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Showing 1371 - 1380 of 8466 results for "Managed"

Super tax break crackdown to hit $410bn in savings

ANDREW MCKEAN  |  WEDNESDAY, 1 MAR 2023
... APRA-regulated funds. This suggests that individuals with significant balances in retail funds may have migrated to self-managed super funds (SMSFs), Rainmaker Information said. This is another case study of how retail super has lost the superannuation ...

Industry super defies turbulent markets

KARREN VERGARA  |  WEDNESDAY, 1 MAR 2023
... $659 billion, while public sector funds experienced the largest drop of 24% to finish 2022 at $484.1 billion. The self-managed super funds sector was also down, declining 2.4% year on year to $880.6 billion. Meanwhile, MySuper products declined in line ...

What "wealthy" means to Australians: AMP

ANDREW MCKEAN  |  TUESDAY, 28 FEB 2023
... lifestyles; and more individuals are seeking to attain this freedom through liquid forms of wealth like savings, equities, and managed investments. "We've traded off that [homeownership] in order to get superannuation or to provide other sources ...

SMSF sector hit the reset button: Research

CHLOE WALKER  |  TUESDAY, 28 FEB 2023
... take them long to bounce back, how they're used has changed. According to insights from Rainmaker Information, the self-managed super funds (SMSF) sector grew its funds under management (FUM) by 5.8% per annum over the last five years. However, this ...

Stafford Capital Partners launches sustainable timber impact fund

RACHEL ALEMBAKIS  |  TUESDAY, 28 FEB 2023
... Leicestershire and the City and Council of Swansea. The fund is expected to invest in approximately 200,000 hectares of sustainably managed timberland, including approximately 150,000 hectares on which new commercially managed plantations will be established ...

Sentinel launches Aussie BTR platform

CHLOE WALKER  |  TUESDAY, 28 FEB 2023
... soil. Sentinel plans to deliver approximately 300 premium rental apartments on the site, which will also be developed and managed under the Kinleaf brand. Sentinel Real Estate president Michael Streicker said the launch of Kinleaf marks the next stage ...

Economic landscape spurs advice model rethink

KARREN VERGARA  |  TUESDAY, 28 FEB 2023
... the provision of financial education, goal setting and strategic retirement planning, as well as taking up the use of managed accounts. "Over the last 20-30 years, investors have become used to consistent returns in the vicinity of 8-10% per annum from ...

HUB24 tops platform rankings

CASSANDRA BALDINI  |  MONDAY, 27 FEB 2023
... sharpened their focus on the investment menu," said Investment Trends director Paul McGivern. The market researcher said managed accounts continue to appeal to financial advisers and platforms have significantly expanded the number of models and managers ...

Praemium sees record earnings jump

CHLOE WALKER  |  MONDAY, 27 FEB 2023
... FUA was up 6% to $42.7 billion. Its FUA is made up of $20.9 billion on its platform (up 7%), $9 billion in separately managed accounts (up 11%), $12 billion on Powerwrap (up 11%), and $21.8 billion in non-custodial holdings (up 4%). Despite the growth ...

ASIC bans mortgage broker for eight years

KARREN VERGARA  |  MONDAY, 27 FEB 2023
... licensed to give them such advice. This included advising clients to rollover their existing superannuation into self-managed superannuation funds. ASIC also found that Childs failed to follow through with an Australian Financial Complaints Authority ...