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Showing 151 - 160 of 1731 results for "Minimum"

FundBase to launch platform for retail access to private markets

ANDREW MCKEAN  |  MONDAY, 3 FEB 2025
... allow retail investment in venture capital, private equity offerings, and a range of private market funds starting, with a minimum investment of $5000 - compared to the traditional $100,000 entry point for wholesale investors. A pilot program will be ...

Realm House hires from Plato

ELIZABETH FRY  |  THURSDAY, 30 JAN 2025
... greater diversification benefits to investors," the firm said. The offer went live on January 28 and has already reached its minimum threshold of $150 million of firm commitments and cornerstone investment. The maximum sought for this capital raise is ...

Minimum service standards for super funds welcomed

ELIZA BAVIN  |  WEDNESDAY, 29 JAN 2025
Treasurer Jim Chalmers and Assistant Treasurer Stephen Jones announced new mandatory minimum service standards for all large APRA-regulated superannuation funds. Chalmers said the reforms will improve member outcomes and how funds engage with their ...

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 ...