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Showing 101 - 110 of 1522 results for %22Minimum%22

Advice firm launches Sharia-compliant platform

CASSANDRA BALDINI  |  THURSDAY, 2 MAR 2023
... large-cap shares and alternative investments. Up until now, the firm explained, Islamic investors have had to invest a minimum of $50,000 to access an Islamically compliant investment portfolio. Fees charged alongside could be as much as 2.5% per annum ...

Bridges can meet advice affordability gap: Mota

KARREN VERGARA  |  FRIDAY, 24 FEB 2023
... the directors' report show. Mota attributed the reduction in revenue to some clients paying fees that were below the minimum fee level and were subsequently turned off, as well as adviser turnover. "We've seen revenue come down, we've seen ...

Netwealth reports significant growth

ANDREW MCKEAN  |  WEDNESDAY, 15 FEB 2023
... will allow advisers and clients to track and respond to tasks, such as corporate actions and account notifications, like minimum cash balances, Netwealth said. Netwealth managing director Matt Heine commented: "For advisers, staying on top of clients' ...

Alphinity debuts two funds on the ASX

RACHEL ALEMBAKIS  |  WEDNESDAY, 8 FEB 2023
... "net positive alignment" to the 17 United Nations Sustainable Development Goals (SDGs). It also exceeds Alphinity's minimum ESG criteria and offer "attractive prospective returns", the fund manager said. Since launching in June 2021, XASG's underlying ...

Mercer proposes superannuation tax overhaul

ANDREW MCKEAN  |  MONDAY, 6 FEB 2023
... earners, introducing a maximum super benefit ($3.4 million) at age 70, and requiring all super benefits to be subject to minimum drawdown rules. Mercer senior partner David Knox said the recommendations would improve the super tax system now and into ...

Netwealth rolls out platform enhancements

CASSANDRA BALDINI  |  FRIDAY, 3 FEB 2023
... will allow advisers and clients to track and respond to tasks, such as corporate actions and account notifications, like minimum cash balances. "For advisers, staying on top of clients' super and investment accounts is a critical part of their daily ...

Stop penalising women: HESTA

CASSANDRA BALDINI  |  WEDNESDAY, 1 FEB 2023
... 2017 increases in super guarantee and changes to the income tax brackets. "A worker must earn less than the full-time minimum wage to be eligible for this tax concession, making the LISTO an equity measure that does not adequately compensate most of ...

APRA slaps conditions on Diversa

JAMIE WILLIAMSON  |  TUESDAY, 24 JAN 2023
... products, requires significant resourcing to ensure quality member outcomes," Cole said. "These licence conditions set the minimum standard for governance, risk, outsourcing and oversight, and member outcomes to ensure that Diversa is in the best position ...

Bloom raises $500k in seed funding

RACHEL ALEMBAKIS  |  FRIDAY, 20 JAN 2023
... Impact offers retail investors access to a diversified growth portfolio of assets that meet climate impact goals with a minimum investment of $500. The $525,000 seed round funding will be used to hire one full-time business development resource, improve ...

Top 10 issues for super funds in 2023: KPMG

ANDREW MCKEAN  |  TUESDAY, 17 JAN 2023
... providing appropriate advice for members moving into retirement, but it is expected that any recommendations will take a minimum of three years to implement, KPMG said. Super funds are looking to digitise and transform their operations to reduce costs ...