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| | | ... and compliance and licensing solutions. Vasco Trustees has clients in Australia, Asia and the US across equities, fixed income, real estate, and multi-manager funds. They include Australia China Investment Fund, Acre Mile, Infinity Capital Management ... |
| | | | ... perspective. The fund also highlighted that although market fluctuations can cause short-term capital losses, long-term investment income remains relatively stable. Since fiscal 2001, the pension fund has accumulated returns totalling $1.42 trillion. ... |
| | | | ... front-and-centre in trustees' strategic and business planning, financial resource management, implementation of the retirement income covenant and fund transfers." The regulator wants to ensure that all decisions, particularly around expenditure, are ... |
| | | | ... buckets. Launching the product last month, Brighter Super said it marks the first stage of the fund's new retirement income strategy "which is designed to help more members live comfortably in retirement." The product takes a bucketing approach ... |
| | | | ... performance. She added that strong long-term investment performance would help retirees maintain their savings while they draw an income stream. "It was fantastic to see that our income stream balanced growth option returned 10.16% for the financial ... |
| | | | ... strategic leadership across financial services and superannuation. He was most recently head of research and retirement income at Insignia Financial leaving the business as part of an ongoing wider change last month. During his six years at Insignia ... |
| | | | Superannuation funds continue to grapple with their retirement income strategy obligations, citing financial advice regulation uncertainty, costs, and the lack of member engagement as major barriers. This is according to joint oversight by ASIC and ... |
| | | | ... raft of changes to its investment exposures and fees which came into effect July 1. Across its MySuper, Choice and TTR Income products, the super fund has removed its exposure to listed infrastructure and listed property. In addition, it changed its ... |
| | | | ... economy," Keith said. "While property owners have benefited from property price rises, more defensive assets such as fixed income, and particularly private credit, can deliver more attractive yields than residential property and even fully franked shares. ... |
| | | | Two separate laws that regulate how superannuation funds deal with non-arm's length expenses (NALE) and income (NALI) and expands the Australian Financial Complaints Authority's (AFCA) remit over super passed Parliament on June 25. Treasury ... |
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