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Showing 1251 - 1260 of 9371 results for "Income"

JPMAM to bring more alts strategies to wholesale investors

JAMIE WILLIAMSON  |  TUESDAY, 12 DEC 2023
... wholesale investors, particularly in Australia, to increase allocations to alternatives in pursuit of uncorrelated returns, income, inflation management, and greater diversification. "By partnering with iCapital, we are able to streamline the investment ...

Impact of debt on retiree confidence a mixed bag

CHLOE WALKER  |  TUESDAY, 12 DEC 2023
... According to the study, three in five respondents believe that staying in their family home is more important than a higher income in retirement. "For as long as we can remember the Australian dream has been debt-free home ownership, which provides the ...

Federal Court approves BT Super $30m settlement

KARREN VERGARA  |  TUESDAY, 12 DEC 2023
... Funds in the Life Policy, under which the margin earned by BTFM's related entity, WLIS, was inversely related to the Income Rates earned on behalf of members of the Funds". Therefore, BTFM "did not appropriately manage the conflict of interest" and ...

SMSF Association blasts 'highly questionable' ASFA research

ANDREW MCKEAN  |  MONDAY, 11 DEC 2023
... assertion, which is based on ATO sample data, that less than 1% of SMSFs with balances over $3 million have farm-related income. The government has proposed an additional tax (15%) on earnings for individuals with a total superannuation balance that ...

Betashares launches 'industry first' bond funds

ANDREW MCKEAN  |  MONDAY, 11 DEC 2023
... portfolios by either increasing or decreasing the duration of their existing bond portfolio. "Our new range of geared fixed income exposures can play a helpful role in allowing investors and asset allocators navigate different market conditions in a ...

APRA flags premium volatility in superannuation group life insurance

ANDREW MCKEAN  |  FRIDAY, 8 DEC 2023
... operations to improve understanding of the member demographic potentially to assist with the determination of retirement income strategies as required by section 52(8A) of the Superannuation Industry (Supervision) Act 1993 (SIS Act) addressing Retirement ...

J.P. Morgan lists fixed income ETFs

CHLOE WALKER  |  FRIDAY, 8 DEC 2023
... Australia, the JPMorgan Global Research Enhanced Index Equity Active ETF (JRHG) is listed on the ASX. JPGB is the second fixed income active ETF that the global asset manager has brought to the local market, leveraging the same strategy as the JPMorgan ...

A third of Aussies want life insurance advice: Research

CHLOE WALKER  |  THURSDAY, 7 DEC 2023
... of the respondents already have life insurance through their superannuation (37%), while others opt for it as a means of income replacement or a financial safety net in case they're unable to work (32%). Additionally, some individuals see it as protection ...

Adviser with Investport links sees ban affirmed

JAMIE WILLIAMSON  |  THURSDAY, 7 DEC 2023
... Nextgen Financial Group, Anderson advised clients of her practice, Beyond iWealth, to invest in the now defunct Invesport Income Opportunity Fund, which was found to be an unregistered managed investment scheme run by Linchpin Capital. Endeavour Securities ...

Final QAR reforms open door to super funds

CASSANDRA BALDINI  |  THURSDAY, 7 DEC 2023
... allow funds to consider a broader range of a member's personal and household circumstances, such as debt, spouse's income, or Age Pension eligibility. The new legislation aims to empower funds to better assist their members throughout their retirement ...