Funds Management

The first challenge is understanding the difference between a pooled investment strategy and its trading structure. Decisions made without a clear purpose can become difficult to evaluate later. A household or investor may have several competing objectives, including liquidity, long-term growth, certainty and flexibility. …

The first challenge is understanding the trade-off between seeking to outperform a benchmark and tracking it. Decisions made without a clear purpose can become difficult to evaluate later. A household or investor may have several competing objectives, including liquidity, long-term growth, certainty and flexibility. …

The first challenge is understanding how exposures across assets and markets can influence overall portfolio risk. Decisions made without a clear purpose can become difficult to evaluate later. A household or investor may have several competing objectives, including liquidity, long-term growth, certainty and flexibility. …

The first challenge is understanding the cumulative effect of recurring costs on investment returns. Decisions made without a clear purpose can become difficult to evaluate later. A household or investor may have several competing objectives, including liquidity, long-term growth, certainty and flexibility. Those priorities …

The ATO has a newsroom page for APRA-regulated funds titled "Division 296: the latest for APRA super funds", last updated on 24 September 2026. It sets out how and when large funds will report.

The performance audit is titled "Australian Taxation Office's regulation of self-managed superannuation funds". It is at the evidence-gathering stage, and public contributions were accepted until 25 October 2026. Its criteria cover whether the ATO manages SMSF risks, ensures compliance and sanctions non-compliant funds.

AFCA released its 2025–26 annual review on 22 October 2026. It recorded almost 120,000 complaints across all financial products, a record, and superannuation accounted for 8,755 of them. The Shield and First Guardian collapses drove most complaints about investments and advice.