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Showing 101 - 110 of 1361 results for "Balanced"

Queensland adviser banned for five years

MATTHEW WAI  |  MONDAY, 31 MAR 2025
... allows Thomson to: until 31 August 2025, control, whether alone or in concert with one or more other entities, each of Balanced Life Financial Group Pty Ltd (BLFG) and Balanced Life Wealth Strategies Pty Ltd (BLWS); and until 30 September 2025, perform ...

Insurance in super remains a mystery to millions of Australians

ANDREW MCKEAN  |  FRIDAY, 28 MAR 2025
... super. SCA's research was based on a nationally representative survey of 1526 Australians aged 18 to 75. The sample was balanced for age, gender, and location to reflect the population.

Roc Partners launches new PE fund

ELIZA BAVIN  |  TUESDAY, 25 MAR 2025
... to bring this opportunity to wholesale investors, offering them a rare opportunity to access a highly curated and well-balanced portfolio of private equity investments." Lukin said there has been a growing appetite amongst high-net-worth investors looking ...

State Super: In decline but doing fine

ANDREW MCKEAN  |  FRIDAY, 21 MAR 2025
... Over the past decade, State Super's members have netted more than $16,000 above the median return of Super Ratings' 50 Balanced index while taking on significantly lower portfolio volatility compared to most funds. Its defined contribution growth fund ...

BlackRock rebalance sparks record-high ETF trades on ASX

KARREN VERGARA  |  THURSDAY, 20 MAR 2025
... a 5% lower allocation, BlackRock leaned favourably towards global bonds which gained 5% within its Enhanced Strategic Balanced model portfolio. The rebalance sparked an outsized portion of the $2 billion change of hands in a single day. BlackRock did ...

CareSuper to merge with meat industry fund

ANDREW MCKEAN  |  MONDAY, 17 MAR 2025
... superannuation entities. "The fund's sustainability metrics, as a result of COVID, weren't great..." Kaspar said. CareSuper's balanced MySuper default investment option returned 10.6% over the year to January 31, 6.3% over five years, and 7.2% over ...

Australia must focus on 'friend-shoring': UNSW

ELIZA BAVIN  |  THURSDAY, 13 MAR 2025
... surpluses are at the whim of iron ore prices and reliant on bracket creep," it said. "Restoring fiscal sustainability via a balanced budget and low debt can help Australia weather global shocks." Lastly, the report said the government needs to focus ...

ASIC, ASFA spar over super fund trustees 'not knowing' their business

ANDREW MCKEAN  |  THURSDAY, 13 MAR 2025
... unfair." "Australia's phenomenally successful super system is the envy of the world, and with good reason. The typical balanced superannuation fund returned 10.5% to members last year, with some funds returning up to 12%. This is real money in the ...

Cost to maintain comfortable retirement increases

MATTHEW WAI  |  WEDNESDAY, 12 MAR 2025
... these shortfalls through strong investment returns in super in 2024. Further, the peak industry body found that most balanced options in super have returned at least 10.5% in the calendar year, with some funds recording nearly 12%, including Colonial ...

UniSuper prepared for buying opportunities

ELIZA BAVIN  |  TUESDAY, 18 FEB 2025
... Companies in Asia and International Shares, which both recorded returns well in excess of 20%," he said. "UniSuper's Balanced option, which is our default option, returned 11.7% for the 12 months to 31 December 2024. Our Sustainable Balanced option performed ...