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From investments, money matters and the world of finance, to member stories and the lowdown on your super, this podcast breaks down the hard stuff for you.

UniSuper


    • May 1, 2025 LATEST EPISODE
    • every other week NEW EPISODES
    • 15m AVG DURATION
    • 71 EPISODES


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    Latest episodes from Super Informed Radio

    Investment markets: May 2025

    Play Episode Listen Later May 1, 2025 15:36


    Markets have been on a rollercoaster ride since President Trump's tariff announcements in early April, quickly moving up and down. With US company reporting season underway, what can we expect next? In this episode, UniSuper's Head of Fixed Interest David Colosimo gives us the latest market news, as well as key things we're watching out for over the coming month. This episode marks our podcast's third birthday! We've seen lots of ups and downs in markets over the past three years, not least in the last month. Thanks for tuning in and for sharing our podcasts with your family, friends and colleagues—we really appreciate your trust in us, and we remain committed to keeping you informed. SHOW NOTES Your hosts are Lyndon Horsburgh and David Colosimo. Produced by Lyndon Horsburgh. Transcript available at unisuper.com.au/podcasts. For more info about investments at UniSuper, visit unisuper.com.au/investments. Chief Investment Officer John Pearce recently recorded a podcast addressing market volatility last month, be sure to give it a listen. You can watch John's regular investment update videos on our website (unisuper.com.au/investments) or on our YouTube channel (youtube.com/@unisupernews). His next update will be released this month; subscribe so you don't miss it! Have some feedback? Email us at podcasts@unisuper.com.au. *The information discussed in this podcast is of a general nature and may include general advice. It doesn't take into account your personal financial situation, needs or objectives. Before making any decision in relation to your UniSuper membership, you should consider your circumstances, the PDS and TMD relevant to you, and whether to consult a qualified financial adviser. For a copy of the PDS and TMD, call us on 1800 331 685 or go to unisuper.com.au/pds. Comments on the companies we invest in aren't intended as a recommendation of those companies for inclusion in personal portfolios. Certain information contained in this podcast may include forward-looking statements, and we do not guarantee that these statements will eventuate. UniSuper has no obligation to provide updates or changes to the information in this podcast. Past performance is not an indicator of future performance. Our portfolios have been designed to suit us, and may not be appropriate for others. Prepared by UniSuper Management Pty Ltd (ABN 91 006 961 799 AFSL No. 235907) on behalf of UniSuper Limited (ABN 54 006 027 121 AFSL No. 492806) the trustee of the UniSuper fund (ABN 91 385 943 850). Visit us at www.unisuper.com.au. Learn more about super with us at www.unisuper.com.au/super.

    Investment update with John Pearce: April 2025

    Play Episode Listen Later Apr 7, 2025 15:56


    Global share markets have been volatile following the imposition of tariffs by the US on its trading partners. While tariffs were expected, the market didn't anticipate the magnitude and breadth of the tariffs announced last week. As a result, we've seen widespread sell-offs in markets. In this podcast, Chief Investment Officer John Pearce discusses the current market environment and how UniSuper's Investments team is responding. SHOW NOTES Your hosts are Lyndon Horsburgh and John Pearce. Produced by Lyndon Horsburgh. Find out more info about investments at UniSuper at unisuper.com.au/investments. John recorded his most recent investment update video in February—watch it on our website (unisuper.com.au/investments) or on our YouTube channel (youtube.com/@unisupernews) and subscribe so you don't miss future updates. The information discussed in this podcast is of a general nature and may include general advice. It doesn't take into account your personal financial situation, needs or objectives. Before making any decision in relation to your UniSuper membership, you should consider your circumstances, the PDS and TMD relevant to you, and whether to consult a qualified financial adviser. For a copy of the PDS and TMD, call us on 1800 331 685 or go to unisuper.com.au/pds. Comments on the companies we invest in aren't intended as a recommendation of those companies for inclusion in personal portfolios. Certain information contained in this podcast may include forward-looking statements, and we do not guarantee that these statements will eventuate. UniSuper has no obligation to provide updates or changes to the information in this podcast. Past performance is not an indicator of future performance. Our portfolios have been designed to suit us, and may not be appropriate for others. Prepared by UniSuper Management Pty Ltd (ABN 91 006 961 799 AFSL No. 235907) on behalf of UniSuper Limited (ABN 54 006 027 121 AFSL No. 492806) the trustee of the UniSuper fund (ABN 91 385 943 850).

    Investment markets: April 2025

    Play Episode Listen Later Apr 1, 2025 12:45


    March was another volatile month for markets, with share markets around the world down. What's behind this weakness, and is it set to continue? In this episode, UniSuper's Head of Fixed Interest David Colosimo gives us the latest market news, as well as key things we're watching out for over the coming month. SHOW NOTES Your hosts are Lyndon Horsburgh and David Colosimo. Produced by Lyndon Horsburgh. Transcript available at unisuper.com.au/podcasts. For more info about investments at UniSuper, visit unisuper.com.au/investments. Chief Investment Officer John Pearce has recorded his latest investment update. Find it on our website (unisuper.com.au/investments) or on our YouTube channel (youtube.com/@unisupernews) and subscribe so you don't miss future updates. Have some feedback? Email us at podcasts@unisuper.com.au. *The information discussed in this podcast is of a general nature and may include general advice. It doesn't take into account your personal financial situation, needs or objectives. Before making any decision in relation to your UniSuper membership, you should consider your circumstances, the PDS and TMD relevant to you, and whether to consult a qualified financial adviser. For a copy of the PDS and TMD, call us on 1800 331 685 or go to unisuper.com.au/pds. Comments on the companies we invest in aren't intended as a recommendation of those companies for inclusion in personal portfolios. Certain information contained in this podcast may include forward-looking statements, and we do not guarantee that these statements will eventuate. UniSuper has no obligation to provide updates or changes to the information in this podcast. Past performance is not an indicator of future performance. Our portfolios have been designed to suit us, and may not be appropriate for others. Prepared by UniSuper Management Pty Ltd (ABN 91 006 961 799 AFSL No. 235907) on behalf of UniSuper Limited (ABN 54 006 027 121 AFSL No. 492806) the trustee of the UniSuper fund (ABN 91 385 943 850). Visit us at www.unisuper.com.au. Learn more about super with us at www.unisuper.com.au/super.

    Investment markets: March 2025

    Play Episode Listen Later Mar 3, 2025 15:09


    February was a mixed month for share markets around the world. Meanwhile, company reporting season in Australia and the US continued and expectations for results were high. What was behind the market performance? In this episode, UniSuper's Head of Fixed Interest David Colosimo gives us the latest market news, as well as key things we're watching out for over the coming month. SHOW NOTES Your hosts are Lyndon Horsburgh and David Colosimo. Produced by Lyndon Horsburgh. Transcript available at unisuper.com.au/podcasts. For more info about investments at UniSuper, visit unisuper.com.au/investments. Chief Investment Officer John Pearce has recorded his latest investment update. Find it on our website (unisuper.com.au/investments) or on our YouTube channel (youtube.com/@unisupernews) and subscribe so you don't miss future updates. Have some feedback? Email us at podcasts@unisuper.com.au. *Please note that past performance isn't an indicator of future performance. The information discussed in this podcast is of a general nature and may include general advice. It doesn't take into account your personal financial situation, needs or objectives. Before making any decision in relation to your UniSuper membership, you should consider your circumstances, the PDS and TMD relevant to you (these are on our website), and whether to consult a qualified financial adviser. Comments on the companies we invest in aren't intended as a recommendation of those companies for inclusion in personal portfolios. Our portfolios have been designed to suit us, and may not be appropriate for others. Prepared by UniSuper Management Pty Ltd (ABN 91 006 961 799 AFSL No. 235907) on behalf of UniSuper Limited (ABN 54 006 027 121 AFSL No. 492806) the trustee of the UniSuper fund (ABN 91 385 943 850). Visit us at www.unisuper.com.au. Learn more about super with us at www.unisuper.com.au/super.

    International Women's Day 2025

    Play Episode Listen Later Feb 28, 2025 31:03


    This International Women's Day, we celebrate the incredible women of UniSuper. Listen as Head of Marketing, Leah Mackenzie, speaks with UniSuper's Deputy Chair, Nicole Gower, about career paths, the importance of mentors and sponsors, and drops a Titanic reading recommendation for anyone interested in organisational leadership. SHOW NOTES Your host this episode is Leah Mackenzie, UniSuper's Head of Marketing. Special thanks to our guest, Nicole Gower—UniSuper Deputy Chair, and Vice-President (Operations) at the University of Sydney. Produced by Lyndon Horsburgh. If you enjoyed hearing from Nicole and are interested in the stories of other UniSuper women helping to create great futures, visit unisuper.com.au/women. Have some feedback or want to ask us a question? Email us at podcasts@unisuper.com.au. The information discussed in this podcast is of a general nature and may include general advice. It doesn't take into account your personal financial situation, needs or objectives. Before making any decision in relation to your UniSuper membership, you should consider your circumstances, the PDS and TMD relevant to you, and whether to consult a qualified financial adviser. For a copy of the PDS and TMD, call us on 1800 331 685 or go to unisuper.com.au/pds. Past performance isn't an indicator of future performance. The views expressed by the presenters of this podcast are their own—they don't necessarily represent the views of UniSuper. Prepared by UniSuper Management Pty Ltd (ABN 91 006 961 799 AFSL No. 235907) on behalf of UniSuper Limited (ABN 54 006 027 121 AFSL No. 492806) the trustee of the UniSuper fund (ABN 91 385 943 850). Visit us at www.unisuper.com.au. Learn more about super with us at www.unisuper.com.au/super.

    Investment markets: February 2025

    Play Episode Listen Later Feb 3, 2025 13:57


    The new year has seen plenty of activity in markets, with DeepSeek making headlines as a challenger to tech darling Nvidia. Meanwhile, the RBA is preparing to announce its next decision on interest rates—could Australian mortgage holders be in for a reprieve? In this episode, UniSuper's Head of Fixed Interest David Colosimo gives us the latest market news as well as key things we're watching out for over the coming month. Happy new year! We're looking forward to keeping you informed on markets throughout 2025. SHOW NOTES Your hosts are Lyndon Horsburgh and David Colosimo. Produced by Lyndon Horsburgh. Transcript available at unisuper.com.au/podcasts. Make the most of our Investments team's summer reading and podcast list while you enjoy the remainder of the warm weather: unisuper.com.au/articles/2024/12/unisupers-summer-reading-and-podcast-list For more info about investments at UniSuper, visit unisuper.com.au/investments. Chief Investment Officer John Pearce will record his next investment update soon. Subscribe to our YouTube channel so you don't miss it: youtube.com/@unisupernews Have some feedback? Email us at podcasts@unisuper.com.au. Please note that past performance isn't an indicator of future performance. The information discussed in this podcast is of a general nature and may include general advice. It doesn't take into account your personal financial situation, needs or objectives. Before making any decision in relation to your UniSuper membership, you should consider your circumstances, the PDS and TMD relevant to you (these are on our website), and whether to consult a qualified financial adviser. Comments on the companies we invest in aren't intended as a recommendation of those companies for inclusion in personal portfolios. Our portfolios have been designed to suit us, and may not be appropriate for others. Prepared by UniSuper Management Pty Ltd (ABN 91 006 961 799 AFSL No. 235907) on behalf of UniSuper Limited (ABN 54 006 027 121 AFSL No. 492806) the trustee of the UniSuper fund (ABN 91 385 943 850). Visit us at www.unisuper.com.au. Learn more about super with us at www.unisuper.com.au/super.

