Insights
Market update
23 March 2020
Hear the latest on investment markets from Jonathan Armitage the Chief Investment Officer of MLC Asset Management. MLC Asset Management is responsible for the management of Plum's investment options.
We're making some changes to your fees
March 2020
We’re committed to providing better outcomes when it comes to your retirement. As such, we’re pleased to let you know that we’re updating the fees on several of our products.
Economic and market update
March 2020
The coronavirus has had a significant impact on investment markets. Senior Economist Bob Cunneen discusses what to expect over the coming months.
Looking through coronavirus with timeless investment principles
March 2020
For patient investors, situations like the current period of volatility, serve as a reminder of why they are invested in the first place — to build long-term wealth, usually over years, even decades.
Managing investment risks amid coronavirus
March 2020
The coronavirus is first and foremost a health issue. However, it’s also a timely reminder that investment risks always exist. The strong market returns of the past decade may have caused some investors to forget this.
Investment market impacts of coronavirus
February 2020
Markets are realising that economic dislocations stemming from the coronavirus outbreak may be more significant than previously assumed.
Estate planning: what your will doesn't cover
February 2020
Most of us think of estate planning as simply writing a will. However, ensuring your assets are distributed according to your exact wishes after you pass away can be more complicated than that.
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Changes to insurance in super
February 2020
On 1 April 2020, government changes will come into effect that may impact the insurance you have in your super. Here's a snapshot of the change.
Economic and market update
February 2020
Which key events have been driving markets? Watch this video of Senior Economist Bob Cunneen in discussion with Portfolio Specialist, Natalie Comino.
2019 year in review
January 2020
Despite macro concerns, 2019 was a good year for investors. In early January, with 2019 behind us, Portfolio Specialist John Owen will provide you with a review of what happened in investment markets over the year.
Economic and market update
January 2020
Which key events have been driving markets? Watch this video of Senior Economist Bob Cunneen in discussion with Portfolio Specialist, Sinead Rafferty.
Economic and market update
December 2019
Which key events have been driving markets? Watch this video of Senior Economist Bob Cunneen in discussion with Portfolio Specialist, Sinead Rafferty.
Economic and market update
November 2019
Which key events have been driving markets? Watch this video of Senior Economist Bob Cunneen in discussion with Portfolio Specialist, Sinead Rafferty.
Planning essentials for comfortable retirement
November 2019
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Getting the right investment balance in retirement
November 2019
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Risk management a motivator for retirees
November 2019
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Why offshore investing is the right move for retirees
November 2019
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Economic and market update
October 2019
Which key events have been driving markets? Watch this video of Senior Economist Bob Cunneen in discussion with Portfolio Specialist, Sinead Rafferty.
Making mental health a workplace priority
October 2019
A thriving and healthy team of employees who feel good about coming to work every day – that’s just one of the many benefits of improving mental health in the workplace.
The changing dynamics of families and work
October 2019
Forget the 9 to 5, generations of employees now want nothing more than workplace flexibility – and bending to their will could be a win for everyone.
Economic and market update
September 2019
Which key events have been driving markets? Watch this video of Senior Economist Bob Cunneen in discussion with Portfolio Specialist, Sinead Rafferty.
Can Australia afford an ageing workforce?
August 2019
In the face of demographic shift, what does it take for a country to ensure its residents can retire in comfort? We put the microscope on a few.
Booming age pension bill looms
August 2019
With fewer workers and more retirees, is there solution to make our retirement system more sustainable? According to Bernard Salt, there is.
To fly in retirement, plan your own path
August 2019
MLC’s Head of Actuarial, Jason Marler, explains why the right retirement formula is based on your own story rather than the average Australian.
Economic and market update
August 2019
Which key events have been driving markets? Watch this video of Senior Economist Bob Cunneen in discussion with Portfolio Manager, Myooran Mahalingam.
New laws to protect employees' super
July 2019
On 1 July 2019, the Protecting Your Superannuation legislation came into effect. It’s designed to protect super savings, particularly for any employees who have low balances or have insurance attached to their super.
Economic and market update
July 2019
Which key events have been driving markets? Watch this video of Senior Economist Bob Cunneen in discussion with Portfolio Specialist, Sinead Rafferty.
Economic and market update
July 2019
Which key events have been driving markets? Watch this video of Senior Economist Bob Cunneen in discussion with Portfolio Specialist, Sinead Rafferty.
