Your Future, Your Super

This page houses our research on the Your Future, Your Super performance test. A range of materials (papers and models) have been made available.

Moving Forward

Moving forward with YFYS: Super funds
October 2021

Explores the challenges and pathways forward for super funds. …..

Download

Moving forward with YFYS: Investment managers
October 2021

Explores the challenges and pathways forward for investment managers. …..

Download

Summary Materials

YFYS – Models and Calculations
July 2021

All models and calculators used in our research on the YFYS Performance Test.

Download

YFYS Performance Test – Summary and Reflections
July 2021

Summary of the YFYS Performance Test, our research, and final outcomes. …..

Download

Previous Research

Submission
May 2021

YFYS submission (post-regulations).

Download

.

Opening statement
April 2021

Opening statement by David Bell to the Senate Economics Legislation Committee.

Download

Submission
March 2021

YFYS submission to Senate Working Committee.

Download
.

Media release
March 2021

Opportunity cost to consumers – March 10, 2021.

Download

.

Detailed paper
March 2021

Exploring the opportunity cost to consumers – March 10, 2021.

Download

.

Presentation
March 2021

Presentation on investment strategy impact and opportunity cost – March 10, 2021.

Download

Media release
March 2021

Impact on portfolio management – March 3, 2021.

Download

.

Detailed paper
March 2021

Exploring the impact on super fund investment strategies – March 2, 2021.

Download

.

Investment Strategy Impact and Opportunity Cost
March 2021

Excel modelling of investment strategy impact and opportunity cost.

Download

Media release
November 2020

Official release to media contacts on November 27, 2020.

Download

Detailed paper
November 2020

Release to the industry – November 2020.

Download

Summary paper
November 2020

Release to the industry – November 2020.

Download

Statistical tests
November 2020

Statistical tests used to assess the effectiveness of YFYS.

Download

Submission
December 2020

YFYS submission to Treasury.
.

Download