    Investment markets: December 2024

    Play Episode Listen Later Dec 2, 2024 14:23


    We've seen strength in share markets since the US election, but uncertainty remains as we wait for President-elect Donald Trump to enter office. What have markets been telling us so far? In this episode, UniSuper's Head of Fixed Interest David Colosimo gives us the latest market news, as well as key things we're watching out for over the coming month. Thank you for tuning into our podcasts over the year. This is our last investment market podcast for 2024—we'll be back in February 2025. We wish you a safe and happy holiday season! SHOW NOTES Your hosts are Lyndon Horsburgh and David Colosimo. Produced by Lyndon Horsburgh. Transcript available at unisuper.com.au/podcasts. David mentioned our Investments team's summer reading and podcast list, it's available at https://www.unisuper.com.au/articles/2024/12/unisupers-summer-reading-and-podcast-list. Make the most of it while you relax this summer! For more info about investments at UniSuper, visit unisuper.com.au/investments. Watch Chief Investment Officer John Pearce's latest investment update at unisuper.com.au/investments. Have some feedback? Email us at podcasts@unisuper.com.au. Please note that past performance isn't an indicator of future performance. The information discussed in this podcast is of a general nature and may include general advice. It doesn't take into account your personal financial situation, needs or objectives. Before making any decision in relation to your UniSuper membership, you should consider your circumstances, the PDS and TMD relevant to you (these are on our website), and whether to consult a qualified financial adviser. Comments on the companies we invest in aren't intended as a recommendation of those companies for inclusion in personal portfolios. Our portfolios have been designed to suit us, and may not be appropriate for others. Prepared by UniSuper Management Pty Ltd (ABN 91 006 961 799 AFSL No. 235907) on behalf of UniSuper Limited (ABN 54 006 027 121 AFSL No. 492806) the trustee of the UniSuper fund (ABN 91 385 943 850). Visit us at www.unisuper.com.au. Learn more about super with us at www.unisuper.com.au/super.

    Investment markets: November 2024

    Play Episode Listen Later Nov 1, 2024 13:42


    American voters are heading to the polls to determine the 47th president of the United States. How might the US election result affect markets? In this episode, UniSuper's Head of Fixed Interest David Colosimo gives us the latest market news and discusses the US election, as well as the key things we're watching out for over the coming month. SHOW NOTES Your hosts are Lyndon Horsburgh and David Colosimo. Produced by Lyndon Horsburgh. Transcript available at unisuper.com.au/podcasts. For more info about investments at UniSuper, visit unisuper.com.au/investments. Watch Chief Investment Officer John Pearce's latest investment update at unisuper.com.au/investments. Have some feedback? Email us at podcasts@unisuper.com.au. Please note that past performance isn't an indicator of future performance. The information discussed in this podcast is of a general nature and may include general advice. It doesn't take into account your personal financial situation, needs or objectives. Before making any decision in relation to your UniSuper membership, you should consider your circumstances, the PDS and TMD relevant to you (these are on our website), and whether to consult a qualified financial adviser. Comments on the companies we invest in aren't intended as a recommendation of those companies for inclusion in personal portfolios. Our portfolios have been designed to suit us, and may not be appropriate for others. Prepared by UniSuper Management Pty Ltd (ABN 91 006 961 799 AFSL No. 235907) on behalf of UniSuper Limited (ABN 54 006 027 121 AFSL No. 492806) the trustee of the UniSuper fund (ABN 91 385 943 850). Visit us at www.unisuper.com.au. Learn more about super with us at www.unisuper.com.au/super.

    Investment markets: October 2024

    Play Episode Listen Later Oct 1, 2024 12:21


    The US Federal Reserve delivered a surprise 0.5% interest rate cut in September, effectively declaring victory in its fight against inflation. What might this mean for shares, and are we close to seeing similar rate cuts in Australia? In this episode, UniSuper's lead economist and investment manager David Colosimo gives us the latest market news and discusses the key things we're watching out for over the coming month. SHOW NOTES Your hosts are Lyndon Horsburgh and David Colosimo. Produced by Lyndon Horsburgh. Transcript available soon at unisuper.com.au/podcasts. For more info about investments at UniSuper, visit unisuper.com.au/investments. Watch Chief Investment Officer John Pearce's latest investment update at unisuper.com.au/investments. Have some feedback? Email us at podcasts@unisuper.com.au. Please note that past performance isn't an indicator of future performance. The information discussed in this podcast is of a general nature and may include general advice. It doesn't take into account your personal financial situation, needs or objectives. Before making any decision in relation to your UniSuper membership, you should consider your circumstances, the PDS and TMD relevant to you (these are on our website), and whether to consult a qualified financial adviser. Comments on the companies we invest in aren't intended as a recommendation of those companies for inclusion in personal portfolios. Our portfolios have been designed to suit us, and may not be appropriate for others. Prepared by UniSuper Management Pty Ltd (ABN 91 006 961 799 AFSL No. 235907) on behalf of UniSuper Limited (ABN 54 006 027 121 AFSL No. 492806) the trustee of the UniSuper fund (ABN 91 385 943 850). Visit us at www.unisuper.com.au. Learn more about super with us at www.unisuper.com.au/super.

    Investment markets: September 2024

    Play Episode Listen Later Sep 2, 2024 13:45


    Share markets in Australia and the US saw sharp moves during the month but mostly regained lost ground. What was behind the volatility? In this episode, lead economist and investment manager David Colosimo is joined by UniSuper's Head of Australian Equities Penny Heard to discuss the latest market activity and recent company reporting season. SHOW NOTES Your hosts are Lyndon Horsburgh and David Colosimo, with special guest Penny Heard. Produced by Lyndon Horsburgh. Transcript available soon at unisuper.com.au/podcasts. For more info about investments at UniSuper, visit unisuper.com.au/investments. Chief Investment Officer John Pearce has released his latest investment update. Head to unisuper.com.au/investments to watch. Have some feedback? Email us at podcasts@unisuper.com.au. Please note that past performance isn't an indicator of future performance. The information discussed in this podcast is of a general nature and may include general advice. It doesn't take into account your personal financial situation, needs or objectives. Before making any decision in relation to your UniSuper membership, you should consider your circumstances, the PDS and TMD relevant to you (these are on our website), and whether to consult a qualified financial adviser. Comments on the companies we invest in aren't intended as a recommendation of those companies for inclusion in personal portfolios. Our portfolios have been designed to suit us, and may not be appropriate for others. Prepared by UniSuper Management Pty Ltd (ABN 91 006 961 799 AFSL No. 235907) on behalf of UniSuper Limited (ABN 54 006 027 121 AFSL No. 492806) the trustee of the UniSuper fund (ABN 91 385 943 850). Visit us at www.unisuper.com.au. Learn more about super with us at www.unisuper.com.au/super.

    Investment markets: August 2024

    Play Episode Listen Later Aug 1, 2024 12:27


    The technology sector has been the star of the show in markets recently—particularly the ‘Big Six'—but in July we saw a rotation away from the big tech names. What's behind this sudden change? UniSuper's lead economist and investment manager David Colosimo gives us the latest market news and discusses the key things we're watching out for over the coming month. SHOW NOTES Your hosts are Lyndon Horsburgh and David Colosimo. Produced by Lyndon Horsburgh. Transcript available at unisuper.com.au/podcasts. For more info about investments at UniSuper, visit unisuper.com.au/investments. Chief Investment Officer John Pearce has released his July investment update. Head to unisuper.com.au/investments to watch. Have some feedback? Email us at podcasts@unisuper.com.au. *Please note that past performance isn't an indicator of future performance. The information discussed in this podcast is of a general nature and may include general advice. It doesn't take into account your personal financial situation, needs or objectives. Before making any decision in relation to your UniSuper membership, you should consider your circumstances, the PDS and TMD relevant to you (these are on our website), and whether to consult a qualified financial adviser. Comments on the companies we invest in aren't intended as a recommendation of those companies for inclusion in personal portfolios. Our portfolios have been designed to suit us, and may not be appropriate for others. Prepared by UniSuper Management Pty Ltd (ABN 91 006 961 799 AFSL No. 235907) on behalf of UniSuper Limited (ABN 54 006 027 121 AFSL No. 492806) the trustee of the UniSuper fund (ABN 91 385 943 850). Visit us at www.unisuper.com.au. Learn more about super with us at www.unisuper.com.au/super.

    Investment markets: July 2024

    Play Episode Listen Later Jul 1, 2024 11:58


    The financial year ended with a familiar trend holding true—share markets performed well, with US shares and the tech sector standing out.* As financial and political influences play out, what can we expect in markets as we start the new year? UniSuper's lead economist and investment manager David Colosimo gives us the latest market news and discusses the key things we're watching out for over the coming month. SHOW NOTES Your hosts are Lyndon Horsburgh and David Colosimo. Produced by Lyndon Horsburgh. Transcript available soon at unisuper.com.au/podcasts. For more info about investments at UniSuper, visit unisuper.com.au/investments. Chief Investment Officer John Pearce will release his next investment update soon. Stay tuned to unisuper.com.au/investments. Have some feedback? Email us at podcasts@unisuper.com.au. *Please note that past performance isn't an indicator of future performance. The information discussed in this podcast is of a general nature and may include general advice. It doesn't take into account your personal financial situation, needs or objectives. Before making any decision in relation to your UniSuper membership, you should consider your circumstances, the PDS and TMD relevant to you (these are on our website), and whether to consult a qualified financial adviser. Comments on the companies we invest in aren't intended as a recommendation of those companies for inclusion in personal portfolios. Our portfolios have been designed to suit us, and may not be appropriate for others. Prepared by UniSuper Management Pty Ltd (ABN 91 006 961 799 AFSL No. 235907) on behalf of UniSuper Limited (ABN 54 006 027 121 AFSL No. 492806) the trustee of the UniSuper fund (ABN 91 385 943 850). Visit us at www.unisuper.com.au. Learn more about super with us at www.unisuper.com.au/super.

