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Showing 41 - 50 of 2545 results for "Analysis"

Annuities too expensive for most retirees: Research

JAMIE WILLIAMSON  |  THURSDAY, 29 FEB 2024
Analysis shows an annuity that pays an income equivalent to the Age Pension would cost a retiree more than $500,000. In researching whether annuities could solve superannuation's need for better retirement income stream solutions, Rainmaker Information ...

Pay gaps at super funds, fund managers revealed

JAMIE WILLIAMSON  |  TUESDAY, 27 FEB 2024
... while the lower quartile is 69% female. It does not have a policy for equal remuneration, did not undertake a payroll analysis, and did not provide a statement. Vanguard's median gender pay gap on base salaries is 5.4% and 6.3% for total remuneration. ...

ASIC waves red flag at advisers, trustees over Choice products

JAMIE WILLIAMSON  |  THURSDAY, 22 FEB 2024
... investment style, or that it provided diversity in terms of style and manager. "A key observation from our review of trustee analysis of underperformance was that trustees seemed to approach their assessment from the position of keeping the option on ...

ATO cracks down on illegal early SMSF access

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2024
... illegal early access to SMSF money, particularly targeting new entrants to the sector who are the main culprits. New analysis from the tax office released at the SMSF Association National Conference reveals that 66% of the illegal early access relates ...

Funds SA hires ESG expert

ELIZABETH FRY  |  MONDAY, 19 FEB 2024
... Industries and Regions SA. Commenting on the appointment, Funds SA chief executive John Piteo said the importance of ESG analysis and consideration as part of the fund's investment activities is only increasing. "Kana's appointment provides additional ...

Mergers a boon for super member growth

KARREN VERGARA  |  MONDAY, 19 FEB 2024
... AustralianSuper, Hostplus, UniSuper, and Brighter Super recorded the largest growth in member numbers, according to new analysis from Perple - People Performance, underscored by mergers and stiff competition. Using APRA data of the 2022-23 financial ...

Platforms ramp up innovation, back-end efficiencies

KARREN VERGARA  |  FRIDAY, 16 FEB 2024
... to significantly reduce call volumes, track tasks in real-time, and ultimately enhance their services to clients. The analysis of 14 platforms also found that advisers are increasingly placing more instructions online without filling forms and processing ...

Investment Trends ranks top five platforms

ANDREW MCKEAN  |  THURSDAY, 15 FEB 2024
... Benchmarking Report has positioned HUB24 as the best full-function platform, narrowly outperforming Netwealth. In the report's analysis of platform developments aimed at supporting the provision of advice to clients, Praemium, BT Panorama, and Mason ...

MDA authorisations remain steady amid exodus

JAMIE WILLIAMSON  |  WEDNESDAY, 14 FEB 2024
... (MDAs) has dropped just 6.1% in the past three years, despite the total number of advisers falling much more. According to analysis by Rainmaker Information, there is now 1998 advisers who can provide product specific advice for MDAs. Over one year ...

Superannuation fund returns underperformed SMSFs: Research

ANDREW MCKEAN  |  WEDNESDAY, 14 FEB 2024
... commissioned by the SMSF Association, noted that the 4.1% margin marks the widest gap recorded in six years. Moreover, the analysis of 394,000 SMSFs, covering 67% of all private super funds, revealed that 38% achieved positive returns, whereas less than ...