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Showing 21 - 30 of 5546 results for %22Income Fund%22

TelstraSuper reduces admin fees

ELIZA BAVIN  |  TUESDAY, 2 APR 2024
... your balance grows, your administration fees won't once you reach these new account balance limits." However, members with income protection, or applying for income protection, were also advised by the fund the monthly income benefit would be increasing ...

Evolution of investment operations spurs new recruitment trends

JAMIE WILLIAMSON  |  TUESDAY, 2 APR 2024
... in candidates with experience in private markets, there remains a gap between demand and supply, as equities and fixed income remain the most common asset class exposure. This is largely because a lot of firms operating these kinds of traditional investment ...

Investment managers embracing AI: Mercer

ANDREW MCKEAN  |  THURSDAY, 28 MAR 2024
... funds at 53% and digital assets at 45%. Meanwhile, 47% of managers see significant potential for value creation in fixed income. "In the fixed income arena, AI may be used to support 'bottom up' credit analysis of corporate bond issuers, similar to how ...

AFCA flags legal uncertainty on SMSF wholesale test

KARREN VERGARA  |  THURSDAY, 28 MAR 2024
... the complainant's accountant, which stated the trustee had more than $2.5 million in assets or had otherwise met the income test of earning $250,000 for two consecutive years. This is regulated by section 761(G) s7 of the Corporations Act. "The complainant ...

Threats outside the Australian financial system build: RBA

ANDREW MCKEAN  |  TUESDAY, 26 MAR 2024
... 10-25% in Europe and the US, with offices most impacted, reflecting an increase in vacancy rates and a drop in landlord income. "Further falls are likely, at least in some market segments, given the lag with which commercial real estate prices tend to ...

T. Rowe Price launches bond fund

KARREN VERGARA  |  TUESDAY, 26 MAR 2024
... managed by London-based portfolio manager Arif Husain, T. Rowe Price's chief investment officer and head of global fixed income. It is T. Rowe Price's seventh Australian unit trust for wholesale and institutional investors. T. Rowe Price head of distribution ...

UniSuper appoints new head of fixed interest

ANDREW MCKEAN  |  TUESDAY, 26 MAR 2024
... over 30 years of experience in the investment management, previously serving as a senior portfolio manager specialising in income-focused strategies at boutique firm Plato Investment Management. Prior to that, he was co-founder of Omega Global Investors ...

Wholesale investor tests up for parliamentary review

KARREN VERGARA  |  MONDAY, 25 MAR 2024
... $500,000-plus. The other is the individual wealth test in which an investor has either net assets of $2.5 million or gross income of $250,000 per annum for the last two years as verified by a professional accountant's certificate. The inquiry will ...

Allianz Retire+ names wealth management distribution chief

KARREN VERGARA  |  MONDAY, 25 MAR 2024
... efforts, technical services, and platform and research relationships to deliver the flagship solution, Allianz Guaranteed Income for Life (AGILE) to the advice community as demand for retirement solutions increase. Last November, Allianz Retire+ appointed ...

Raiding super can worsen housing affordability: Research

KARREN VERGARA  |  MONDAY, 25 MAR 2024
... could become even more out-of-reach for those with low superannuation balances - a cohort which would largely comprise low-income earners," the paper read. The research looked at the Australian Taxation Office (ATO) data of 300,000 people to assess the ...