    Investment markets: June 2024

    Play Episode Listen Later Jun 3, 2024 11:13


    May was a solid month for US shares, while other share markets were generally flat. The US share market was up 4.5% in May, while Australia's share market was up just 0.5% for the month despite a solid start.* What's behind this? UniSuper's lead economist, investment manager David Colosimo, gives us the latest market news and discusses the key things we're watching out for over the coming month. SHOW NOTES Your hosts are Lyndon Horsburgh and David Colosimo. Produced by Lyndon Horsburgh. Transcript available soon at unisuper.com.au/podcasts. For more info about investments at UniSuper, visit unisuper.com.au/investments. Chief Investment Officer John Pearce's latest investment update is available now. Head to unisuper.com.au/investments to watch it. Have some feedback? Email us at podcasts@unisuper.com.au. * Please note that past performance isn't an indicator of future performance. The information discussed in this podcast is of a general nature and may include general advice. It doesn't take into account your personal financial situation, needs or objectives. Before making any decision in relation to your UniSuper membership, you should consider your circumstances, the PDS and TMD relevant to you (these are on our website), and whether to consult a qualified financial adviser. Comments on the companies we invest in aren't intended as a recommendation of those companies for inclusion in personal portfolios. Our portfolios have been designed to suit us, and may not be appropriate for others. Prepared by UniSuper Management Pty Ltd (ABN 91 006 961 799 AFSL No. 235907) on behalf of UniSuper Limited (ABN 54 006 027 121 AFSL No. 492806) the trustee of the UniSuper fund (ABN 91 385 943 850). Visit us at www.unisuper.com.au. Learn more about super with us at www.unisuper.com.au/super.

    Investment markets: May 2024

    Play Episode Listen Later May 1, 2024 11:33


    Following a strong run, share markets were down in April both in Australia and the US. What's behind these falls? UniSuper's lead economist, investment manager David Colosimo, gives us the latest market news and discusses the key things we're watching out for over the coming month. It's our second birthday! This episode marks two years since our first investment market podcast. Thanks for continuing to listen to and share these podcasts—we look forward to bringing you more over the coming months. SHOW NOTES Your hosts are Lyndon Horsburgh and David Colosimo. Produced by Lyndon Horsburgh. Transcript available at unisuper.com.au/podcasts. For more info about investments at UniSuper, visit unisuper.com.au/investments. Chief Investment Officer John Pearce's latest investment update is available now. Head to unisuper.com.au/investments to watch it. Have some feedback? Email us at podcasts@unisuper.com.au. *Please note that past performance isn't an indicator of future performance. The information discussed in this podcast is of a general nature and may include general advice. It doesn't take into account your personal financial situation, needs or objectives. Before making any decision in relation to your UniSuper membership, you should consider your circumstances, the PDS and TMD relevant to you (these are on our website), and whether to consult a qualified financial adviser. Comments on the companies we invest in aren't intended as a recommendation of those companies for inclusion in personal portfolios. Our portfolios have been designed to suit us, and may not be appropriate for others. Prepared by UniSuper Management Pty Ltd (ABN 91 006 961 799 AFSL No. 235907) on behalf of UniSuper Limited (ABN 54 006 027 121 AFSL No. 492806) the trustee of the UniSuper fund (ABN 91 385 943 850). Visit us at www.unisuper.com.au. Learn more about super with us at www.unisuper.com.au/super.

    Investment markets: April 2024

    Play Episode Listen Later Apr 2, 2024 12:16


    Since the lows we saw in October 2023, share markets in Australia and the US have risen steadily and March 2024 was another solid month.* So what's behind the momentum? UniSuper's lead economist, investment manager David Colosimo, gives us the latest market news and discusses the key things we're watching out for over the coming month. SHOW NOTES Your hosts are Lyndon Horsburgh and David Colosimo. Produced by Lyndon Horsburgh. Transcript available at unisuper.com.au/podcasts. For more info about investments at UniSuper, visit unisuper.com.au/investments. Our Chief Investment Officer, John Pearce, will release his next investment update soon. Stay tuned to unisuper.com.au/investments to watch it. Have some feedback? Email us at podcasts@unisuper.com.au. You can also join the conversation on Twitter: twitter.com/unisupernews. *Please note that past performance isn't an indicator of future performance. The information discussed in this podcast is of a general nature and may include general advice. It doesn't take into account your personal financial situation, needs or objectives. Before making any decision in relation to your UniSuper membership, you should consider your circumstances, the PDS and TMD relevant to you (these are on our website), and whether to consult a qualified financial adviser. Comments on the companies we invest in aren't intended as a recommendation of those companies for inclusion in personal portfolios. Our portfolios have been designed to suit us, and may not be appropriate for others. Prepared by UniSuper Management Pty Ltd (ABN 91 006 961 799 AFSL No. 235907) on behalf of UniSuper Limited (ABN 54 006 027 121 AFSL No. 492806) the trustee of the UniSuper fund (ABN 91 385 943 850). Visit us at www.unisuper.com.au. Learn more about super with us at www.unisuper.com.au/super.

    International Women's Day 2024

    Play Episode Listen Later Mar 6, 2024 30:06


    This International Women's Day, we celebrate some of the incredible women we have the privilege of working alongside at UniSuper. Head of Marketing, Leah Mackenzie, interviews Chief Financial Officer Anastasia Crisafi, and Head of Capability Dr Shannon Lloyd about their roles, careers, and the advice they wish they'd gotten earlier. SHOW NOTES Your host this episode is Leah Mackenzie, UniSuper's Head of Marketing. Leah's UniSuper guests are Chief Finance Officer Anastasia Crisafi, and Head of Capability Dr Shannon Lloyd. Listen to Anastasia's interview from 0:58. Listen to Shannon's interview from 15:20. Produced by Lyndon Horsburgh. Transcript available soon at unisuper.com.au/podcasts. We're committed to gender equity and building greater retirements for all. Find out more at unisuper.com.au/women. Have some feedback or want to ask us a question? Email us at podcasts@unisuper.com.au. You can also join the conversation on X (formerly Twitter): twitter.com/unisupernews. Visit us at www.unisuper.com.au. Learn more about super with us at www.unisuper.com.au/super. The information discussed in this podcast is of a general nature and may include general advice. It doesn't take into account your personal financial situation, needs or objectives. Before making any decision in relation to your UniSuper membership, you should consider your circumstances, the PDS and TMD relevant to you, and whether to consult a qualified financial adviser. For a copy of the PDS, call us on 1800 331 685 or go to unisuper.com.au/pds. The views expressed by the guests in this podcast are their own—they don't necessarily represent the views of UniSuper. Prepared by UniSuper Management Pty Ltd (ABN 91 006 961 799 AFSL No. 235907) on behalf of UniSuper Limited (ABN 54 006 027 121 AFSL No. 492806) the trustee of the UniSuper fund (ABN 91 385 943 850).

    Investment markets: March 2024

    Play Episode Listen Later Mar 1, 2024 13:09


    Share markets remained strong around the world in February—in some cases achieving record highs. While the Australian market remained solid, it was more subdued. So why did Australia fall behind? UniSuper's lead economist, investment manager David Colosimo, gives us the latest market news and discusses the key things we're watching out for over the coming month. SHOW NOTES Your hosts are Lyndon Horsburgh and David Colosimo. Produced by Lyndon Horsburgh. Transcript available soon at unisuper.com.au/podcasts. For more info about investments at UniSuper, visit unisuper.com.au/investments. Want to learn more? UniSuper's Chief Investment Officer John Pearce recently released his quarterly investment update. Go to unisuper.com.au/investments to watch. Have some feedback? Email us at podcasts@unisuper.com.au. You can also join the conversation on X (formerly Twitter): twitter.com/unisupernews. Please note that past performance isn't an indicator of future performance. The information discussed in this podcast is of a general nature and may include general advice. It doesn't take into account your personal financial situation, needs or objectives. Before making any decision in relation to your UniSuper membership, you should consider your circumstances, the PDS and TMD relevant to you (these are on our website), and whether to consult a qualified financial adviser. Comments on the companies we invest in aren't intended as a recommendation of those companies for inclusion in personal portfolios. Our portfolios have been designed to suit us, and may not be appropriate for others. Prepared by UniSuper Management Pty Ltd (ABN 91 006 961 799 AFSL No. 235907) on behalf of UniSuper Limited (ABN 54 006 027 121 AFSL No. 492806) the trustee of the UniSuper fund (ABN 91 385 943 850). Visit us at www.unisuper.com.au. Learn more about super with us at www.unisuper.com.au/super.

    Investment markets: February 2024

    Play Episode Listen Later Feb 1, 2024 12:48


    2023 ended strongly for markets and that momentum carried over into January 2024, with Australian and US share markets both breaking new highs. What's behind this market strength? UniSuper's lead economist, investment manager David Colosimo, gives us the latest market news and discusses the key things we're watching out for over the coming month. SHOW NOTES Your hosts are Lyndon Horsburgh and David Colosimo. Produced by Lyndon Horsburgh. Transcript available at unisuper.com.au/podcasts. For more info about investments at UniSuper, visit unisuper.com.au/investments. Chief Investment Officer John Pearce will release his latest investment update soon. Stay tuned to unisuper.com.au/investments to watch it. Have some feedback? Email us at podcasts@unisuper.com.au. You can also join the conversation on X (formerly Twitter): twitter.com/unisupernews. Please note that past performance isn't an indicator of future performance. The information discussed in this podcast is of a general nature and may include general advice. It doesn't take into account your personal financial situation, needs or objectives. Before making any decision in relation to your UniSuper membership, you should consider your circumstances, the PDS and TMD relevant to you (these are on our website), and whether to consult a qualified financial adviser. Comments on the companies we invest in aren't intended as a recommendation of those companies for inclusion in personal portfolios. Our portfolios have been designed to suit us, and may not be appropriate for others. Prepared by UniSuper Management Pty Ltd (ABN 91 006 961 799 AFSL No. 235907) on behalf of UniSuper Limited (ABN 54 006 027 121 AFSL No. 492806) the trustee of the UniSuper fund (ABN 91 385 943 850). Visit us at www.unisuper.com.au. Learn more about super with us at www.unisuper.com.au/super.

