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| | | ... losses in past economic downturns in Australia and overseas." "This segment of the market may present as a systemic risk for small and self-managed superannuation funds and 'sophisticated' investors in a downturn," the interim report reads. "The ... |
| | | | ... Account and 2 Year Account are invested almost entirely in loans secured by registered first mortgages, with the exception of small cash and term deposit holdings held to meet cash requirements," ASIC said. "These products are not bank deposits. The ... |
| | | | ... futures. "Importantly this research shows that it's never too early to start thinking about your financial future. Even small actions - like checking your super more often or understanding the fees you're paying - can build real confidence over ... |
| | | | While financial services organisations may be comfortable with taking risks, certainly when it comes to investing, there are other types of risks they're not so familiar with. It may be 2025, but we continue to consistently see examples of organisations ... |
| | | | ... portfolios, with target allocations averaging nearly 20%, while the figure is even higher for 'semi-liquid' fund-of-funds - a small but evolving segment of the market designed to attract investors. Overall, the opportunity set is moving up the risk curve ... |
| | | | ... chief executive Kristian Fok said claims with a binding beneficiary nomination will be paid out the fastest, but only a small proportion of Cbus members have one. "A binding beneficiary nomination is a clear, legally binding way for members to make their ... |
| | | | ... said. "This measure would tax unrealised gains, which will create serious cashflow issues for taxpayers, especially for small business owners and farmers who hold illiquid assets like real property in their self-managed super funds. "There's a strong ... |
| | | | In addition to "worsening" cybersecurity risks, geopolitical volatility and artificial intelligence (AI) are creating "unacceptable prudential risks" for APRA. APRA member Therese McCarthy Hockey said geopolitical risk has become a "risk accelerant" ... |
| | | | ... changes mean eligible members can have premium-free insurance cover for 12 continuous months. The fund added there was a small change to total investment fees and costs, and transaction costs for the last financial year for Future Saver and Retirement ... |
| | | | ... (14.93) over the period. Meanwhile, the Ex-20 Australian Equities Fund (18.50%) slightly underperformed against the S&P/ASX Small Ordinaries TR AUD index, which returned 18.70% over the same period. It currently contains $42.0 million in NAV. Additionally ... |
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