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Showing 101 - 110 of 1002 results for "Accumulation"

Betashares Direct slashes brokerage fees on ASX 300

MATTHEW WAI  |  TUESDAY, 19 NOV 2024
... driven to help Australians invest better and smarter, prioritising the benefits of compounding and long-term wealth accumulation. Over time, we look forward to delivering more tools and knowledge to help Australians confidently build their financial ...

Qantas Super standardises offset account investments

ANDREW MCKEAN  |  WEDNESDAY, 6 NOV 2024
... fairer approach for all members," Qantas Super said. Currently, members in DB divisions have control over how certain accumulation accounts, including some offset accounts, are invested. This means the balances of these offset accounts accumulate investment ...

Warakirri terminates Flinders fund

MATTHEW WAI  |  THURSDAY, 31 OCT 2024
... the benchmark. Since inception, it has returned 7.9% per annum while its benchmark, the S&P/ASX Small Ordinaries Accumulation Index, returned 8.36%. The Flinders Emerging Companies Fund invested in Australian small caps and pledged to achieve a 3% outperformance ...

APRA questioned on super performance test

ELIZA BAVIN  |  FRIDAY, 25 OCT 2024
... insights for 876 MySuper and Choice products, which collectively represent most types of investment offerings for accumulation members. "We are currently examining trustee expenditure data at a fund level to ensure that RSE Licensees decisions are in ...

ESSSuper shifts members to new default option

KARREN VERGARA  |  MONDAY, 21 OCT 2024
... Growth Managed option. Members currently in the Balanced option will move to the Balanced Growth Managed option for Accumulation Plan and beneficiary accounts on November 22 unless they inform the super fund otherwise. ESSSuper announced in August that ...

High-profile Tribeca manager sets up shop

KARREN VERGARA  |  MONDAY, 14 OCT 2024
... fund has returned more than 26% p.a. recently and has $1.45 billion in AUM. The fund aims to beat the S&P/ASX-200 Accumulation Index before fees and expenses over the long term. It takes both long positions and short positions in Australian shares, using ...

Managed account FUM passes $200bn

MATTHEW WAI  |  WEDNESDAY, 9 OCT 2024
... recorded steady growth in the first six months of calendar 2024 with a 4.2% increase in the value of the ASX/S&P 200 Accumulation Index, giving an annual growth rate of 11.8% increase from 1 July 2023 to 30 June 2024," Huang said. "The half year to 30 ...

Choice products continue to overshadow MySuper: APRA

MATTHEW WAI  |  THURSDAY, 3 OCT 2024
... APRA's latest data. Of which, $1.2 trillion sits across choice products. Of the 812 choice products 463 were accumulation products ($755 billion), 124 were transition to retirement products ($14 billion), and 225 were retirement products ($442 billion). ...

Soul Patts sees profits slide 28%

ELIZA BAVIN  |  THURSDAY, 26 SEP 2024
... the past 20 years, we have delivered total shareholder return of 11.7% per annum, outperforming the All Ordinaries Accumulation Index by 3%. "Soul Patts continued to increase dividends since 2000 at a CA GR of 9.6%. This long-term outperformance along ...

Government consults on laxing legacy super product rules

ANDREW MCKEAN  |  WEDNESDAY, 18 SEP 2024
... legacy products can be exited with the resulting capital used to commence an account-based income stream, left in an accumulation interest account, or withdrawn from superannuation entirely. The commutation, however, must be completed within a five-year ...