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Showing 11 - 20 of 1002 results for "Accumulation"

Ausbil broadens wholesale sustainable fund access with ETF

MATTHEW WAI  |  MONDAY, 4 MAY 2026
... primarily from the S&P/ASX 200 Index, to deliver risk-controlled outperformance of its benchmark, the S&P/ASX 200 Accumulation Index, over the long term. Since inception on 31 January 2018, the fund has generated a net return of 9.22% p.a., compared ...

BUSSQ to roll out personalised investment solution

JAMIE WILLIAMSON  |  THURSDAY, 23 APR 2026
... they need support to make these decisions." Late last year BUSSQ streamlined its product offering, consolidating its accumulation products - BUSSQ MySuper and Premium Choice, which included eight different options and varied types of insurance - into ...

Actuaries Institute proposes pre-set pension for retirees

RIDDHIMA TALWANI  |  THURSDAY, 16 APR 2026
... delivering that income," co-author of the paper David Knox said. It further recommends any super balances remaining in the accumulation phase be automatically transferred to pension phase at 75, when an income would commence. Knox said age 75 is chosen ...

Spheria launches active ETF for small caps fund

MATTHEW WAI  |  TUESDAY, 14 APR 2026
... fund has returned 3.2% over the past 12 months as at March 31, which underperformed the S&P/ASX Small Ordinaries Accumulation Index (13.7%) by over 10%. However, over a decade horizon the fund returned 8.5% per annum (after fees), outperforming the index ...

Prime Super tweaks fees across offerings

RIDDHIMA TALWANI  |  TUESDAY, 7 APR 2026
Prime Super will reduce its fixed and asset-based percentage administration fees from June 1, across its accumulation and pension products. It will also raise investment fees across options. The super fund is introducing an administration cost of 0.015% ...

CSC to increase TPD premiums for PSSap members by 43.5%

JAMIE WILLIAMSON  |  THURSDAY, 2 APR 2026
Members of Commonwealth Super Corporation's Public Sector Superannuation Accumulation Plan (PSSap) are about to be hit with insurance premium increases of more than 40%. A recent review of the PSSap lifePLUS offering, underwritten by AIA Australia ...

Women to drive tailored advice demand: State Street

RIDDHIMA TALWANI  |  WEDNESDAY, 1 APR 2026
... sustainability," State Street said. The research said these are not a niche trend but a structural force shaping demand across accumulation, decumulation, advice and investment design. "Financial services firms that embed these considerations - through ...

Australians lose $13.5bn by delaying retirement switch: HESTA

RIDDHIMA TALWANI  |  TUESDAY, 31 MAR 2026
... Make the move: guiding members to tax-free retirement found last financial year 1.8 million Australians remained in accumulation phase despite being eligible to switch, collectively forgoing $2.5 billion. By 2030, nearly three million Australians are ...

Contact Asset Management terminates sole fund

JAMIE WILLIAMSON  |  WEDNESDAY, 25 MAR 2026
... of 18.6% over the past year "which compares favourably to a blended S&P/ASX Mid-cap 50 & S&P/ASX Small Ordinaries Accumulation Index which has returned 8.7% over the same period." Over three and five years it slightly underperformed the same blended ...

Prime Super closes two options

KARREN VERGARA  |  WEDNESDAY, 25 MAR 2026
... option in terms of risk profile, with 100% investment allocated in defensive assets. The Income Focused option for Accumulation (Super Fund) will discontinue from April 30. Pension accounts (Transition to Retirement or Retirement Income Stream) invested ...