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| | | ... of which is invested in listed shares. This is followed by cash and term deposits and non-residential properties. The average assets per SMSF sits at $1.55 million while the median is about $877,500. SMSF Association chief executive Peter Burgess said ... |
| | | | ... it retained the same benchmark return and risk profile. Since its inception in 2006, the Future Fund has generated an average annual return of 7.7% and added more than $165 billion in value. While our financial institutions should never remain static ... |
| | | | ... want to serve more clients annually over the next three years. Financial advisers manage 110 ongoing clients each, on average, but want to serve 152. With only 15,500 advisers practising industry-wide, an additional 42 clients each could lead to 650,000 ... |
| | | | ... estate are the most popular unlisted assets that garner 96% of interest. They are the only two subsectors set to grow on average in absolute asset terms in the five years to 2029, the inaugural Private Markets 700 report shows. Private equity allocations ... |
| | | | ... in administration fees and insurance premiums to about 100,000 members whose multiple accounts had gone undetected. The average impacted member was to receive $650. |
| | | | ... only make investments where "possible, appropriate and consistent with strong returns." Its return objective remains an average of 4-5% above inflation each year over the long term, and its risk profile is also expected to remain as is. "The independent ... |
| | | | ... services with clients, but it's still not standard practice, and those practices using digital signing are faster, on average, at implementing basic and complex advice than those who use it less frequently. Iress chief executive, wealth, APAC Kelli ... |
| | | | ... held by super funds," Constant said. "Currently, APRA-regulated super funds allocate around 20% of their portfolios, on average, to private assets. Some funds have announced plans to pull back from this space, but many say they intend to allocate more ... |
| | | | ... 65-74-year-olds had roughly three times the wealth of those aged 25-34. But by 2020, this gap had widened substantially: the average household headed up by a 65-74-year-old had almost five times as much wealth as a household headed by someone aged 25-34. ... |
| | | | ... savings. Some notable moves came from AustralianSuper - which cut the value of its unlisted assets to the tune of 7.5% on average, leading to a 2.2% reduction to the fund's $126 billion balanced option - and Hostplus which devalued assets within ... |
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