on his mortgage due to delays from his super fund.

    • Hannah Wootton and Lucy Dean

    Origin battle shows big super’s angst over the shrinking of the ASX

    The tussle for Origin has shone renewed light on whether we should be worried about the ASX shrinking as big companies go private.

    • James Thomson

    The super giant is failing at the grass roots

    The super industry has focused itself on piling up members and savings, not on the individuals getting the best results when they retire.

    • The AFR View
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    October 2023

    Stephen Jones has read super funds the riot act.

    Labor savages big super for failing customers

    Assistant Treasurer Stephen Jones has read the riot act to superannuation funds over poor customer service and retirement advice.

    • Hannah Wootton and Michael Read
    Margaret Cole says APRA will not shy away from enforcement action.

    Fundamental change needed to get super funds up to scratch, APRA warns

    The watchdog also said that funds’ unlisted asset valuations and liquidity management were under scrutiny as any failures to manage these in the current volatile economy risked customers’ savings and the broader financial system.

    • Hannah Wootton
    Lucy Dean, wealth reporter, AFR, Brooke Roberts, Co-CEO and Co-founder, Sharesies, Chris Brycki, founder and CEO, Stockspot and Victoria Devine, managing director, Zella Money, founder, She’s on the money during a panel discussion on delivering on the priorities of a diverse cohort ermerging of investors at the 2023 Super & Wealth Summit at the Grand Hyatt.

    What big super can learn from Robinhood

    Day trader darling Robinhood mastered the art of customer engagement, even if it went a little too far.

    • Lucy Dean
    ASIC deputy chair Sarah Court speaks to senior reporter Hannah Wootton.

    Don’t overstate active engagement claims, ASIC warns funds

    The investment regulator is paying attention to funds holding lucrative investments in the name of active ownership.

    • Lucy Dean
    Sam Sicilia, chief investment officer at Hostplus.

    Super funds use rising rates to boost returns, lower risk

    The surge in bond rates is creating seismic shifts in global asset allocations. Super funds are poised to take advantage.

    • Jonathan Shapiro
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    Cbus chair Wayne Swan says the $85 billion fund’s property portfolio has proven resilient to high interest rates

    ‘Not spooked’: Cbus chairman Wayne Swan doubles down on property

    Cbus chairman Wayne Swan says the $85 billion fund’s property portfolio has proven resilient to higher interest rates and the fallout of the pandemic.

    • Michael Read
    Super chiefs speak at the AFR’s Super & Wealth Summit.

    $3m super threshold must be indexed to stop ‘bracket creep by stealth’

    The proposal to double tax on balances above $3 million to 30 per cent is reasonable, but the limit should increase over time, says ART chief.

    • Hannah Wootton and Jonathan Shapiro
    The Financial Review’s Super & Wealth Summit.

    The $3.5 trillion super sector’s next big problem is already here

    Assistant Treasurer Stephen Jones has delivered a wake-up call to the sector to lift its game as 5 million Australians approach retirement.

    • James Thomson
    Cath Bowtell, Wayne Swan, Nicola Roxon and Sam Mostyn are shaping up as power players in the superannuation industry.

    Labor stacks big super with 15 new power players

    Cath Bowtell has quietly assumed the role of matriarch of the sprawling Labor-union aligned industry superannuation family.

    • Updated
    • Joanna Mather and Hannah Wootton
    Former Labor treasurer Wayne Swan says the GFC proved the power of super.

    Why Wayne Swan says super is our ‘economic secret weapon’

    The former treasurer says the super sector proved its economic power during the GFC and can help Australia’s next set of big challenges.

    • James Thomson
    Stephen Jones says funds need to up their game on customer service and retirement advice urgently.

    ‘Lift your game’ to help Boomers into retirement, super funds told

    Speaking at The Australian Financial Review Super & Wealth Summit on Tuesday, Stephen Jones will slam funds’ current customer service as “unresponsive”.

    • Hannah Wootton

    Super funds confident of outperforming inflation despite higher rates

    Fund CEOs say they can still meet their ambitious objectives for returns, and might even find new investment opportunities as previously expensive asset classes cheapen.

    • Hannah Wootton

    See which super funds rate the worst for retirement

    Regulators have criticised the super industry for largely ignoring a new obligation to help members prepare for retirement.

    • Hannah Wootton and Joanna Mather

    Super fund QSuper hands back keys to NYC office tower

    QSuper has quit a big bet on Manhattan real estate as rising interest rates and falling vacancies spoil its global property interests.

    • Jonathan Shapiro
    Boral and the broader cement and concrete industry are particularly vulnerable to climate change, investors say.

    Greenwash clash as funds hit Boral board over lowered carbon targets

    A group of funds led by HESTA and AMP are demanding Boral reinstate its 2030 emissions reduction target. Boral says that would be akin to greenwashing.

    • Hannah Wootton
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    Cash ETFs  invest in interest-bearing instruments such as bank and term deposits or short-term money market instruments.

    Investors think these ETFs are a ‘no brainer’ right now

    Cash, technology and uranium exchange-traded funds (ETFs) were among the most popular and best performing of the past year, while renewable energy ETFs bombed.

    • Joanna Mather
    Farmers may be forced to sell property if they have to pay tax on unrealised gains in the value of their farms.

    SMSFs forced to sell to cover $3m super tax: study

    Farmers and small business owners were particularly likely to be forced to sell assets to finance the tax, the study shows, with 13.5 per cent of affected SMSFs too illiquid to pay the tax without sales.

    • Hannah Wootton
    Super funds’ industry body memberships and advertising spends will be scrutinised, such as their contributions to the well known industry super ‘compare the pair’ campaign.

    What super funds spend on ads, donations, exec pay to be made public

    APRA warned funds it wants to publish the data. It comes as, in the battle for members, funds launch bigger advertising campaigns and elite sport sponsorship.

    • Hannah Wootton
    Don Russell.

    How ‘nation building’ can deliver competitive super returns

    AustralianSuper’s Don Russell cites infrastructure as an area where the $3.5 trillion sector has helped modernise Australia without compromising on returns.

    • Hannah Wootton
    Aged care

    Big super rejects government call to solve aged care funding crisis

    While Labor flags nation-building aged care, super funds resist using Australians’ savings as a “fix-all” source of needed revenue.

    • Updated
    • Hannah Wootton