POWERED BY MOMENTUM MEDIA
UniSuper to give tax advice
UniSuper has expanded its advice offering into taxation through a partnership with taxation specialist, PKF Melbourne.
The partnership will allow UniSuper advisers to refer specific queries on taxation planning and structuring to a specialist expert.
This move follows the fund's members increasing their visits to its adviser network by 20 per cent over the past year. UniSuper said they also marked a 59 per cent year-on-year increase into its Review Advice service, and expect clients to double over the next two to three years.
Commenting, UniSuper executive manager for advice, Jack McCartney, said "our philosophy is to partner with specialist firms who have a similar commitment to quality and deliver value for clients as we do at UniSuper".
"Through these partnerships we are able to help members build a plan and execute it with quality, reliable partners.
"The added benefit of our advice proposition is that regardless of the recommendations made there are no commissions and no referral fees, meaning our advisers can truly recommend a solution that aligns to the best interest of our members."
The fund said the move furthers similar partnerships with Mills Oakley Lawyers and Australian Executor Trustee (AET) for estate planning.
"…as members become more aware of the breadth of our advice offer they are seeing real benefits in seeking advice for both their super and non-super related investments," McCartney said.
Recommended for you
Sally McManus, secretary of the Australian Council of Trade Unions (ACTU), commented on the proposal after former prime ...
Strong performance across domestic equities and infrastructure assets has seen the fund achieve solid returns for the 2024-25 financial year.
AMP has delivered another year of double-digit gains across its flagship superannuation options, with its MySuper members reaping the benefits of a disciplined investment strategy amid lingering geopolitical and market volatility.
MLC Asset Management has posted strong superannuation returns for the 2025 financial year, crediting steady asset allocation and broad diversification for navigating a noisy investment landscape.
TOP PERFORMING FUNDS
ACS FIXED INT - AUSTRALIA/GLOBAL BOND
Fund name
3y(%)pa
1
DomaCom DFS Mortgage
92.15 3 y p.a(%)
2
Global X 21Shares Bitcoin ETF
53.24 3 y p.a(%)
3
Global X GlobalX FANG+ ETF
43.15 3 y p.a(%)
4
DomaCom Shoreline North Coogee
36.26 3 y p.a(%)
5
GAM LSA Private Shares AU I
35.87 3 y p.a(%)