    Investment markets: December 2023

    Play Episode Listen Later Dec 1, 2023 12:22


    After a few months of share market weakness, we saw a big reversal in November—both US and Australian markets were up. So, what's behind this change? UniSuper's lead economist, investment manager David Colosimo, gives us the latest market news and shares the key things we're watching out for in December. Thank you for tuning into our podcasts over the year. This is our last investment market podcast for 2023—we'll be back in February 2024. We wish you a safe and happy holiday season! SHOW NOTES Your hosts are Lyndon Horsburgh and David Colosimo. Produced by Lyndon Horsburgh. Transcript available at unisuper.com.au/podcasts. For more info about investments at UniSuper, visit unisuper.com.au/investments. Chief Investment Officer John Pearce's latest investment update is available now. Head to unisuper.com.au/investments to watch it. Have some feedback? Email us at podcasts@unisuper.com.au. You can also join the conversation on X (formerly Twitter): twitter.com/unisupernews. Please note that past performance isn't an indicator of future performance. The information discussed in this podcast is of a general nature and may include general advice. It doesn't take into account your personal financial situation, needs or objectives. Before making any decision in relation to your UniSuper membership, you should consider your circumstances, the PDS and TMD relevant to you (these are on our website), and whether to consult a qualified financial adviser. Comments on the companies we invest in aren't intended as a recommendation of those companies for inclusion in personal portfolios. Our portfolios have been designed to suit us, and may not be appropriate for others. Prepared by UniSuper Management Pty Ltd (ABN 91 006 961 799 AFSL No. 235907) on behalf of UniSuper Limited (ABN 54 006 027 121 AFSL No. 492806) the trustee of the UniSuper fund (ABN 91 385 943 850). Visit us at www.unisuper.com.au. Learn more about super with us at www.unisuper.com.au/super.

    Investment markets: November 2023

    Play Episode Listen Later Nov 1, 2023 11:12


    We saw further falls in bond and share markets in October. Even though it looks like the world's central banks are getting towards the end of interest rate hikes, yields keep rising. What's behind it, and what can we expect to see? UniSuper's lead economist, investment manager David Colosimo, gives us the latest market news and shares the key things we're watching out for in November. SHOW NOTES Your hosts are Lyndon Horsburgh and David Colosimo. Produced by Lyndon Horsburgh. Transcript available soon at unisuper.com.au/podcasts. For more info about investments at UniSuper, visit unisuper.com.au/investments. Chief Investment Officer John Pearce's latest investment update is available now. Head to unisuper.com.au/investments to watch it. Have some feedback? Email us at superinformed@unisuper.com.au. You can also join the conversation on X (formerly Twitter): twitter.com/unisupernews. Please note that past performance isn't an indicator of future performance. The information discussed in this podcast is of a general nature and may include general advice. It doesn't take into account your personal financial situation, needs or objectives. Before making any decision in relation to your UniSuper membership, you should consider your circumstances, the PDS and TMD relevant to you (these are on our website), and whether to consult a qualified financial adviser. Comments on the companies we invest in aren't intended as a recommendation of those companies for inclusion in personal portfolios. Our portfolios have been designed to suit us, and may not be appropriate for others. Prepared by UniSuper Management Pty Ltd (ABN 91 006 961 799 AFSL No. 235907) on behalf of UniSuper Limited (ABN 54 006 027 121 AFSL No. 492806) the trustee of the UniSuper fund (ABN 91 385 943 850). Visit us at www.unisuper.com.au. Learn more about super with us at www.unisuper.com.au/super.

    Investment markets: October 2023

    Play Episode Listen Later Oct 2, 2023 9:49


    Share markets in Australia and the US were down in September, while the 10-year yield on government bonds in both countries was up by nearly half a percentage point. Is the US still set for a soft landing? UniSuper's lead economist, investment manager David Colosimo, gives us the latest market news and shares the key things we're watching out for in October. SHOW NOTES Your hosts are Lyndon Horsburgh and David Colosimo. Produced by Lyndon Horsburgh. Transcript available soon at unisuper.com.au/podcasts. For more info about investments at UniSuper, visit unisuper.com.au/investments. Chief Investment Officer John Pearce's latest investment update will be available shortly. Stay tuned to unisuper.com.au/investments to watch it. Have some feedback? Email us at enquiry@unisuper.com.au. You can also join the conversation on X (formerly Twitter): twitter.com/unisupernews. Please note that past performance isn't an indicator of future performance. The information discussed in this podcast is of a general nature and may include general advice. It doesn't take into account your personal financial situation, needs or objectives. Before making any decision in relation to your UniSuper membership, you should consider your circumstances, the PDS and TMD relevant to you (these are on our website), and whether to consult a qualified financial adviser. Comments on the companies we invest in aren't intended as a recommendation of those companies for inclusion in personal portfolios. Our portfolios have been designed to suit us, and may not be appropriate for others. Prepared by UniSuper Management Pty Ltd (ABN 91 006 961 799 AFSL No. 235907) on behalf of UniSuper Limited (ABN 54 006 027 121 AFSL No. 492806) the trustee of the UniSuper fund (ABN 91 385 943 850). Visit us at www.unisuper.com.au. Learn more about super with us at www.unisuper.com.au/super.

    Investment markets: September 2023

    Play Episode Listen Later Sep 1, 2023 12:05


    Share markets in Australia and the US were down in August, while recent economic data shows the US economy is slowing but not crashing. What's behind this? UniSuper's lead economist, investment manager David Colosimo, gives us the latest market news and shares the key things we're watching out for in September. SHOW NOTES Your hosts are Lyndon Horsburgh and David Colosimo. Produced by Lyndon Horsburgh. Transcript available at unisuper.com.au/podcasts. For more info about investments at UniSuper, visit unisuper.com.au/investments. Have some feedback? Email us at superinformed@unisuper.com.au. You can also join the conversation on Twitter: twitter.com/unisupernews. Please note that past performance isn't an indicator of future performance. The information discussed in this podcast is of a general nature and may include general advice. It doesn't take into account your personal financial situation, needs or objectives. Before making any decision in relation to your UniSuper membership, you should consider your circumstances, the PDS and TMD relevant to you (these are on our website), and whether to consult a qualified financial adviser. Comments on the companies we invest in aren't intended as a recommendation of those companies for inclusion in personal portfolios. Our portfolios have been designed to suit us, and may not be appropriate for others. Prepared by UniSuper Management Pty Ltd (ABN 91 006 961 799 AFSL No. 235907) on behalf of UniSuper Limited (ABN 54 006 027 121 AFSL No. 492806) the trustee of the UniSuper fund (ABN 91 385 943 850). Visit us at www.unisuper.com.au. Learn more about super with us at www.unisuper.com.au/super.

    Investment markets: August 2023

    Play Episode Listen Later Aug 1, 2023 10:54


    The 2023-24 financial year started on a strong note in Australian and US share markets. But can that positive sentiment be sustained? UniSuper's lead economist, investment manager David Colosimo, gives us the latest market news and shares the key things we're watching out for in August. SHOW NOTES Your hosts are Lyndon Horsburgh and David Colosimo. Produced by Lyndon Horsburgh. Transcript available soon at unisuper.com.au/podcasts. For more info about investments at UniSuper, visit unisuper.com.au/investments. Chief Investment Officer John Pearce has released his latest investment update video and issued his FY2022-23 reflection. Head to unisuper.com.au/investments to watch the video. Visit unisuper.com.au/news-and-insights/market-reflect-2023 to read the reflection. Have some feedback? Email us at superinformed@unisuper.com.au. You can also join the conversation on Twitter: twitter.com/unisupernews. Please note that past performance isn't an indicator of future performance. The information discussed in this podcast is of a general nature and may include general advice. It doesn't take into account your personal financial situation, needs or objectives. Before making any decision in relation to your UniSuper membership, you should consider your circumstances, the PDS and TMD relevant to you (these are on our website), and whether to consult a qualified financial adviser. Comments on the companies we invest in aren't intended as a recommendation of those companies for inclusion in personal portfolios. Our portfolios have been designed to suit us, and may not be appropriate for others. Prepared by UniSuper Management Pty Ltd (ABN 91 006 961 799 AFSL No. 235907) on behalf of UniSuper Limited (ABN 54 006 027 121 AFSL No. 492806) the trustee of the UniSuper fund (ABN 91 385 943 850). Visit us at www.unisuper.com.au. Learn more about super with us at www.unisuper.com.au/super.

    Investment markets: July 2023

    Play Episode Listen Later Jul 3, 2023 11:38


    The 2022-23 financial year has ended, and it finished on a strong note for Australian and US share markets. But with inflation lingering, can this continue into the 2023-24 financial year? UniSuper's lead economist, investment manager David Colosimo, gives us the latest market news and shares the key things we're watching out for in July. SHOW NOTES Your hosts are Lyndon Horsburgh and David Colosimo. Produced by Lyndon Horsburgh. Transcript available soon at unisuper.com.au/podcasts. For more info about investments at UniSuper, visit unisuper.com.au/investments. Chief Investment Officer John Pearce's latest investment update will be available shortly. Stay tuned to unisuper.com.au/investments to watch it. Have some feedback? Email us at superinformed@unisuper.com.au. You can also join the conversation on Twitter: twitter.com/unisupernews. Please note that past performance isn't an indicator of future performance. The information discussed in this podcast is of a general nature and may include general advice. It doesn't take into account your personal financial situation, needs or objectives. Before making any decision in relation to your UniSuper membership, you should consider your circumstances, the PDS and TMD relevant to you (these are on our website), and whether to consult a qualified financial adviser. Comments on the companies we invest in aren't intended as a recommendation of those companies for inclusion in personal portfolios. Our portfolios have been designed to suit us, and may not be appropriate for others. Prepared by UniSuper Management Pty Ltd (ABN 91 006 961 799 AFSL No. 235907) on behalf of UniSuper Limited (ABN 54 006 027 121 AFSL No. 492806) the trustee of the UniSuper fund (ABN 91 385 943 850). Visit us at www.unisuper.com.au. Learn more about super with us at www.unisuper.com.au/super.

