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Showing 171 - 180 of 313 results for "lifecycle"

MySuper approaches $650 billion

DARREN SNYDER  |  TUESDAY, 26 JUN 2018
... returns of the lowest performers regardless of segment, investment type or age cohort." It added the top performers in lifecycle MySuper strategies were predominantly not-for-profit superannuation funds, even though 68% of these strategies are held by ...

PC puts spotlight on lifecycle super products

KARREN VERGARA  |  MONDAY, 25 JUN 2018
... Commission said on its third and final day of hearings in Brisbane it will scrutinise the competitiveness and efficiency of lifecycle and retirement income products in its review of the superannuation system. Productivity Commission deputy chair Karen ...

Technical Services Forum looks at tax and aged care

KANIKA SOOD  |  FRIDAY, 8 JUN 2018
... a challenging case study - calculate the capital gains taxes for a musician couple's business through a 25 year lifecycle. The audience had to make tradeoffs while claiming specific SBCGT concessions: 15-year exemption, 50% active assets reduction ...

Productivity Commission addresses superannuation lottery

DARREN SNYDER  |  TUESDAY, 29 MAY 2018
... over the 12 years to 2016." It should be noted there's about 40,000 options to choose from - and the PC finds that lifecycle products are better suited to the choice segment. Australian Institute of Superannuation Trustees (AIST) chief executive ...

Better than bonds: A new approach to lifecycle investment

KANIKA SOOD  |  WEDNESDAY, 16 MAY 2018
Superannuation funds could top up lifecycle members' end savings by about 30%, if they make a "mid-step" switch to defensive equities instead of gradually increasing allocations to bonds, according to new analysis from Parametric. Parametric's latest ...

Regtech scores deal with US bank

KANIKA SOOD  |  MONDAY, 7 MAY 2018
... currently uses Kyckr data to meet KYC/AML regulatory obligationss and to maintain customer relationships throughout their lifecycle including on-boarding, due diligence and engagement. Kyckr chairman Benny Higgins said the regtech collaborated closely ...

ASX gives timeline for CHESS replacement

KANIKA SOOD  |  MONDAY, 30 APR 2018
... subject to change following this consultation process, delivery planning that is currently underway, and throughout the lifecycle of the project as the platform is developed," ASX said in a statement on Friday. Talk of a replacing the Clearing House ...

Industry fund begins lifecycle pension strategy

HARRISON WORLEY  |  TUESDAY, 24 APR 2018
A $1.5 billion industry superannuation fund has added a dual-account lifecycle strategy to its pension offering. New pension members of REI Super now have a default lifecycle investment option which applies different investment mixes based on age. Existing ...

MySuper growth leads industry

KANIKA SOOD, DARREN SNYDER  |  FRIDAY, 6 APR 2018
... than the September quarter (24%). Biggest MySuper winners in the December quarter included 30-50 age cohorts in MySuper lifecycle products, which harvested 5% returns on an average. In single investment strategy options, retail products led the returns ...

Industry fund launches lifecycle default option

KARREN VERGARA  |  TUESDAY, 3 APR 2018
... secondary Catholic schools with an average age of about 50. Secondly, ACS is looking at other factors to enhance its lifecycle strategies including gender and account balance among others. Women tend to be more conservative for example, so ACS has designed ...