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Showing 121 - 130 of 1002 results for "Accumulation"

Brighter Super posts 9.07% returns for its default option

ELIZA BAVIN  |  THURSDAY, 18 JUL 2024
Brighter Super announced double-digit returns in its Balanced and Growth accumulation options and 9.07% for its default MySuper option. The Balanced accumulation option returned 10.57% and the Growth accumulation option delivered 11.91%, for the year ...

SSGA expands risk-based ETF model portfolios

ELIZA BAVIN  |  WEDNESDAY, 17 JUL 2024
... in response to demand from advisers who were seeking a cost-effective portfolio for their clients who are in the accumulation stage. "With an estimated $3.5 trillion Inter-generation transfer of wealth underway in Australia, advisers are seeking solutions ...

Qantas Super, Australian Retirement Trust to merge

ANDREW MCKEAN  |  WEDNESDAY, 17 JUL 2024
... administrators" and has the expertise to "administer a complex fund like Qantas Super," which comprises defined benefit and accumulation divisions. Merging with ART will give members access to competitively priced products and services, a broader choice ...

Adviser queries jump 40%: AMP

ELIZA BAVIN  |  THURSDAY, 11 JUL 2024
... retirement system beings to reach maturity it is paramount that Australians feel confident to navigate the transition from accumulation to the pension phase. "From explaining transfer balance caps to home ownership issues, our advisers play a critical ...

Cbus MySuper investment option returns 8.35%

ANDREW MCKEAN  |  FRIDAY, 5 JUL 2024
... exposure to shares generally outperformed those with a more diversified exposure to assets. Meanwhile, Cbus' diversified accumulation investment options also "delivered positive results." The fund's high growth investment option delivered a 10.85% return ...

Aware Super delivers 11.02% to default members

JAMIE WILLIAMSON  |  THURSDAY, 4 JUL 2024
... default High Growth investment option returned 11.02% for FY24, home to about 70% of its membership. The High Growth accumulation option - a lifecycle product - is Aware's default offering and has more than 750,000 of its 1.1 million members invested. ...

Equip Super reduces admin fees, introduces insurance fee

JAMIE WILLIAMSON  |  THURSDAY, 27 JUN 2024
... paying an insurance fee calculated at 4% of premiums. From July 1, Equip Super is reducing administration fees across accumulation, defined benefit and retirement products. For accumulation and defined benefit members, the asset-based fee will be reduced ...

Ageing Australians rapidly shifting retirement planning

ELIZA BAVIN  |  WEDNESDAY, 19 JUN 2024
... shown that Australia's ageing population is rapidly shifting its retirement planning focus to income rather than accumulation. The white paper suggested this change has seen financial advisers refining their advice offering to meet these changing needs. ...

How super funds could better support members: Research

ELIZA BAVIN  |  MONDAY, 27 MAY 2024
... their superannuation to a regular income stream or pension account, while 27% had kept most of their savings in their accumulation account, 15% had withdrawn all or most of it as a lump sum, and just 7% had moved a portion to a lifetime income product. ...

NovaPort Capital team calls it a day

JAMIE WILLIAMSON  |  TUESDAY, 21 MAY 2024
... $55 million. Over three years, the NovaPort Microcap Fund outperformed its benchmark, the S&P/ASX Small Ordinaries Accumulation Index, delivering 1.71% against the index's 0.02%. Meanwhile, the Smaller Companies Fund delivered 2.43% against the same ...