    Investment markets: June 2023

    Play Episode Listen Later Jun 2, 2023 10:20


    While the US market was flat during May, we saw some contrasting performance across sectors. What was behind this and how did it play out in Australia? UniSuper's lead economist, investment manager David Colosimo, gives us the latest market news and shares the key things we're watching out for in June as we wrap up the 2023 financial year. Podcast of the Year! Super Informed Radio has been named Podcast of the Year at the 2023 Financial Standard MAX & Investment Leadership Awards. We couldn't be happier, and it's all thanks to you—our members. We're committed to keeping you up-to-date on investment markets into the new financial year and beyond. SHOW NOTES Your hosts are Lyndon Horsburgh and David Colosimo. Produced by Lyndon Horsburgh. Transcript available at unisuper.com.au/podcasts. For more info about investments at UniSuper, visit unisuper.com.au/investments. Chief Investment Officer John Pearce's latest investment update is available now. Head to unisuper.com.au/investments to watch it. Have some feedback? Email us at superinformed@unisuper.com.au. You can also join the conversation on Twitter: twitter.com/unisupernews. Please note that past performance isn't an indicator of future performance. The information discussed in this podcast is of a general nature and may include general advice. It doesn't take into account your personal financial situation, needs or objectives. Before making any decision in relation to your UniSuper membership, you should consider your circumstances, the PDS and TMD relevant to you (these are on our website), and whether to consult a qualified financial adviser. Comments on the companies we invest in aren't intended as a recommendation of those companies for inclusion in personal portfolios. Our portfolios have been designed to suit us, and may not be appropriate for others. Prepared by UniSuper Management Pty Ltd (ABN 91 006 961 799 AFSL No. 235907) on behalf of UniSuper Limited (ABN 54 006 027 121 AFSL No. 492806) the trustee of the UniSuper fund (ABN 91 385 943 850). Visit us at www.unisuper.com.au. Learn more about super with us at www.unisuper.com.au/super.

    Investment markets: May 2023

    Play Episode Listen Later May 2, 2023 10:46


    Australian and US share markets were up in April but it wasn't all smooth sailing, with further volatility in both the US and Australia. So what were the main themes for the month? UniSuper's lead economist, investment manager David Colosimo, gives us the latest market news and shares the key things we're watching out for in May. This episode marks one year on air for our monthly investment market podcast series—we're looking forward to keeping you informed for another 12 months, and beyond. SHOW NOTES Your hosts are Lyndon Horsburgh and David Colosimo. Produced by Lyndon Horsburgh. Transcript available soon at unisuper.com.au/podcasts. For more info about investments at UniSuper, visit unisuper.com.au/investments. Chief Investment Officer John Pearce will release his quarterly investment update in the coming days. Stay tuned to unisuper.com.au/investments to watch it. Have some feedback? Email us at superinformed@unisuper.com.au. You can also join the conversation on Twitter: twitter.com/unisupernews. Please note that past performance isn't an indicator of future performance. The information discussed in this podcast is of a general nature and may include general advice. It doesn't take into account your personal financial situation, needs or objectives. Before making any decision in relation to your UniSuper membership, you should consider your circumstances, the PDS and TMD relevant to you (these are on our website), and whether to consult a qualified financial adviser. Comments on the companies we invest in aren't intended as a recommendation of those companies for inclusion in personal portfolios. Our portfolios have been designed to suit us, and may not be appropriate for others. Prepared by UniSuper Management Pty Ltd (ABN 91 006 961 799 AFSL No. 235907) on behalf of UniSuper Limited (ABN 54 006 027 121 AFSL No. 492806) the trustee of the UniSuper fund (ABN 91 385 943 850). Visit us at www.unisuper.com.au. Learn more about super with us at www.unisuper.com.au/super.

    Investment markets: April 2023

    Play Episode Listen Later Apr 4, 2023 13:10


    The banking crisis has put a strain on markets, creating further volatility. So what does this mean for us in Australia, and will we see more rate rises? UniSuper's lead economist and Investment Manager, David Colosimo, gives us the latest market news. SHOW NOTES Your hosts are Lyndon Horsburgh and David Colosimo. Produced by Lyndon Horsburgh. Transcript available at unisuper.com.au/podcasts. For more info about investments at UniSuper, visit unisuper.com.au/investments. Have some feedback? Email us at superinformed@unisuper.com.au. You can also join the conversation on Twitter: twitter.com/unisupernews. Please note that past performance isn't an indicator of future performance. The information discussed in this podcast is of a general nature and may include general advice. It doesn't take into account your personal financial situation, needs or objectives. Before making any decision in relation to your UniSuper membership, you should consider your circumstances, the PDS and TMD relevant to you (these are on our website), and whether to consult a qualified financial adviser. Comments on the companies we invest in aren't intended as a recommendation of those companies for inclusion in personal portfolios. Our portfolios have been designed to suit us, and may not be appropriate for others. Prepared by UniSuper Management Pty Ltd (ABN 91 006 961 799 AFSL No. 235907) on behalf of UniSuper Limited (ABN 54 006 027 121 AFSL No. 492806) the trustee of the UniSuper fund (ABN 91 385 943 850). Visit us at www.unisuper.com.au. Learn more about super with us at www.unisuper.com.au/super.

    Investment markets: March 2023

    Play Episode Listen Later Mar 1, 2023 8:36


    After a strong start to the year, financial markets were down in February. So what was behind the slump? UniSuper's lead economist and Investment Manager, David Colosimo, gives us the latest market news. SHOW NOTES Your hosts are Lyndon Horsburgh and David Colosimo. Produced by Lyndon Horsburgh. Transcript available at unisuper.com.au/podcasts. For more info about investments at UniSuper, visit unisuper.com.au/investments. Have some feedback? Email us at superinformed@unisuper.com.au. You can also join the conversation on Twitter: twitter.com/unisupernews. Please note that past performance isn't an indicator of future performance. The information discussed in this podcast is of a general nature and may include general advice. It doesn't take into account your personal financial situation, needs or objectives. Before making any decision in relation to your UniSuper membership, you should consider your circumstances, the PDS and TMD relevant to you (these are on our website), and whether to consult a qualified financial adviser. Comments on the companies we invest in aren't intended as a recommendation of those companies for inclusion in personal portfolios. Our portfolios have been designed to suit us, and may not be appropriate for others. Prepared by UniSuper Management Pty Ltd (ABN 91 006 961 799 AFSL No. 235907) on behalf of UniSuper Limited (ABN 54 006 027 121 AFSL No. 492806) the trustee of the UniSuper fund (ABN 91 385 943 850). Visit us at www.unisuper.com.au. Learn more about super with us at www.unisuper.com.au/super.

    Investment markets: February 2023

    Play Episode Listen Later Feb 1, 2023 11:12


    A new year brings new hope, and it's been a positive start to 2023 with share markets rebounding. But are we out of the woods yet? UniSuper's lead economist and Investment Manager, David Colosimo, gives us the latest market news. SHOW NOTES Your hosts are Lyndon Horsburgh and David Colosimo. Produced by Lyndon Horsburgh. Transcript available at unisuper.com.au/podcasts. For more info about investments at UniSuper, visit unisuper.com.au/investments. Have some feedback? Email us at superinformed@unisuper.com.au. You can also join the conversation on Twitter: twitter.com/unisupernews. Please note that past performance isn't an indicator of future performance. The information discussed in this podcast is of a general nature and may include general advice. It doesn't take into account your personal financial situation, needs or objectives. Before making any decision in relation to your UniSuper membership, you should consider your circumstances, the PDS and TMD relevant to you (these are on our website), and whether to consult a qualified financial adviser. Comments on the companies we invest in aren't intended as a recommendation of those companies for inclusion in personal portfolios. Our portfolios have been designed to suit us, and may not be appropriate for others. Prepared by UniSuper Management Pty Ltd (ABN 91 006 961 799 AFSL No. 235907) on behalf of UniSuper Limited (ABN 54 006 027 121 AFSL No. 492806) the trustee of the UniSuper fund (ABN 91 385 943 850). Visit us at www.unisuper.com.au. Learn more about super with us at www.unisuper.com.au/super.

    Investment markets: December 2022

    Play Episode Listen Later Dec 2, 2022 9:33


    Chinese markets were up in November, and that's good news for Australia. So how does Australia benefit? UniSuper's lead economist and investment manager David Colosimo, gives us the latest market news. Thank you for tuning into our podcasts over the year. This is our last investment market podcast for 2022—we'll be back in February 2023. We wish you a safe and happy holiday season! SHOW NOTES Your hosts are Lyndon Horsburgh and David Colosimo. Produced by Lyndon Horsburgh. Transcript available at unisuper.com.au/podcasts. For more info about investments at UniSuper, visit unisuper.com.au/investments. Have some feedback? Email us at superinformed@unisuper.com.au. You can also join the conversation on Twitter: twitter.com/unisupernews. Please note that past performance isn't an indicator of future performance. The information discussed in this podcast is of a general nature and may include general advice. It doesn't take into account your personal financial situation, needs or objectives. Before making any decision in relation to your UniSuper membership, you should consider your circumstances, the PDS and TMD relevant to you (these are on our website), and whether to consult a qualified financial adviser. Comments on the companies we invest in aren't intended as a recommendation of those companies for inclusion in personal portfolios. Our portfolios have been designed to suit us, and may not be appropriate for others. Prepared by UniSuper Management Pty Ltd (ABN 91 006 961 799 AFSL No. 235907) on behalf of UniSuper Limited (ABN 54 006 027 121 AFSL No. 492806) the trustee of the UniSuper fund (ABN 91 385 943 850). Visit us at www.unisuper.com.au. Learn more about super with us at www.unisuper.com.au/super.

    Investment markets: November 2022

    Play Episode Listen Later Nov 2, 2022 9:30


    Australian and US share markets were both up in October. Which sectors performed best, and why are some big companies lagging? UniSuper's lead economist, investment manager David Colosimo, gives us the latest market news. SHOW NOTES Your hosts are Lyndon Horsburgh and David Colosimo. Produced by Lyndon Horsburgh. Transcript available soon at unisuper.com.au/podcasts. For more info about investments at UniSuper, visit unisuper.com.au/investments. Have some feedback? Email us at superinformed@unisuper.com.au. You can also join the conversation on Twitter: twitter.com/unisupernews. Please note that past performance isn't an indicator of future performance. The information discussed in this podcast is of a general nature and may include general advice. It doesn't take into account your personal financial situation, needs or objectives. Before making any decision in relation to your UniSuper membership, you should consider your circumstances, the PDS and TMD relevant to you (these are on our website), and whether to consult a qualified financial adviser. Comments on the companies we invest in aren't intended as a recommendation of those companies for inclusion in personal portfolios. Our portfolios have been designed to suit us, and may not be appropriate for others. Prepared by UniSuper Management Pty Ltd (ABN 91 006 961 799 AFSL No. 235907) on behalf of UniSuper Limited (ABN 54 006 027 121 AFSL No. 492806) the trustee of the UniSuper fund (ABN 91 385 943 850). Visit us at www.unisuper.com.au. Learn more about super with us at www.unisuper.com.au/super.

