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Showing 141 - 150 of 1718 results for "Minimum"

Atrium winds up global listed infrastructure fund

KARREN VERGARA  |  TUESDAY, 28 JAN 2025
... and experienced massive outflows from 2023, starting with $187.8 million of investor money exiting. The fund sought a minimum investment amount of $100,000. On 12 July 2024, Atrium terminated the Atrium Global Equities Mandate No. 1, which was also managed ...

Vanguard fined US$106m for investors' massive tax bill

KARREN VERGARA  |  TUESDAY, 21 JAN 2025
... Target Retirement Funds (Investor TRFs) about their future tax liabilities. The failings relate to Vanguard dropping the minimum initial investment amount of the Vanguard Institutional Target Retirement Funds (Institutional TRFs) from US$100 million ...

Grattan Institute renews calls for best-in-show super funds, partial annuitisation

KARREN VERGARA  |  MONDAY, 20 JAN 2025
... "Relying on personal financial advice to deliver better retirement incomes than solely account-based pensions drawn at the minimum is unnecessary and unrealistic. Good-quality advice would steer most retirees towards annuitising some of their super anyway ...

Mason Stevens rolls out super admin fee changes

MATTHEW WAI  |  WEDNESDAY, 15 JAN 2025
... February 14. In what is the first change to fees since the product's 2017 inception, Mason Stevens has eliminated the minimum admin fee of $330 p.a., but has increased the minimum for its expense recovery fee (0.07% p.a.) and account keeping fee ...

How to simplify super to get better retirement outcomes: Mercer

ANDREW MCKEAN  |  MONDAY, 13 JAN 2025
... and income would be automatically provided from pension products - mirroring the requirement in the US, where required minimum distributions must commence at age 73. Mercer also recommended that the government introduce legislation to simplify and strengthen ...

Investment habits of the generations revealed

ELIZA BAVIN  |  TUESDAY, 10 DEC 2024
... Gen Y the most likely to find them appealing, followed by Gen Z. Ease of monitoring, simplicity of transactions, lower minimum investment, and transparency were considered the most attractive features. When it comes to Australians' investing habits ...

Super framework, SMSFs conducive to financial abuse: Inquiry

KARREN VERGARA  |  FRIDAY, 6 DEC 2024
... direct result of financial abuse. Overall, the inquiry found that the government should "consider the implementation of minimum operating standards, with a view to moving to best practice standards through continuous improvement over time, to mitigate ...

New investment fund to drive gender equality

MATTHEW WAI  |  THURSDAY, 5 DEC 2024
... equality for women and their children in Australia. The fund will charge zero management or performance fees and requires a minimum investment amount of $250,000. All major service providers to the fund, including Citigroup, Equity Trustees and Boardroom ...

More work to do on reportable situations compliance, ASIC says

JAMIE WILLIAMSON  |  WEDNESDAY, 4 DEC 2024
... complex or restrictive definitions of an incident, while others didn't have a definition at all. Some licensees set high minimum thresholds around financial or other impacts. All these practices reduced licensees' ability to identify incidents," ASIC ...

Trustees, advisers have 'insufficient focus' on performance

ELIZA BAVIN  |  WEDNESDAY, 4 DEC 2024
... superannuation contributions." Kirkland said when selecting investment options, superannuation trustees should not rely on a minimum external investment rating as the sole criteria for inclusion on their investment menus. "They should also effectively ...