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Showing 151 - 160 of 1361 results for "Balanced"

Super performance test needs personal rate of return: Adviser

KARREN VERGARA  |  THURSDAY, 15 AUG 2024
... had a closing balance of $15,000 at the end of the financial year. The employer contributed $5000. The super fund's balanced option earned 8% in the last financial year. The member questioned why a super fund is allowed to tell members invested in ...

CareSuper returns 8.54% for default members

MATTHEW WAI  |  FRIDAY, 9 AUG 2024
... consecutive years and came in at -5.09% for FY24. The super fund's MySuper option enjoyed an annual return of 8.54% for its balanced option. The same option has reported a 17.4% return in FY21 and a 6.88% return in FY19. CareSuper said the underlying ...

ASFA pushes for tax redistribution to benefit low-income workers

ANDREW MCKEAN  |  FRIDAY, 9 AUG 2024
... earners and ensuring fair tax contributions from those with substantial superannuation balances can help foster a more balanced and equitable retirement system. "Division 296 and Division 293 aren't just measures aimed removing tax concessions for those ...

ESSSuper launches Balanced Growth Managed option

KARREN VERGARA  |  WEDNESDAY, 7 AUG 2024
ESSSuper has launched a new option designed to help members boost their savings in retirement. The new Balanced Growth Managed option aims to help members increase their super balance for retirement by delivering stable returns via diversification. ...

Vision Super closes property, infrastructure options

JAMIE WILLIAMSON  |  TUESDAY, 6 AUG 2024
... Vision Super is closing its Property and Infrastructure options, while also removing the asset classes from one of its balanced offerings. Effective October 4, Vision Super's Property and Infrastructure options will be closed to members, with Vision ...

BlackRock bolsters suite of SMAs

ELIZA BAVIN  |  THURSDAY, 1 AUG 2024
... multi-asset strategy and solutions team. Investors can access the model portfolios on HUB24 with three risk profiles available: Balanced, Growth and Aggressive. BlackRock designed the offerings to align with advisers' and investors' individual investment ...

ESSSuper appoints two executives

KARREN VERGARA  |  FRIDAY, 19 JUL 2024
... The fund's Growth option, which was previously called High Growth, returned 9.92% in the 2024 financial year. The Balanced option, which was previously the Growth option, returned 7.12%.

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 ...

REI Super returns 9.34% in FY24

JAMIE WILLIAMSON  |  WEDNESDAY, 17 JUL 2024
... the fund's performance for the year as a great outcome for members. Some 86% of the fund's members are invested in the Balanced (MySuper) investment option which achieved the 9.34% net return. Last year, the same option returned 9.45%. Coysh said the ...

SSGA expands risk-based ETF model portfolios

ELIZA BAVIN  |  WEDNESDAY, 17 JUL 2024
... HUB24 and Netwealth platforms this month. It will complement SSGA's three existing risk-based portfolios - Moderate, Balanced and Growth - that invest in a range of asset classes and sectors across the risk spectrum to meet a broad range of investor ...