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Showing 111 - 120 of 1031 results for "Accumulation"

Macquarie terminates Aussie equity funds

MATTHEW WAI  |  THURSDAY, 3 APR 2025
... management fees. The Australian Equities Fund was incepted in April 2003 with the aim of outperforming the S&P/ASX 300 Accumulation Index over the medium term. The strategy incurred a management fee of 0.62% p.a. and returned up to 12.64% over the 12 ...

Managed accounts sector grows to $233bn

KARREN VERGARA  |  TUESDAY, 11 MAR 2025
... Huang said markets recorded strong growth in the six months to December 2024 with a 6.9% rise in the ASX/S&P 200 Accumulation Index. Annually, this was an 11.1% increase. "This second half of 2024 saw inflation largely under control and falling globally ...

Stockspot officially launches low-cost super offering

ELIZA BAVIN  |  WEDNESDAY, 5 MAR 2025
... launch a pension product later in 2025. "Initially Stockspot will only offer a superannuation product suitable for accumulation members, with a pension product to be added in the future," Stockspot said.

Link Wealth expands into Tasmanian market

MATTHEW WAI  |  TUESDAY, 11 FEB 2025
... operational efficiencies, Link Wealth said. It will focus on advising professionals and business owners in their wealth accumulation phase, typically aged between 30 and 55. Further, Link Wealth will integrate its proprietary back-office solution, Levera ...

Wilson Asset Management launches Founders Fund

ANDREW MCKEAN  |  TUESDAY, 4 FEB 2025
... that founder-led companies have returned 21.6% per annum over seven years, outperforming the S&P/ASX All Ordinaries Accumulation Index (9.2%). The documents said the fund will invest in "exceptional founder-led businesses," predominantly listed on the ...

Transfer balance cap to rise on July 1

JAMIE WILLIAMSON  |  THURSDAY, 30 JAN 2025
... "If the condition of release is met before July 1, the adviser will need to consider whether to move funds back to accumulation phase beforehand in order to get the benefit," he said. Meanwhile, contribution caps are determined by a different measure ...

SMC pushes for DBFO to curb retiree tax bills

JAMIE WILLIAMSON  |  WEDNESDAY, 29 JAN 2025
... Council (SMC) shows close to one million older Australians are paying more in tax by leaving their super savings in accumulation products. The SMC said 700,000 Australians aged over 65 and no longer working full-time have yet to transition their super ...

Super failures, greenwashing: ASIC's key issues in 2025

ELIZA BAVIN  |  TUESDAY, 28 JAN 2025
... emerging issues within its regulatory remit for 2025. "Increased market volatility, geopolitical changes, the global accumulation of debt to drive growth, perceived and real inequality of wealth, shifts in the way capital is invested, and advances in ...

Team Super names retirement chief

ELIZABETH FRY  |  THURSDAY, 23 JAN 2025
... and retirement. "As a mature fund compared to some of our peers, we have supported many of our members through the accumulation and retirement phases and see the value in what Sarah can bring to enhance our service proposition to members even further." ...

Aussie billionaires make $67k per hour: Oxfam

KARREN VERGARA  |  WEDNESDAY, 22 JAN 2025
... layered with the historic and ongoing impacts of colonialism, comprising the two major drivers of billionaire wealth accumulation. "In Australia, 35% of billionaire wealth is inherited, and the impacts of colonialism's deeply harmful and divisive ...