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Showing 141 - 150 of 1031 results for "Accumulation"

Pre-retirees expect less reliance on Age Pension: Investment Trends

KARREN VERGARA  |  TUESDAY, 17 SEP 2024
... need nearly double that amount, a new study from Investment Trends finds. A survey of more than 5600 participants in accumulation phase expect that only 12% of their retirement income will come from the Age Pension in the future. This is a stark contrast ...

WAM tells investors it 'got the call wrong'

ELIZA BAVIN  |  TUESDAY, 17 SEP 2024
... WAM Leaders portfolio, which returned just 2.8% in the 2024 financial year versus a 12.1% rally by the S&P/ASX 200 Accumulation Index. Haupt blamed the underperformance on positions in Star Entertainment and troubled glass bottles and cans maker Orora. ...

ASIC updates super calculator relief instrument

KARREN VERGARA  |  MONDAY, 16 SEP 2024
... has inputted an alternate rate. "The default inflation rates reflect nominal wage inflation while a user is in the accumulation phase, and consumer price inflation while a user is in the retirement phase," ASIC said. ASIC aligns its default inflation ...

Aussies unprepared to manage retirement income

ANDREW MCKEAN  |  THURSDAY, 12 SEP 2024
... mortgages, credit cards, and saving for expensive items like holidays - and the Superannuation Guarantee has made the accumulation stage of retirement saving far easier, the report noted that a lack of retirement literacy, not financial literacy, remains ...

End of the road for three Franklin Templeton funds

KARREN VERGARA  |  TUESDAY, 3 SEP 2024
... Rainmaker Information. It aimed to earn an after-fee return in excess of its benchmarks that included the S&P/ASX 200 Accumulation Index and Bloomberg AusBond Composite 0+ Yr Index over rolling three-year periods. The fund launched on 30 May 2014. The ...

Betashares completes Bendigo Superannuation acquisition

KARREN VERGARA  |  MONDAY, 2 SEP 2024
... trusted position as a steward of capital for over one million Australians to help them meet their financial goals from accumulation to retirement." Last year, the fund manager launched Betashares Direct, a new platform for self-directed investors.

WAM Active returns 30%, beats indices

KARREN VERGARA  |  WEDNESDAY, 28 AUG 2024
... unitholders, trumping its benchmarks in the last financial year. WAA beat its reference indices S&P/ASX All Ordinaries Accumulation Index by 13.3% and the Bloomberg AusBond Bank Bill Index (Cash) by 21.4%. A large portion of the portfolio is invested ...

Super performance test needs personal rate of return: Adviser

KARREN VERGARA  |  THURSDAY, 15 AUG 2024
... August. APRA has assessed MySuper products since 2021 while trustee-directed products (TDPs), a subset of the choice accumulation sector, were thrown in the fire last year. Ninety-six out of 97 TDPs failed the inaugural choice performance test. Treasury ...

New shadow assistant treasurer's vision for advice, super

ANDREW MCKEAN  |  WEDNESDAY, 31 JUL 2024
... implemented as soon as possible. We wouldn't be reinventing the wheel," Howarth said. He also explained that an accumulation of regulations is hurting people, making it difficult to provide "simple advice" to young Australians. He said there's ...

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 ...