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| | | ... passive, keeping fees competitive. "The private and midrisk asset books have been elemental to the fund's returns, though liquidity, risk management, and valuation practices are solid. The total portfolio approach is a center of investing excellence ... |
| | | | The SMSF Association (SMSFA) has welcomed reports the government's $3 million superannuation tax, which was expected to come into effect 1 July 2025, could be shelved until after the next federal election. SMSFA chief executive Peter Burgess said the ... |
| | | | ASIC commissioner Simone Constant has told the ASIC Annual Forum that the regulator is watching potential risks to financial stability as the superannuation sector grows. Questioned on her thoughts around the recent Reserve Bank of Australia (RBA) report ... |
| | | | ... examination of state-by-state data showed that Victoria has traditionally attracted the lion's share of philanthropic funding, though its share dipped from 36% to 27% since 2015. The report linked this funding concentration to historical factors such ... |
| | | | Australian Retirement Trust (ART) has farewelled the author of its first corporate strategy upon the merger of Sunsuper and QSuper in 2022. As the head of strategy, Andrew Ko wrote ART's long-term strategic plan. For three years, Ko was responsible ... |
| | | | Ahead of naming the new investment chief, Funds SA chief executive John Piteo has bolstered the leadership team by making a series of promotions. After a year in the top job, Piteo has elevated nine staffers in investment, finance and operations, analytics ... |
| | | | ... wealth market," Crothers said. The private equity firm has worked with wealth advisors for almost 20 years. More recently though, the buyout firm's wealth business has focussed on designing private equity, private infrastructure and private real ... |
| | | | ... enormous. I believe they are all trying to manage those assets in the best interests of their members. How they go about it though is subject to a range of considerations," Cole said. "Very large funds probably have a real issue in where they place the ... |
| | | | ... having exhibited weaker performance in previous months. Morningstar's conviction in US equities has, nevertheless, softened, though it stops short of considering them an "outright danger." "... our conviction for the US equity market has fallen to the ... |
| | | | ... with increased public relations and marketing initiatives over the first half of the financial year," Hackett said. "Even though we continue to see all of our key performance indicators trend in the right direction, there is still a significant amount ... |
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