Search Results | Showing 171 - 180 of 1002 results for "Accumulation" |
| | | ... ethos and will help to increase members' retirement benefits," the government fund said. The changes apply to accumulation and income stream members. However, only the fee reductions apply to beneficiary account holders, not the cap change. The fund ... |
| | | | ... funds, with over $240 billion worth of assets, covering over 2.2 million members, Spragg said "it's no longer an accumulation game, where more is perceived to be better." "In the superannuation industry, we quite often focus on funds under management ... |
| | | | ... consistent risk-adjusted returns over the long term, with capital growth. It tracks the S&P/ASX Small Ordinaries Accumulation Index and has a minimum investment of $10,000. "We're excited to be adding Australian small caps to our suite of capabilities ... |
| | | | ... member retention initiatives and funds creating smooth member journeys - often including an advice element - from accumulation phase to retirement." This focus on member retention and seamless member journeys will become increasingly important as the ... |
| | | | ... declining home ownership rates across the population will lead to larger differences later in life, including wealth accumulation and retirement outcomes. Taylor Fry principal and the paper's co-author Hugh Miller said that the big disconnect between ... |
| | | | ... Group's Pathfinder retirement platform in 2023, sitting inside the super fund as an investment option in the late accumulation phase and within account-based pensions. The Pathfinder retirement platform aims to provide super funds and their members with ... |
| | | | ... 2019/20 was -0.6% and 14.8% in 2020/21, compared to -1.2% and 16% over the same period for APRA-regulated funds. Accumulation phase SMSFs outperformed pension phase SMSFs in 2020 by 4.2%. Meanwhile, pension phase SMSFs marginally outperformed accumulation ... |
| | | | ... appropriate treatment of high balances that were accumulated in the past under more generous contributions caps. The accumulation of large capital gains on business or real property assets is hugely problematic for SMSFs. "These [accumulated capital ... |
| | | | ... to which we're most susceptible as individuals," Davies said. In the past, super funds were primarily focused on accumulation rather than retirement. However, with an ageing population and shift towards retirement planning, spurred by the introduction ... |
| | | | ... Scheerlinck said increasing the testing period to 10 years is pleasing, but the fact testing hasn't been extended to all accumulation products is disappointing. "Lengthening the testing time horizon encourages longer-term investment, is consistent with ... |
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