Powered by MOMENTUM MEDIA
lawyers weekly logo
Advertisement
Markets
30 June 2025 by Maja Garaca Djurdjevic

UBS lifts S&P 500 target to 6,200, flags US equities as global portfolio anchor

UBS has raised its year-end S&P 500 target to 6,200, citing easing trade tensions and resilient earnings, and backed the US as a core pillar of ...
icon

ASIC’s private credit probe expected to home in on retail space

IFM Investors expects ASIC’s ongoing surveillance and action in the private credit market to focus predominately on ...

icon

Don’t write off the US just yet, Fidelity warns

Despite rising geopolitical risks and volatile macro signals, Fidelity has cautioned investors against a full-scale ...

icon

Australia’s economic growth to accelerate despite ‘fragile global environment’

The pace of economic growth in Australia is expected to “grind higher over coming quarters” off the back of lower ...

icon

Super sector welcomes US retreat on tax measure that risked $3.5bn in losses

The superannuation sector has welcomed confirmation that a controversial US tax provision will be removed

icon

Managed fund inflows surge as Australian investors lean into global volatility

Australian investors have poured billions into managed funds in 2025, demonstrating surprising resilience amid global ...

VIEW ALL

Aussie super highest in the world

  •  
By Christine St Anne
  •  
2 minute read

Australian workers have an average of $50,000 worth of managed investments and super savings, according to the AFG Global Funds Management Index.

Australian workers have an average of $50,000 worth of managed investments and super savings, according to the AFG Global Funds Management Index.

The figure ranks Australia as number one in the Index's Managed Funds per capita table. In comparison, the average balance in managed funds per American was $40,000. 

The US, however, does not have a mandated super environment.

According to the index, Australia's managed funds per capita have increased by 114 per cent since 2001.

 
 

Investment and Financial Services Association deputy chief executive John O'Shaughnessy identified the strong investment performance of the local market as well as both the mandated nine per cent super contribution and voluntary savings as key factors behind this growth.

He said the voluntary savings driven by government incentives such as the co-contribution, the abolishment of the contributions surcharge and changes in taxation for the over 60 year olds have all helped increase inflows into super and non-super investment products.