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Showing 151 - 160 of 1002 results for "Accumulation"

TelstraSuper launches option, retirement tool

KARREN VERGARA  |  TUESDAY, 31 OCT 2023
... of time to ride out the ups and downs of more volatile investments." High Growth aims to outperform CPI + 4% (for Accumulation and RetireAccess Transition to Retirement members) and CPI + 4.5% (for RetireAccess income stream members). "We know that many ...

Morningstar eyes super space with new hire

ANDREW MCKEAN  |  TUESDAY, 24 OCT 2023
... added. On his appointment, Hoven commented: "I look forward to helping the super industry better serve members in both accumulation and retirement phases." "Morningstar's capabilities in superannuation are consistent with Morningstar's mission to empower ...

WAM launches unit trust, names RE

CHLOE WALKER  |  TUESDAY, 24 OCT 2023
... strategy to be made available outside of the LIC structure. To August end, this strategy outperformed the S&P/ASX 200 Accumulation Index by 5.2% per annum since inception. EQT executive general manager, corporate and superannuation trustee services Andrew ...

Three actively managed funds shutter

KARREN VERGARA  |  FRIDAY, 20 OCT 2023
... equities, is shuttering after 14 years. It returned 11.6% in the year to June 2023 and aimed to beat the S&P/ASX 300 Accumulation Index. Total returns since inception stood at 7.9% as at September. The fund's responsible entity Australian Unity said ...

PwC chief executives hold too much power: Review

CASSANDRA BALDINI  |  THURSDAY, 28 SEP 2023
... consultancy giant's governance, culture, and accountability. Switkowski explained that PwC's failure arose from the accumulation of poor practices, which went unexamined and uncorrected for many years. He said excessive power is conferred on ...

Young Aussies flock to SMSFs

KARREN VERGARA  |  THURSDAY, 14 SEP 2023
... members. In contrast, nearly one in two members over 65 years old in APRA funds still have their entire balance in accumulation phase. Only one in eight Class members over 65 have their entire balance in accumulation. "While this in part reflects the ...

Managed accounts FUM hits $162bn

KARREN VERGARA  |  TUESDAY, 5 SEP 2023
... attributed the increase to the steady growth in investment markets during the first half of 2023, with the ASX/S&P 200 Accumulation Index rising 4.51%. "Volatility has trended downwards in the first half of 2023 for the US and Aussie markets, with Europe ...

Government consults on superannuation objective laws

ANDREW MCKEAN  |  FRIDAY, 1 SEP 2023
... ensure members and funds have more certainty over any future changes to the superannuation system throughout both the accumulation and retirement phases." According to Treasury, the objective won't affect existing trustee obligations or how members ...

Longevity risk is big super's biggest failure: Podcast

CASSANDRA BALDINI  |  MONDAY, 28 AUG 2023
... optimisation. The difficulty is, it's really hard for super funds to get members across the divide from their accumulation fund over into retirement," she said. "I think there needs to be a focus on making it easier for members to have access to ...

Global wealth to rise 38% by 2027: Report

CHLOE WALKER  |  THURSDAY, 17 AUG 2023
... the report said. While the future looks bright, the report also acknowledged what was a significant setback in the accumulation of wealth in the household sector last year. According to the report, 2022 recorded the first fall in net global household ...