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Showing 381 - 390 of 697 results for "Generating"

Goals-based strategies valuable for retirees: Research

KARREN VERGARA  |  FRIDAY, 2 JUN 2017
Goals-based investing strategies have a greater chance of generating excess replacement income than annuities, an international study shows. Most retirement investment solutions are failing to meet the needs of future retirees, according to a study ...

Banks charging more for less in super

ALEX BURKE  |  MONDAY, 29 MAY 2017
... "The government and regulator need to find out if the bank-owned super funds are eroding workers' super savings by generating profits for the parent bank," Whiteley said. The report also noted that not-for-profit funds, which represent 42% of superannuation ...

SMSF associations announce merger

EMMA RAPAPORT  |  FRIDAY, 26 MAY 2017
... and promote the interests of Australians who have taken responsibility for managing their own retirement savings and generating their own income in retirement without relying on the age pension. "During a long and complex debate regarding superannuation ...

"Shunned" investment strategy generating massive returns

KARREN VERGARA  |  THURSDAY, 25 MAY 2017
Active, value investment managers overlooking critical market anomalies are missing out on potential returns of up to 40%, according to PM Capital. One opportunity that is not well-known and is even "shunned" by some investment managers are long-term ...

Foreign trust disclosures overhauled in NZ

DARREN SNYDER  |  WEDNESDAY, 24 MAY 2017
Foreign trusts generating foreign income in New Zealand will now face significant disclosure requirements but still won't have any NZ income tax obligations. Christchurch-based Mackay Bailey director Michael Woodward said the new disclosure requirements ...

Industry fund teams with Challenger on retirement

EMMA RAPAPORT  |  THURSDAY, 27 APR 2017
... retirement," Challenger chief executive Brian Benari previously said. "As the superannuation industry pivots towards generating sustainable retirement incomes, supported by the Government's reform agenda, we are excellently positioned to meet the needs ...

The case for internal investment teams

EMMA RAPAPORT  |  MONDAY, 24 APR 2017
... competitive for commercial asset managers." Brindle said. "However, they are largely performance-related - and if we are generating billions off the back of their expertise, it's a worthwhile trade.

Lonsec upgrades NovaPort fund

EMMA RAPAPORT  |  TUESDAY, 18 APR 2017
... benefits of diversification while also improving long-term returns. "We are pleased to have both funds recognised for generating quality returns," he said. "Investors are seeking capital growth at relatively low risk in a market characterised by low ...

Coolabah Capital hires former Energy Super chair

ALEX BURKE  |  TUESDAY, 11 APR 2017
... insofar as we don't try to produce returns by taking on duration risk, credit risk or liquidity risk." "We focus on generating pure alpha in safe and liquid asset-classes through capital gains deriving from mispriced bonds that are converging back to ...

Charter Hall fund debuts on multiple platforms

KARREN VERGARA  |  THURSDAY, 30 MAR 2017
... Wrap, BT Panorama, Macquarie Wrap, Colonial First State FirstWrap, HUB24, Netwealth and Powerwrap. The fund has been generating an average return of 17.1% per annum (on Wholesale A Units) compared to the benchmark (MSCI/IPD Australian Unlisted Wholesale ...