    October 2022 Federal Budget recap

    Play Episode Listen Later Oct 27, 2022 9:06


    Treasurer Jim Chalmers' first Federal Budget produced broadly no changes to super rules. Instead, the budget focused on social and education spending, with $7.5 billion dedicated to cost-of-living relief through cheaper childcare, expanded paid parental leave and cheaper medicines. UniSuper's Policy & Advocacy Manager, Benedict Davies, joins us to break down the key announcements. SHOW NOTES Your hosts are Lyndon Horsburgh and Tania Meade. Produced by Lyndon Horsburgh. Transcript available at unisuper.com.au/podcasts. A big thanks to our special guest, Benedict Davies, UniSuper's Policy & Advocacy Manager. Our October 2022 Federal Budget recap at unisuper.com.au/news-and-insights/october-2022-federal-budget-recap provides an overview of the key announcements. For more info about the October 2022 Federal Budget, visit the Government's official Budget site, https://budget.gov.au Benedict refers to a speech by Ross Garnaut at the recent Jobs and Skills Summit, available at https://www.google.com/url?sa=t&rct=j&q=&esrc=s&source=web&cd=&ved=2ahUKEwiwrOfrvPz6AhUM3jgGHWeLCNwQFnoECAwQAQ&url=https%3A%2F%2Fwww.rossgarnaut.com.au%2Ffiles%2F2022%2F09%2FSUMMIT-SPEECH-1-SEPTEMBER-2022.pdf&usg=AOvVaw13Tzo6soXyT2AS_Tm7qYQi Benedict also refers to some excellent commentary in The Conversation by Peter Martin, available at https://theconversation.com/jim-chalmers-2022-23-budget-mantra-whatever-you-do-dont-fuel-inflation-192846 Have some feedback or a topic you'd like us to explore in future episodes? Email us at superinformed@unisuper.com.au. You can also join the conversation on Twitter: twitter.com/unisupernews. At the time of recording, any Budget announcements are proposals only and shouldn't be considered final until legislation passes. Information discussed in this podcast, as prepared and provided by UniSuper Management Pty Ltd ABN 91 006 961 799, AFSL No. 235907, is of a general nature and may include general advice. It doesn't take into account your objectives, financial situation or needs. Before making any decision in relation to your UniSuper membership, you should consider your circumstances, the relevant PDS and TMD, and whether to consult a qualified financial adviser. For a copy of the PDS or TMD, call us on 1800 331 685 or visit unisuper.com.au/pds. Visit us at www.unisuper.com.au. Learn more about super with us at www.unisuper.com.au/super.

    Investment markets: October 2022

    Play Episode Listen Later Oct 4, 2022 9:49


    Inflation and uncertainty are still on investors' minds as the financial year's first quarter wraps up. What's the forecast from here—and are we through the worst of it? UniSuper's lead economist, investment manager David Colosimo, gives us the latest market news. SHOW NOTES Your hosts are Lyndon Horsburgh and David Colosimo. Produced by Lyndon Horsburgh. For more info about investments at UniSuper, visit unisuper.com.au/investments. Have some feedback? Email us at superinformed@unisuper.com.au. You can also join the conversation on Twitter: twitter.com/unisupernews. Please note that past performance isn't an indicator of future performance. The information discussed in this podcast is of a general nature and may include general advice. It doesn't take into account your personal financial situation, needs or objectives. Before making any decision in relation to your UniSuper membership, you should consider your circumstances, the PDS and TMD relevant to you (these are on our website), and whether to consult a qualified financial adviser. Comments on the companies we invest in aren't intended as a recommendation of those companies for inclusion in personal portfolios. Our portfolios have been designed to suit us, and may not be appropriate for others. Prepared by UniSuper Management Pty Ltd (ABN 91 006 961 799 AFSL No. 235907) on behalf of UniSuper Limited (ABN 54 006 027 121 AFSL No. 492806) the trustee of the UniSuper fund (ABN 91 385 943 850). Visit us at www.unisuper.com.au. Learn more about super with us at www.unisuper.com.au/super.

    Investment markets: September 2022

    Play Episode Listen Later Sep 2, 2022 7:51


    Over the past month, we've seen further volatility in financial markets. What's driving this, what does September have in store, and is a recession inevitable? UniSuper's lead economist, investment manager David Colosimo, gives us the latest market news. SHOW NOTES Your hosts are Lyndon Horsburgh and David Colosimo. Produced by Lyndon Horsburgh. Transcript available soon at unisuper.com.au/podcasts. For more info about investments at UniSuper, visit unisuper.com.au/investments. Have some feedback? Email us at superinformed@unisuper.com.au. You can also join the conversation on Twitter: twitter.com/unisupernews. Please note that past performance isn't an indicator of future performance. The information discussed in this podcast is of a general nature and may include general advice. It doesn't take into account your personal financial situation, needs or objectives. Before making any decision in relation to your UniSuper membership, you should consider your circumstances, the PDS and TMD relevant to you (these are on our website), and whether to consult a qualified financial adviser. Comments on the companies we invest in aren't intended as a recommendation of those companies for inclusion in personal portfolios. Our portfolios have been designed to suit us, and may not be appropriate for others. Prepared by UniSuper Management Pty Ltd (ABN 91 006 961 799 AFSL No. 235907) on behalf of UniSuper Limited (ABN 54 006 027 121 AFSL No. 492806) the trustee of the UniSuper fund (ABN 91 385 943 850). Visit us at www.unisuper.com.au. Learn more about super with us at www.unisuper.com.au/super.

    Investment markets: August 2022

    Play Episode Listen Later Aug 2, 2022 8:24


    Over the past month, we've seen inflation continue to beat expectations, as well as further interest rate hikes. So why were share markets up? UniSuper's lead economist, investment manager David Colosimo, gives us the latest market news and shares the key things we're watching out for in August. SHOW NOTES Your hosts are Lyndon Horsburgh and David Colosimo. Produced by Lyndon Horsburgh. Transcript available at unisuper.com.au/podcasts. For more info on how we're managing the current market environment, watch our Chief Investment Officer John Pearce's latest video at unisuper.com.au/news-and-insights/investment-update-with-john-pearce-july-2022. For more info about investments at UniSuper, visit unisuper.com.au/investments. Have some feedback? Email us at superinformed@unisuper.com.au. You can also join the conversation on Twitter: twitter.com/unisupernews. Please note that past performance isn't an indicator of future performance. The information discussed in this podcast is of a general nature and may include general advice. It doesn't take into account your personal financial situation, needs or objectives. Before making any decision in relation to your UniSuper membership, you should consider your circumstances, the PDS and TMD relevant to you (these are on our website), and whether to consult a qualified financial adviser. Comments on the companies we invest in aren't intended as a recommendation of those companies for inclusion in personal portfolios. Our portfolios have been designed to suit us, and may not be appropriate for others. Prepared by UniSuper Management Pty Ltd (ABN 91 006 961 799 AFSL No. 235907) on behalf of UniSuper Limited (ABN 54 006 027 121 AFSL No. 492806) the trustee of the UniSuper fund (ABN 91 385 943 850). Visit us at www.unisuper.com.au. Learn more about super with us at www.unisuper.com.au/super.

    Investment markets: July 2022

    Play Episode Listen Later Jul 4, 2022 9:32


    June was a tough month in financial markets, ending a difficult financial year. But were there any bright spots amid the turbulence? UniSuper's lead economist, investment manager David Colosimo, looks back at how we closed the financial year, and what's on the cards for July. SHOW NOTES Your hosts are Lyndon Horsburgh and David Colosimo. Produced by Lyndon Horsburgh. Transcript available at unisuper.com.au/podcasts. For more info on how we're managing the current market environment, watch our Chief Investment Officer John Pearce's latest video at unisuper.com.au/news-and-insights/investment-update-with-john-pearce-april-2022. John's next video comes out in mid-July—keep an eye out on our website, unisuper.com.au. For more info about investments at UniSuper, visit unisuper.com.au/investments. Have some feedback? Email us at superinformed@unisuper.com.au. You can also join the conversation on Twitter: twitter.com/unisupernews. Please note that past performance isn't an indicator of future performance. The information discussed in this podcast is of a general nature and may include general advice. It doesn't take into account your personal financial situation, needs or objectives. Before making any decision in relation to your UniSuper membership, you should consider your circumstances, the PDS and TMD relevant to you (these are on our website), and whether to consult a qualified financial adviser. Comments on the companies we invest in aren't intended as a recommendation of those companies for inclusion in personal portfolios. Our portfolios have been designed to suit us, and may not be appropriate for others. Prepared by UniSuper Management Pty Ltd (ABN 91 006 961 799 AFSL No. 235907) on behalf of UniSuper Limited (ABN 54 006 027 121 AFSL No. 492806) the trustee of the UniSuper fund (ABN 91 385 943 850). Visit us at www.unisuper.com.au. Learn more about super with us at www.unisuper.com.au/super.

    Investment markets: June 2022

    Play Episode Listen Later Jun 2, 2022 8:35


    With high inflation, rising interest rates, and a new government, what will our investment team be looking out for over the coming month? UniSuper's lead economist, investment manager David Colosimo, looks back at what happened in markets during May, and what's on the cards for June. SHOW NOTES Your hosts are Lyndon Horsburgh and David Colosimo. Produced by Lyndon Horsburgh. Transcript available soon at unisuper.com.au/podcasts. For more info on how we're managing the current market environment, watch our Chief Investment Officer John Pearce's latest video at unisuper.com.au/news-and-insights/investment-update-with-john-pearce-april-2022. And watch out for John's next video coming out in July. For more info about investments at UniSuper, visit unisuper.com.au/investments. Have some feedback? Email us at superinformed@unisuper.com.au. You can also join the conversation on Twitter: twitter.com/unisupernews. Please note that past performance isn't an indicator of future performance. The information discussed in this podcast is of a general nature and may include general advice. It doesn't take into account your personal financial situation, needs or objectives. Before making any decision in relation to your UniSuper membership, you should consider your circumstances, the PDS and TMD relevant to you (these are on our website), and whether to consult a qualified financial adviser. Comments on the companies we invest in aren't intended as a recommendation of those companies for inclusion in personal portfolios. Our portfolios have been designed to suit us, and may not be appropriate for others. Prepared by UniSuper Management Pty Ltd (ABN 91 006 961 799 AFSL No. 235907) on behalf of UniSuper Limited (ABN 54 006 027 121 AFSL No. 492806) the trustee of the UniSuper fund (ABN 91 385 943 850). Visit us at www.unisuper.com.au. Learn more about super with us at www.unisuper.com.au/super.

