Search Results | Showing 381 - 390 of 1002 results for "Accumulation" |
| | | ... Rainmaker's March 2018 Advantage report using APRA data shows SMSF investors as a group - including those in pre-retirement accumulation phase - are "surprisingly conservative." The Productivity Commission's May 2018 report notes SMSFs are inefficient ... |
| | | | ... around $11.50 less in expected weekly income in retirement for an 'average' individual in a balanced portfolio in accumulation phase and with a stable income retirement product offered by an institutional superannuation fund," the report states. The ... |
| | | | ... outcomes for smaller SMSFs can be better explained by conservative asset allocation rather than whether a member is in accumulation or pension phase. The latest Rainmaker Advantage report said ATO data for SMSF asset profiles found large SMSFs have growth ... |
| | | | ... the past year. "[It delivered] strong risk adjusted returns for our investors...outperforming the All Ordinaries Accumulation Index by 4.5%," Siegling said. "The top contributors to performance for the year were ARQ Group (previously Melbourne IT), Macquarie ... |
| | | | ... reflect JCP's greater flexibility in stock picking. The fund's benchmark will change from the S&P/ASX 200 Accumulation Index to the S&P/ASX 300 Accumulation Index and the minimum investment will increase by $5000 to $25,000. Its aim to provide ... |
| | | | ... uncertainty. The cohort as a total returned 11.7% p.a. in the five years to March. This was 4.1% higher than S&P/ASX 300 Accumulation Index return of 7.6% p.a. Risk volatility was also lower for long-short funds, with annualised standard deviation of ... |
| | | | ... 2018. It charges about $425 per annum on balances of $50,000, placing it in the bottom 25% or lowest quartile for accumulation superannuation funds in the market. Diversa Trustees will act as its trustee. The underlying financial product is the DIY Master ... |
| | | | ... portfolios." For the year to 30 June 2018, the SGH20 Fund returned 24.5% after fees, outperforming the S&P/ASX300 Accumulation Index by 10%. It has returned 11.3% per annum since its inception in 2004. The fund also recently received a "Favourable" rating ... |
| | | | ... all retired, and they would receive no franking credit refunds. The less mature are largely dominated by younger, accumulation phase members with a relatively small proportion number of pension members, Hamson said. "These growing funds will be paying ... |
| | | | ... into their position as compared to their peers, to develop a real understanding about normal spending patterns in accumulation and into retirement," Ignition Wealth said in a statement. Earlier this year, Ignition Wealth appointed Alan Quinlan as its ... |
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