Sun, 12th Jan 2025

In this episode, Paige Estritori of Financial Services Online discusses issues and trends in the Australian superannuation industry. Main talking points involve the need for collaboration between fund managers and advisers, with the focus on providing personalised retirement income products and services. Mentioned are Chant West and Morningstar Australasia's experts who stress avoiding one-size-fits-all solutions. The Rest Super Fund's impressive investment returns in 2024 are also highlighted, attributing its success to the resilience of the economy, consistent earnings growth, and focus on megatrends like decarbonisation and digitalisation. Finally, the podcast delves into the Future Fund's strategic shift towards purpose-driven investments in areas such as housing, national security, and green energy, marking a move towards values-driven capitalism. The balancing act between social impact and financial strategy is underscored in the face of this trend.n