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Showing 341 - 350 of 1002 results for "Accumulation"

Sunsuper, corporate super fund merge

JAMIE WILLIAMSON  |  WEDNESDAY, 22 MAY 2019
... balances of pension members have transferred to a Sunsuper for life income account. Meanwhile, the existing balances of accumulation members were transferred to a Sunsuper for life Super-savings account. It brings Sunsuper's membership to 1.4 million ...

Boutique appoints portfolio manager

KANIKA SOOD  |  WEDNESDAY, 8 MAY 2019
... equity income fund has returned 2.77% (including distribution and growth) since inception compared to S&P/ASX 300 Accumulation Index's 6.98%. The fund's volatility has been 5.25% compared to benchmark's 9.39%. Vertium is distributed by Copia ...

Should super funds segregate pension assets?

KANIKA SOOD  |  TUESDAY, 7 MAY 2019
... APRA-regulated super funds follow an unsegregated structure, meaning they manage underlying investments for their accumulation and pension members in a single pool. However, the likes of QSuper and HESTA have made a move to "segregate" their assets by ...

Sargon named trustee for new super fund

HARRISON WORLEY  |  TUESDAY, 23 APR 2019
... financial advisers. PPS Mutual said the fund would allow its members to fund their insurance premiums through their accumulation super fund account. According to PPS Mutual,its younger members in the medical, legal, accounting and engineering fields ...

Superannuation gender gap hits women early

KARREN VERGARA  |  WEDNESDAY, 17 APR 2019
... leave. "The continuation of contribution payments during this time would mean that experience less gaps in their accumulation. This would help women, at least to some extent, become more on par with men as they access their retirement funds."

Tribeca fund cops another departure, downgraded

KANIKA SOOD  |  WEDNESDAY, 17 APR 2019
... strained (down 11.2% relative to benchmark over one year), though the strategy is still front running the S&P/ASX 200 Accumulation Index by 2.41% per annum since inception. With $978 million as at March 31, the strategy is almost at capacity which Tribeca ...

Super leaves retirees vulnerable: Research

HARRISON WORLEY  |  WEDNESDAY, 17 APR 2019
... 43% invest at least some of their savings in the higher growth asset class. According to the report, retirees with accumulation accounts feel tension about whether or not to stay invested in equities given the uncertainty around their life expectancy ...

Industry funds eye SMSF market stronghold

KARREN VERGARA  |  TUESDAY, 16 APR 2019
... of growth. KPMG said mergers and consolidation will continue to headline the industry. It forecasts the number of accumulation accounts will drop noticeably for industry and retail funds by FY20 as a result of consolidation. Excluding SMSFs, the number ...

Founder leaves SMSF Association

ELIZABETH MCARTHUR  |  FRIDAY, 12 APR 2019
... the 1.1 million people who have opted to take personal control of their retirement savings, whether it be in the accumulation or pension phase." "I am proud of what we have achieved, and leave the organisation knowing it is well positioned for its next ...

Tribeca portfolio manager departs

KANIKA SOOD  |  TUESDAY, 9 APR 2019
... and to co-portfolio manager in June last year. The long-short equities strategy has outperformed the S&P/ASX 200 Accumulation Index by 2.41% per annum since its inception. "Sean has played an integral role in the growth and success of Tribeca over the ...