    Investment markets: May 2022

    Play Episode Listen Later May 3, 2022 8:15


    With high inflation, rising interest rates, and an election just a few weeks away, what will our investment team be looking out for over the coming month? UniSuper's lead economist, investment manager David Colosimo, looks back at what happened in markets during April, and what's on the cards for May. SHOW NOTES Your hosts are Lyndon Horsburgh and David Colosimo. Produced by Lyndon Horsburgh. Transcript available soon at unisuper.com.au/podcasts. For more info on how we're managing the current market environment, watch our Chief Investment Officer John Pearce's latest video at unisuper.com.au/news-and-insights/investment-update-with-john-pearce-april-2022. For more info about investments at UniSuper, visit unisuper.com.au/investments. Have some feedback? Email us at superinformed@unisuper.com.au. You can also join the conversation on Twitter: twitter.com/unisupernews. Please note that past performance isn't an indicator of future performance. The information discussed in this podcast is of a general nature and may include general advice. It doesn't take into account your personal financial situation, needs or objectives. Before making any decision in relation to your UniSuper membership, you should consider your circumstances, the PDS and TMD relevant to you (these are on our website), and whether to consult a qualified financial adviser. Comments on the companies we invest in aren't intended as a recommendation of those companies for inclusion in personal portfolios. Our portfolios have been designed to suit us, and may not be appropriate for others. Prepared by UniSuper Management Pty Ltd (ABN 91 006 961 799 AFSL No. 235907) on behalf of UniSuper Limited (ABN 54 006 027 121 AFSL No. 492806) the trustee of the UniSuper fund (ABN 91 385 943 850). Visit us at www.unisuper.com.au. Learn more about super with us at www.unisuper.com.au/super.

    31. 2022 Federal Budget recap

    Play Episode Listen Later Mar 30, 2022 10:00


    Josh Frydenberg's fourth budget as Treasurer focussed heavily on cost of living support for Australians—but was there anything in it for your super? UniSuper's Policy & Advocacy Manager, Benedict Davies, joins us to recap the budget and break down the key announcements. SHOW NOTES Your hosts are Lyndon Horsburgh and Tania Meade. Produced by Lyndon Horsburgh. Transcript available at unisuper.com.au/podcasts. A big thanks to our special guest, Benedict Davies, UniSuper's Policy & Advocacy Manager. Our 2022 Federal Budget recap at unisuper.com.au/news-and-insights/2022-federal-budget provides an overview of the key announcements. For more info about the 2022 Federal Budget, visit the Government's official Budget site, https://budget.gov.au. Benedict refers to some excellent budget commentary in The Conversation. The article by Peter Martin is available at theconversation.com/budget-2022-frydenberg-has-spent-big-but-on-the-whole-responsibly-180122. Michelle Grattan's article is available at theconversation.com/cheaper-petrol-cash-handouts-in-morrison-governments-vote-buying-budget-180120. Have some feedback or a topic you'd like us to explore in future episodes? Email us at superinformed@unisuper.com.au. You can also join the conversation on Twitter: twitter.com/unisupernews. At the time of recording, any Budget announcements are proposals only and shouldn't be considered final until legislation passes. Information discussed in this podcast, as prepared and provided by UniSuper Management Pty Ltd ABN 91 006 961 799, AFSL No. 235907, is of a general nature and may include general advice. It doesn't take into account your objectives, financial situation or needs. Before making any decision in relation to your UniSuper membership, you should consider your circumstances, the relevant PDS and TMD, and whether to consult a qualified financial adviser. For a copy of the PDS or TMD, call us on 1800 331 685 or visit unisuper.com.au/pds. Visit us at www.unisuper.com.au. Learn more about super with us at www.unisuper.com.au/super.

    Decarbonisation series: BHP

    Play Episode Listen Later Nov 10, 2021 47:34


    We're committed to achieving net-zero emissions by 2050, so we're putting some of our biggest investments under the microscope to find out what decarbonisation means for them. As one of the world's largest mining companies, BHP produces much of the iron ore, copper and nickel we'll need as we decarbonise. What targets has BHP set itself to achieve net zero 2050? What progress is it making, and how is it going to get there? We speak with Fiona Wild, BHP's Vice President of Sustainability and Climate Change, to get the lowdown. SHOW NOTES Your hosts are Lyndon Horsburgh and Tania Meade. Produced by Lyndon Horsburgh. Transcript available at unisuper.com.au/podcasts. Huge thanks to our guests, Fiona Wild (Vice President of Sustainability and Climate Change at BHP) and Paul Phillips (Investment Manager, Equities at UniSuper). Special thanks also to Sybil Dixon (Governance & Sustainability Manager at UniSuper). If you're interested in following BHP's decarbonisation journey, here are the resources Paul mentions towards the end of the podcast: - The section of BHP's website dedicated to climate change, including its targets and commitments, is bhp.com/sustainability/climate-change. - The section of BHP's website dedicated to climate change reporting is bhp.com/sustainability/community-sustainability-reports/climate-change-report. - BHP shares insights and views on these topics—including many of the big picture, industry level conversations—on its Prospects blog at bhp.com/news/prospects. - The BHP Ventures team is constantly searching for the next big idea to make a difference. If you're a researcher and you have a great idea that you think can help decarbonise the world, visit bhp.com/about/our-businesses and click through to contact BHP Ventures. Have some feedback or a topic (or company) you'd like us to explore in future episodes? Email us at superinformed@unisuper.com.au. You can also join the conversation on Twitter: twitter.com/unisupernews. This podcast provides general information which may not be suited to your situation. You should consider your personal situation before making financial decisions (because we haven't) as well as the PDS and TMD at unisuper.com.au/pds. Comments on the companies we invest in aren't intended as a recommendation of those companies for inclusion in personal portfolios. Our portfolios have been designed to suit us, and may not be appropriate for others. Issued by UniSuper Limited ABN 54 006 027 121 the trustee of the fund UniSuper ABN 91 385 943 850. Visit us at https://www.unisuper.com.au. Learn more about super with us at https://www.unisuper.com.au/super.

    Episode #30: How are we going on net zero 2050?

    Play Episode Listen Later Sep 30, 2021 17:41


    In the last 12 months, we've halved our exposure to fossil fuels, achieved carbon neutral status for our operations, and 40 of our top 50 Australian investments have set operational emissions targets aligned with the Paris Agreement. But what other progress have we made on our commitment to becoming a net-zero emissions fund by 2050? This episode, we delve into some of the key highlights from our latest climate risk report. SHOW NOTES Your hosts are Lyndon Horsburgh and Tania Meade. Produced by Lyndon Horsburgh. Transcript available at unisuper.com.au/podcasts. Big thanks to our special guests, John Pearce (Chief Investment Officer) and Sybil Dixon (Governance & Sustainability Manager). John and Sybil talk about our latest climate risk report, 'Climate risk and our investments'. It's available at unisuper.com.au/climate-risk-disclosure. Read a summary of the report's key highlights at unisuper.com.au/news-and-insights/unisuper-leading-the-way-on-paris-targets. If sustainable investing is important to you, check out our sustainable and environmental investment options at unisuper.com.au/investments/how-we-invest/responsible-and-sustainable-investing/our-sustainable-and-environmental-options. Did you know we're Australia's largest investor in ESG-themed strategies? (ESG stands for ‘environmental, social and governance' considerations, by the way.) We have over $12 billion in funds under management across our three dedicated ESG investment options. Read more about our approach to responsible investing at unisuper.com.au/investments/how-we-invest/responsible-and-sustainable-investing. Have some feedback or a topic you'd like us to explore in future episodes? Email us at superinformed@unisuper.com.au. You can also join the conversation on Twitter: twitter.com/unisupernews. This podcast provides general information which may not be suited to your situation. You should consider your personal situation before making financial decisions (because we haven't) as well as the PDS and TMD at unisuper.com.au/pds. Comments on the companies we invest in aren't intended as a recommendation of those companies for inclusion in personal portfolios. Our portfolios have been designed to suit us, and may not be appropriate for others. Prepared by USM on behalf of UniSuper Limited (ABN 54 006 027 121, AFSL No. 492806) the trustee of UniSuper (ABN 91 385 943 850) the fund.

    Episode #29: Can you help your super while helping the environment?

    Play Episode Listen Later Mar 11, 2021 16:51


    There are risks and rewards to be had as we move to decarbonise our economy. For example, in the 12 months to the end of January 2021, our Global Environmental Opportunities (GEO) investment option outperformed our 15 other investment options. But what kinds of companies is GEO investing in to drive this kind of performance? And the obvious question — can it last? SHOW NOTES Your hosts are Lyndon Horsburgh and Tania Meade. Produced by Lyndon Horsburgh. Transcript available at unisuper.com.au/podcasts Huge thanks to our special UniSuper guests, John Pearce (Chief Investment Officer) and Chris Line (Investment Manager, Global Strategies & Quantitative Methods). Chris mentions that GEO is a very high-risk investment option. Find out more, including about GEO’s major holdings, expected frequency of negative returns and asset allocations, at unisuper.com.au/investments/our-investment-options. If sustainable investing is important to you, check out our other sustainable and environmental investment options at unisuper.com.au/investments/how-we-invest/responsible-and-sustainable-investing/our-sustainable-and-environmental-options. Did you know we’re Australia’s largest investor in ESG-themed strategies? (ESG stands for ‘environmental, social and governance’ considerations.) We have over $10 billion in funds under management across our three dedicated ESG investment options. Read more at unisuper.com.au/about-us/media-centre/unisuper-hits-$10bn-in-esg-themed-options. Read more about our approach to responsible investing at unisuper.com.au/investments/how-we-invest/responsible-and-sustainable-investing. Have some feedback or a topic you’d like us to explore in future episodes? Email us at superinformed@unisuper.com.au. You can also join the conversation on Twitter: twitter.com/unisupernews. This podcast provides general information which may not be suited to your situation. You should consider your personal situation before making financial decisions, because we haven't, as well as the PDS at www.unisuper.com.au/pds. Comments on the companies we invest in aren't intended as a recommendation of those companies for inclusion in personal portfolios. UniSuper's portfolios have been designed to suit UniSuper and may not be appropriate for others. Prepared by USM on behalf of UniSuper Limited (ABN 54 006 027 121, AFSL No. 492806) the trustee of UniSuper (ABN 91 385 943 850) the fund.

