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Showing 351 - 360 of 1002 results for "Accumulation"

In a nutshell: Federal Budget 2019

JAMIE WILLIAMSON  |  TUESDAY, 2 APR 2019
... benefit from changes to the way exempt current pension income is calculated, allowing those with members in both accumulation and decumulation to elect a preferred method of calculation. The need to obtain an actuarial certificate when using the proportionate ...

Protecting Your Super Package will cross finish line: Treasurer

KARREN VERGARA  |  TUESDAY, 2 APR 2019
... requirements when calculating the exempt current pension income (ECPI). From 1 July 2020, trustees with interests in the accumulation and retirement phases during an income year can choose their preferred method of calculating ECPI. Furthermore, it will ...

Curtain call for JCP Investment Partners

KARREN VERGARA  |  WEDNESDAY, 27 MAR 2019
... JCP's composite investment performance delivered an annualised return of 9.7%, compared with 8.5% on the S&P/ASX300 Accumulation Index. "We have always seen ourselves as an extension of our clients' own investment capabilities; not only managing their ...

Allianz Retire+ launches flagship product

KARREN VERGARA  |  TUESDAY, 12 MAR 2019
... cap on the upside. Allianz Retire+ chief executive Matthew Rady said the finance industry has an inherent focus on accumulation and compounding wealth. "Our launch also says that it is time to shift the focus to those entering the decumulation phase ...

New fund to invest in low-carbon Aussie stocks

KANIKA SOOD  |  FRIDAY, 1 MAR 2019
... emissions and fossil fuel companies. The Russell Investments Low Carbon Australian Shares Fund will use the S&P/ASX 300 Accumulation Index as a starting point. It then applies a rules-based approach to tilt the portfolio away from companies that have ...

Equity Trustees acquires superannuation trustee

KARREN VERGARA  |  TUESDAY, 26 FEB 2019
... subsidiary of Zurich Australia. ZAS has about $1 billion in funds under trusteeship and 18,000 members across traditional, accumulation and pension products. The transaction is due to finalise next month. Subsequently, the trustee role for the fund will ...

Ausbil launches dividend income fund

KANIKA SOOD  |  WEDNESDAY, 20 FEB 2019
... Management. The returns from July inception to January were -1.13% which is 2.1% better than the benchmark S&P/ASX 200 Accumulation Index's returns. It generated 10.99% in distribution returns (including cash and franking credits) from July to December ...

State government awards super fund mandate

KARREN VERGARA  |  MONDAY, 11 FEB 2019
... AustralianSuper, which finished its contract on 9 February 2019. Statewide will also manage NTGPASS members' accumulation accounts - both the savings and earnings components. The transfer is expected to be completed by mid-2019. The Northern Territory ...

AustralianSuper hikes admin fees

KARREN VERGARA  |  WEDNESDAY, 30 JAN 2019
... fund's first fee increase since January 2009. AustralianSuper will also cease charging the $35 exit fee for both its accumulation and retirement products. It wrote to members that the additional fees will be "directed towards providing better products ...

Industry Super Australia attacks Future Fund concept

HARRISON WORLEY  |  TUESDAY, 29 JAN 2019
... top quartile balanced pension fund options, because their asset allocation is "substantially similar" to balanced accumulation options, but with a similar tax treatment to the Future Fund. The research shows those options compare favourably to the Future ...