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| | | ... experienced professionals, offering subjects ranging from investor behaviour to investing fundamentals. Modules include accumulation strategies across different life stages, cashflow management, and retirement strategies. Users will also have access ... |
| | | | ... Pension provides growth, balanced, and conservative investment options, flexible for various life stages including accumulation and pension phases. The balanced investment strategy allocates 60% to growth assets and 40% to defensive assets, with an objective ... |
| | | | ... Fund, will launch in September, and invests in smaller Australian companies and tracks the S&P/ASX Small Ordinaries Accumulation Index. The boutique is headed by Jarred Rubin as chief executive and managing director and chief investment officer Michael ... |
| | | | ... university research," he said. The mandate boost comes as the fund confirmed an 8% return was generated for MySuper accumulation members, while pension members fared slightly better with a return of 8.95%. While it was one of the few funds to see a positive ... |
| | | | ... both opportunities and risks as they emerge," he said. The fund introduced changes to some options from 1 July 2023. Accumulation members saw the Defensive Growth and Diversified Income options merge into a new option called Moderate. The Defensive Growth ... |
| | | | ... a 12-month return of 10.62%, while its Growth option returned 12.61%. The Balanced option returned 10.60% for its accumulation accounts, while the Indexed Balanced option returned 11.65%. Meanwhile, the Socially Responsible Australian Shares option generated ... |
| | | | ... accounts (14.1 million) outnumber Choice accounts (7.4 million). APRA data also revealed that of Choice products, accumulation products represented the majority, with 530 out of 954 products. Accumulation products hold $682 billion of the total assets ... |
| | | | ... decreasing income protection premiums for members. The $25 billion corporate fund is introducing a new option for accumulation and TTR members from next month, the Moderate investment option. It will be the existing Diversified Income and Defensive Growth ... |
| | | | ... are facing into a pivotal time for the superannuation industry, with increasingly more Australians shifting from accumulation into the retirement phase over the coming years and we want to support our 2.2 million members across Australia to retire well ... |
| | | | ... strategies to maximise both Age Pension benefits and Centrelink Asset Test discounts. It includes structure capital in the accumulation phase to help clients better prepare for retirement. North has also made changes to its platform functionality, including ... |
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