tasplan

CIO profiles

Ross Barry on owning outcomes and the new performance paradigm

The MTAA (soon to be Spirit Super) CIO's experience at First State Super managing a strategic partnership with asset manager HSBC brought a sharper focus on outcomes and how funds work with partners, Matthew Smith writes.

Matthew SmithFebruary 3, 2021

Governance

Visibility risk: Brand and marketing oversight to bite

Funds will need to think carefully about marketing and branding activities in light of the government's proposed best financial interest amendments which bans the use of member money for branding while adding oversight to marketing spending.

Matthew SmithJanuary 18, 2021

Opinion

Tasplan chair: No such thing as a bad merger

In a post-Covid world, organic growth will be much tougher and mergers of even very small funds may become a more cost-effective option.

Naomi EdwardsMay 4, 2020

Operations

QSuper and Sunsuper on track to merge

QSuper and Sunsuper are inching closer to a merger to create Australia's largest superannuation fund overseeing more than $195 billion in assets.

Elizabeth FryMarch 4, 2020

Investment Strategy

Bull market sees UniSuper top Chant West list

UniSuper’s $26 billion balanced fund outperformed its competitors in 2019 thanks to its high allocation to stocks.

Sarah JonesJanuary 17, 2020

Investment Strategy

Tasplan chair says $23 billion fund right size for now

Tasplan chair Naomi Edwards said the superannuation fund will be busy bedding down the $23 billion merger with MTAA Super but would welcome a new partner if the right fund came along.

Elizabeth FryDecember 2, 2019

Investment Strategy

QSuper and Sunsuper in merger talks

QSuper and Sunsuper have confirmed they are in talks about merging to create Australia’s largest superannuation fund with assets of $180 billion.

Elizabeth FryNovember 4, 2019

Roundtables

Smaller super funds say staying niche is critical

The super industry’s smaller players claim that niche growth strategies, agility and superior member engagement will increase their chances of survival as the sector moves to consolidate.

Elizabeth FrySeptember 25, 2019

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