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Showing 171 - 180 of 1002 results for "Accumulation"

ESSSuper reduces admin fees, renews insurance mandate

JAMIE WILLIAMSON  |  MONDAY, 5 JUN 2023
... 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 ...

No longer an accumulation game: ART

CHLOE WALKER  |  THURSDAY, 1 JUN 2023
... 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 ...

Tyndall launches Aussie small cap fund

JAMIE WILLIAMSON  |  THURSDAY, 18 MAY 2023
... 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 ...

Industry fund market share soars: KPMG

ANDREW MCKEAN  |  THURSDAY, 4 MAY 2023
... 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 ...

Wealth inequality divides Australia: Research

KARREN VERGARA  |  TUESDAY, 2 MAY 2023
... 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 ...

Link to offer Allianz Retire+ solution to super funds

CHLOE WALKER  |  WEDNESDAY, 26 APR 2023
... 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 ...

SMSFs weather market storms: Report

CHLOE WALKER  |  WEDNESDAY, 26 APR 2023
... 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 ...

Superannuation changes limit tax benefits for top earners: ASFA

ANDREW MCKEAN  |  FRIDAY, 21 APR 2023
... 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 ...

Investor education combats emotions: Experts

ANDREW MCKEAN  |  TUESDAY, 11 APR 2023
... 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 ...

YFYS recommendations not enough: AIST

JAMIE WILLIAMSON  |  THURSDAY, 6 APR 2023
... 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 ...