G’Day Group – one of our super smart investments
Our investment in G'Day Group supports tourism in Australia's regions and helps create treasured memories for families.
About G’Day Group
G’Day Group, through its Discovery Parks, G’Day Parks, and G’Day Rewards businesses, is the largest owner and operator of lifestyle holiday parks in Australia, including over 2,000 hectares of some of the country’s most treasured places.
G’Day Group operates in every state of Australia as well as the Northern Territory, expanding its reach in 2021 by buying the iconic El Questro Wilderness Park in the heart of the Kimberley, Western Australia, and in 2022 acquiring the "Jewel of the Kimberley", Lake Argyle Resort.
Despite covid restrictions, G’Day Group accommodated more than 1.7m Australians in 2021.
ART welcomes opportunity to participate in the Queensland Housing Summit
We welcomed the opportunity for Chief Executive Officer Bernard Reilly to participate in October 2022’s Queensland Housing Summit in Brisbane.
“As a large investor with more than two million members across Australia, this was a great opportunity for us to participate in the discussion around ways to tackle the housing pressures being experienced around the country,” said Mr Reilly.
“We recognise that secure and affordable housing is one of the most significant contributors to the financial wellbeing of our members throughout their working lives up to, and through retirement.”
ART is proud to support the new Community Capital Credit Fund (CCCF)
Launched by Barrenjoey, the US$280 million private credit fund aims to deliver strong returns through supporting a range of social-purpose organisations.
“As one of Australia’s largest superannuation funds, we’re committed to helping solve problems for our community and society while not compromising on our fiduciary duty to our members, and this investment is an innovative example of how we can do both,” Chief Investment Officer Ian Patrick said.
Australian Retirement Trust recognised as the industry’s best retirement innovator
Australian Retirement Trust (ART) has been awarded Money magazine’s ‘Best Innovation – Retirement Innovator’ at the annual Best of the Best Awards 2023.
The award recognises Australian Retirement Trust’s Lifetime Pension, a market-leading product that works with an account-based pension to help members feel more confident in their retirement.
Bernard Reilly, ART’s Chief Executive Officer, said the award is a testament to the fund’s focus on members and to being a retirement partner of choice for Australians.
What sustainable investment means to Australian Retirement Trust
As a profit-for-members fund, we exist solely to benefit our members to and through retirement.
In delivering these outcomes, this means we seek to maximise investment returns while being cognisant of risks. To do this, we consider the risk and opportunities of investments in a holistic way, which means including the financial implications of environmental, social and governance (ESG) issues alongside other traditional financial matters, because we believe this helps us make better long-term decisions for our members’ retirement outcomes.
Our Sustainable Investment Report focuses on the actions and processes that integrate sustainable practices throughout our investment portfolio.
Sole traders cut back on super contributions in face of soaring bills
According to the Hnry Sole Trader Pulse, a nationwide survey of self-employed people in Australia, around a quarter of independent earners (24%) plan to cancel or delay planned super contributions to cope with skyrocketing costs and surging inflation.
While current economic conditions are difficult to navigate for sole traders, it’s important to not lose sight of the bigger picture. Super contributions are a tax effective way to save for retirement. The earlier you start and the more consistently you contribute, the better off you could be at retirement.
Consider the comparison below. Starting with a $2,000 balance and contributing $100 per month for 20 years will put you further ahead than if you start 10 years later and double the contributions to $200 per month. Compounding investment returns make all the difference.
This article has been prepared and issued by Australian Retirement Trust Pty Ltd, referred to as ‘Australian Retirement Trust’. While it has been prepared with all reasonable care, no responsibility or liability is accepted for any errors, omissions or misstatements however caused. All forecasts and estimates are based on assumptions. If those assumptions change, our forecasts and estimates may also change. This article contains general information only. Any advice does not take into account your personal objectives, financial situation or needs. You should consider the appropriateness of any advice having regard to your personal objectives, financial situation and needs before acting on that advice. A copy of the Product Disclosure Statement (PDS) and Target Market Determination (TMD) can be obtained by visiting australianretirementtrust.com.au or calling 13 11 84. You should consider the PDS in deciding whether to acquire, or to continue to hold, the product. Australian Retirement Trust Pty Ltd ABN 88 010 720 840 AFSL No. 228975. Australian Retirement Trust Superannuation Fund ABN 60 905 115 063 USI 60 905 115 063 003
Regional employer roadshow
In November 2022, we hosted a regional employer roadshow for the first time as Australian Retirement Trust. We hosted 10 events in nine locations across regional QLD.
Our team introduced over 325 attendees to our combined fund, provided an economic update and shared information about our new Super Fund Onboarding (SFO) tool, which streamlines super fund choice and TFN declaration obligations for employers onboarding new employees.
Don’t miss ART’s Annual Members’ Meeting
All members are invited to attend the first Australian Retirement Trust Annual Members’ Meeting.
The meeting is a chance to hear from the Australian Retirement Trust Board and Executive Team about the operations and performance of your super fund in 2021-22. It’s also an opportunity for you to ask questions about how we run Australian Retirement Trust and guide members to and through retirement.
Date: Wednesday, 22 February 2023
Time: 5.30pm – 7.00pm AEST (5.00pm registration for in-person event)
If you haven’t registered yet, it’s not too late to attend the meeting virtually.