    Episode #28: 2020 Federal Budget recap

    Play Episode Listen Later Oct 8, 2020 12:37


    Some commentators are calling the 2020 Federal Budget the most important Budget in living memory. But how might the proposed measures affect your super? UniSuper’s Policy & Advocacy Manager, Benedict Davies, joins us to recap the Budget and break down the Government’s signature super announcements. SHOW NOTES Your hosts are Lyndon Horsburgh and Tania Meade. Produced by Lyndon Horsburgh. Transcript available soon at https://unisuper.com.au/podcasts A big thanks to our special guest Benedict Davies, UniSuper’s Policy & Advocacy Manager. Our Budget recap at https://unisuper.com.au/budget provides an overview of the key announcements and will be updated as new information becomes available. For more info about the 2020-21 Federal Budget, visit the Government's official Budget site, https://budget.gov.au/. Benedict will be presenting a Q&A session on the Federal Budget in an online webcast on Wednesday 14 October 2020. You can register to attend the Q&A at https://unisuper.com.au/webcasts. Benedict refers to some excellent Budget commentary by Peter Martin in the Conversation. It’s available at https://theconversation.com/budget-2020-promising-tax-breaks-but-relying-on-hope-147012. Have some feedback or a topic you’d like us to explore in future episodes? Email us as at superinformed@unisuper.com.au. You can also join the conversation on Twitter @UniSuperNews or call us on 1800 331 685. At the time of recording, any Budget announcements are proposals only and shouldn’t be considered final until legislation passes. We’ll keep you updated as developments occur. Information discussed in this podcast, as prepared and provided by UniSuper Management Pty Ltd ABN 91 006 961 799, AFSL No. 235907, is of a general nature only. Any advice provided doesn’t take into account your objectives, financial situation or needs. Before you act on any advice you should consider these matters, the relevant Product Disclosure Statement (PDS) and whether to consult a qualified financial adviser. For a copy of the PDS, call us on 1800 331 685 or go to unisuper.com.au/pds.

    Episode #27: Accessing your super early — is it worth it?

    Play Episode Listen Later Jun 30, 2020 20:06


    For many people, the Government’s temporary early access to super scheme will be a financial lifeline. But what could some of the impacts be, both short- and long-term, to your retirement savings? This episode, Charles Azzopardi from UniSuper Advice takes us through the scheme’s basics; eligibility, how to apply, and some of the things to seriously consider before dipping into your retirement nest-egg. SHOW NOTES Your hosts are Lyndon Horsburgh and Tania Meade. Produced by Lyndon Horsburgh. Transcript available at www.unisuper.com.au/podcasts. A big thanks to our special guest Charles Azzopardi, Private Client Adviser with UniSuper Advice For more info about early access to your super, investment market updates and frequently asked questions, visit www.unisuper.com.au/coronavirus. The ‘Estimate the impact on your retirement savings’ calculator that Charles mentioned is available at https://moneysmart.gov.au/covid-19/accessing-your-super, along with other steps to take before accessing your super. Charles refers to information published by the Conexus Institute, Actuaries Institute Australia and Super Consumers Australia; an ‘information sheet’ which may help you understand the potential impact of withdrawing your super early. It’s dated 16 April and is available at https://www.superconsumers.com.au/media-releases-2020. Information from the ATO about the early release of super scheme is available at https://www.ato.gov.au/individuals/super/in-detail/withdrawing-and-using-your-super/covid-19-early-release-of-super/ (refer to the ATO for full eligibility criteria and guidance, as we touched on some, not all, criteria). Log in to your online account at www.unisuper.com.au to check your balance and any insurance that you may have. Catch up on past episodes at www.unisuper.com.au/podcasts. Have some feedback or a topic you’d like us to explore in future episodes? Email us as at superinformed@unisuper.com.au. You can also join the conversation on Twitter @UniSuperNews or call us on 1800 331 685. Information discussed in this podcast, as prepared and provided by UniSuper Management Pty Ltd ABN 91 006 961 799, AFSL No. 235907, is of a general nature only. Any advice provided doesn’t take into account your objectives, financial situation or needs. Before you act on any advice you should consider these matters, the relevant Product Disclosure Statement (PDS) and whether to consult a qualified financial adviser. For a copy of the PDS, call us on 1800 331 685 or go to www.unisuper.com.au/pds.

    Episode #26: Who gets your super when you die?

    Play Episode Listen Later Oct 22, 2019 18:08


    What would happen to your super if you died tomorrow? And who can you give it to? A sibling? A parent? A pet? This episode, no question is off limits for Charles Azzopardi from UniSuper Advice as we haul this often avoided topic out of the too-hard basket. SHOW NOTES Your hosts are Lyndon Horsburgh and Tania Meade. Produced by Lyndon Horsburgh. A big thanks to our special guest Charles Azzopardi, Private Client Adviser with UniSuper Advice. Log in to your online account at unisuper.com.au/login to check and manage your beneficiaries. To make or update a ‘binding’ nomination, download the ‘Binding death benefit nomination form’ from unisuper.com.au/forms. Read more about nominating beneficiaries at unisuper.com.au/your-super/nominate-a-beneficiary. Catch up on past episodes at unisuper.com.au/podcasts. Have some feedback or a topic you’d like us to explore in future episodes? Email us as at superinformed@unisuper.com.au. You can also join the conversation on Twitter @UniSuperNews or call us on 1800 331 685.

    Episode #25: Super and modern slavery

    Play Episode Listen Later Aug 21, 2019 21:28


    Could the money you’re putting aside for retirement be exposed to modern slavery? And what are we doing to reduce the risk that companies we invest in are involved in it? We speak with Lou Capparelli and Sybil Dixon from our in-house investments team to find out. SHOW NOTES Your hosts are Lyndon Horsburgh and Tania Meade. Produced by Lyndon Horsburgh. A big thanks to our guests, Lou Capparelli and Sybil Dixon. Lou is UniSuper’s Manager of Sustainable Portfolios and Governance. Sybil is a Senior Investment Analyst. A transcript of this podcast is available at unisuper.com.au/learning-centre/podcasts/transcript-super-informed-radio-episode-25. For more information about forced labour within global supply chains, visit KnowTheChain (https://knowthechain.org/). Stop Slavery Award (www.stopslaveryaward.com), the Minderoo Foundation (https://www.minderoo.com.au/walk-free/) and the Business and Human Rights Resource Centre (www.business-humanrights.org/) provide great info about how modern slavery is being tackled around the world and what’s being done to liberate people trapped in slavery and advance human rights in business. Find out more about UniSuper’s approach to responsible investing at unisuper.com.au/responsible. Catch up on past episodes at unisuper.com.au/podcasts. Have some feedback or a topic you’d like us to explore in future episodes? Write to us as at superinformed@unisuper.com.au. You can also join the conversation on Twitter @UniSuperNews or give us a call on 1800 331 685.

    Episode #24: We’re Super Fund of the Year! (Which means what, exactly?)

    Play Episode Listen Later Jun 13, 2019 18:03


    We were recently crowned Super Fund of the Year by ratings agency Chant West. But who exactly is Chant West, and what does it actually mean to take out the top award? We went straight to the source to find out how funds are reviewed and compared, the criteria involved, how UniSuper stacks up against other funds and what resources you can use to compare for yourself. SHOW NOTES Your hosts are Lyndon Horsburgh and Tania Meade. Produced by Lyndon Horsburgh. Big thanks to our special guest, Ian Fryer, Head of Research at Chant West. Compare super funds using Chant West’s Super AppleCheck tool at unisuper.com.au/compare (note: it doesn’t compare defined benefit products). Chant West’s ratings and resources are available at www.chantwest.com.au. Find out more about our award-winning investments and financial advice at unisuper.com.au/investments and unisuper.com.au/advice. Check out our full trophy cabinet at unisuper.com.au/awards. Catch up on past episodes at unisuper.com.au/podcasts. Got thoughts or suggestions? Write to us at superinformed@unisuper.com.au, join the conversation on Twitter @UniSuperNews or give us a call on 1800 331 685.

    Episode #23: 2019 Federal Election recap

    Play Episode Listen Later May 19, 2019 12:51


    The result of the 2019 Federal Election surprised many, defying opinion polls and media commentary and returning the Morrison Government to power. We jumped behind the mic with UniSuper’s Public Policy Manager, Benedict Davies, to sift through the coals of the election and ask ‘what now, for super?’ Your hosts and producers are Lyndon Horsburgh and Tania Meade. Thanks to our in-house expert on all things politics, Benedict Davies. Catch up on past episodes at unisuper.com.au/podcasts. Got any thoughts or suggestions? Write to us at superinformed@unisuper.com.au, join the conversation on Twitter @UniSuperNews or give us a call on 1800 331 685.

    Episode #22: 2019 Federal Budget recap

    Play Episode Listen Later Apr 2, 2019 9:45


    The 2019 Federal Budget focused more on tax cuts and other spending announcements ahead of an election, possibly paving the way for an imminent election announcement. This month, UniSuper’s Public Policy Manager, Benedict Davies, takes us through the tax cuts and some changes to super that were announced in advance, and helps us understand the context of a budget delivered right before an election. Your hosts and producers are Marta Zyznowska and Lyndon Horsburgh. Thanks to our in-house expert on all things politics, Benedict Davies. Read our analysis of the Federal Budget at unisuper.com.au/budget. Sign up for our live Q&A webcast on Friday 5 April at: https://bit.ly/2WN2kwh Catch up on past episodes at unisuper.com.au/podcasts. Got any thoughts or suggestions? Write to us at superinformed@unisuper.com.au, join the conversation on Twitter @UniSuperNews or give us a call on 1800 331 685.

    Episode #21: ‘Til 5pm us do part – why friendships at work matter

    Play Episode Listen Later Mar 6, 2019 12:09


    This International Women’s Day, we’re joined by Julie Watkins, UniSuper’s Executive Manager of People. We chat about ‘work spouses’ and how they can make our work lives more meaningful, Julie shares some of her top career tips, and we ask the question—what’s UniSuper’s position on gender quotas? Your hosts are Marta Zyznowska and Lyndon Horsburgh. A very special thanks to our guest, Julie Watkins. Check out our International Women’s Day stories and resources at unisuper.com.au/women. Read more about the TotalJobs UK research into work spouses: http://bit.ly/WorkSpouses Catch up on past episodes at unisuper.com.au/podcasts. Got any thoughts or suggestions? Write to us at superinformed@unisuper.com.au, join the conversation on Twitter @UniSuperNews or give us a call on 1800 331 685.

    Episode #20: Buy now, pay later—a good deal or a money trap?

    Play Episode Listen Later Jan 31, 2019 14:30


    Australians are using digital buy now, pay later services more than ever. But with no way of checking consumers can actually afford their purchases, is “lay-by 2.0” a good thing? Join us as we unpack these schemes’ perks and pitfalls with UniSuper Private Client Adviser, Charles Azzopardi. Your hosts are Marta Zyznowska and Lyndon Horsburgh. Thanks to this month’s guest, Charles Azzopardi. Find our own budgeting tool at www.unisuper.com.au/budget-planner Check out ASIC’s MoneySmart resources at www.moneysmart.gov.au/managing-your-money/budgeting Read the Mozo article Charles mentioned here: bit.ly/2HLwwFd Catch up on past episodes at unisuper.com.au/podcasts. Have some feedback or a topic you'd like us to explore in a future episode? Write to us at superinformed@unisuper.com.au. You can also join the conversation on Twitter @UniSuperNews or give us a call on 1800 331 685.

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