Your Fund Update

Helping our clients achieve a sense of freedom and wellbeing through greater financial security is something we care deeply about.
- Deanne Stewart

We review key investment markets and look at how shares, fixed income, cash and the Australian dollar performed in the year to 30 June 2019.

The global economy continues to slow and US-China relations remain tense. What can investors expect in the coming months?

Low growth and low inflation have left investors searching for good investment returns. Find out how to maximise your investments in this difficult environment.

Several new superannuation rules came into effect on 1 July 2019. We’ve summarised the key changes that may affect you.

Take some time to view our new Product Disclosure Statements and read an important update on fees and costs.

To benefit our clients, we’ve merged the StatePlus Retirement Fund and First State Superannuation Scheme. Discover what this means for you.