2018-19 financial year in review
July 2019
With the close of the financial year, it’s time to review what’s happened in investment markets. Portfolio specialist John Owen provided this comprehensive review.
An expert on the best time to look at your superannuation strategy
June 2019
Planning for retirement can be overwhelming. How closely do we need to monitor our investments? What work or life changes warrant a review of your super strategy, and when?
Let’s not waste wisdom of elders
June 2019
Congratulations! You’ve just retired. After 40-plus years of work you deserve to reap the benefits from all your savings and wise financial decisions.
The rise of the activist retiree
June 2019
I know them, you know them, we all know them. Which is hardly surprising because, my dear fellow Australians, they are everywhere.
Why more of us are finding new purpose in later life
June 2019
Priorities can change as we get older. The financial concerns that nag away in the background throughout our working lives may start to fade away, replaced by other priorities like personal health.
Economic and market update
June 2019
Which key events have been driving markets? Watch this video of Senior Economist Bob Cunneen in discussion with Portfolio Specialist, Sinead Rafferty.
Ageing is old hat for baby boomers
22 May 2019
Baby boomers still want to enjoy a long and happy retirement — it’s just that they don’t want to be labelled with the concept of the “r” word.
Aussies making a slow transition to retirement
22 May 2019
Let’s explore the growing cohort of Australians who work past the age of 65.
Worry, wellbeing and why more of us work later in life
22 May 2019
Pre-retirees, typically somewhere in the final decade of their working lives, feel less prepared for retirement than ever before.
Economic and market update
8 May 2019
Which key events have been driving markets? Watch this video of Senior Economist Bob Cunneen in discussion with Portfolio Specialist, Sinead Rafferty.
Economic and market update
8 April 2019
Which key events have been driving markets? Watch this video of Senior Economist Bob Cunneen in discussion with Portfolio Specialist, Sinead Rafferty.
Empowering women to own their finances
28 March 2019
We talked to four senior working women about money conversations, financial wellness and their practical tips on managing money better.
Economic and market update
15 March 2019
Which key events have been driving markets? Watch this video of Senior Economist Bob Cunneen in discussion with Portfolio Specialist, Sinead
Economic and market update
7 February 2019
Which key events have been driving markets? Watch this video of Senior Economist Bob Cunneen in discussion with Portfolio Specialist, Sinead
We’re changing our MySuper investment option
February 2019
We’re making changes to give members who are invested in MySuper more opportunity to grow their super while they’re younger.
The 2018 year in review: a confident start but a volatile finish
15 January 2019
With 2018 behind us, it’s time to review what happened in investment markets last year.
Economic and market video - January 2019
January 2019
Which key events have been driving markets? Watch this video of Senior Economist Bob Cunneen in discussion with Portfolio Specialist, Sinead Rafferty.
What's new from Plum
December 2018
Plum is introducing a few initiatives to help our members reach their retirement goals.
Member Q&A: What does the recent market volatility mean for members?
October 2018
Portfolio Specialist John Owen discusses what’s causing the market volatility and how Plum is managing their portfolios for customers.
In the Media: Financial Services Royal Commission
September 2018
Financial advice and superannuation have been closely examined in the ongoing Financial Services Royal Commission.
NAB appoints Geoff Lloyd as CEO of MLC
July 2018
The appointment follows NAB’s announcement in May it will exit its advice, platform, superannuation and asset management businesses currently operating under MLC, Plum and other brands.
NAB announces changes to its wealth management strategy
May 2018
NAB has announced a reshaping of its wealth management strategy.
On board with the Insurance in Super Code of Practice
March 2018
The Trustee of all MLC super funds, which also cover Plum products, proudly announces that it will opt in to the Insurance in Superannuation Voluntary Code of Practice, coming into effect from July 2018.
Women get frank about finance: MLC research reveals women feel in control but are unprepared
March 2018
More than half of Australian women feel in control of their finances, but many are concerned about their savings and are missing out on valuable opportunities to boost their superannuation, according to new research released by MLC.
Is this super oversight costing you thousands?
March 2018
A “set and forget” mentality could be costing Australians thousands of dollars, but reviewing one particular aspect could turn that all around, research reveals.
Australians in for a boom with new super changes in 2018
March 2018
Australians who are looking to buy their first home or are preparing for retirement could be in for a windfall in 2018, with a number of key superannuation changes expected to come into effect.
How to add thousands to your super in just 10 minutes
March 2018
A simple super oversight is costing Australians thousands of dollars in their retirement, according to research released by MLC.
