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Showing 401 - 410 of 1002 results for "Accumulation"

SMSFs investing restrictions unfair: Poll

KARREN VERGARA  |  MONDAY, 16 APR 2018
... included in a member's total annual superannuation balance. LRBA principle and interest repayments from a member's accumulation account will also be credited in the member's transfer balance account. In effect, this has made some SMSF members think twice ...

Flinders fund offers insto rates for retail investors on HUB24

KANIKA SOOD  |  TUESDAY, 10 APR 2018
... actively-managed portfolio invests in small and emerging Australian companies. It aims tobeat the S&P/ASX Small Ordinaries Accumulation Index by 3%. Last year it outperformed the benchmark by 2.97%, returning 17.96% as opposed to All Ordinaries' 14.99% ...

Milliman launches course correction tool for retirees

ALEX BURKE  |  TUESDAY, 10 APR 2018
... investment teams to extend their asset allocation capabilities with bespoke, risk-managed solutions across their accumulation and retirement models. "Milliman has partnered with some of the world's largest financial firms since the 1990s to deliver similar ...

FASEA consultation could sway retirement outcomes

JAMIE WILLIAMSON  |  MONDAY, 9 APR 2018
... Authority to consider the substantially different financial risks and challenges faced in retirement compared to the accumulation phase of super when consulting on its new standards. In a new position paper, Challenger has called for the development ...

Aussie attitudes toward retirement shifting

JAMIE WILLIAMSON  |  THURSDAY, 22 MAR 2018
... Roy Morgan said this trend proves beneficial to members, super funds and the Government as it allows for a longer accumulation phase and eases the pressure placed on social security. Increased awareness as to the superannuation gap between men and women ...

GROW Super begins group insurance innovation

JAMIE WILLIAMSON  |  THURSDAY, 22 MAR 2018
... are inventing the way super should be delivered, and that is income for life from age 65. At the moment, we have accumulation, transition to retirement and then the pension phase - it does not make sense to anybody else outside of this room, to them ...

GBST and super fund collaborate for tax relief

JAMIE WILLIAMSON  |  MONDAY, 19 MAR 2018
... apply for relief to defer the tax payable because CGT events were caused for superannuation funds when the mixed accumulation and pension assets needed to be sold down below the $1.6 million cap. Qantas Super is among the first to do so and can now see ...

No room for complacency: Rowell

KANIKA SOOD  |  MONDAY, 12 MAR 2018
... 2018. Low interest rates, uncertainty in financial markets, fund consolidation and more members moving from fund accumulation to retirement stage were affecting trustees but they had a duty and all trustees will have to think about how they can improve ...

AMP introduces SMA range

JAMIE WILLIAMSON  |  MONDAY, 12 MAR 2018
... provide access to a diversified range of managed funds designed to meet specific goals within three key categories: accumulation, income and objective-based. The portfolios incorporate AMP's Advantage Funds range which was expanded in January and has ...

WAM LIC appoints director

KARREN VERGARA  |  THURSDAY, 8 MAR 2018
... Chair Geoff Wilson said the investment portfolio outperformed the cash rate by 10.3% and the S&P/ASX All Ordinaries Accumulation Index by 1.9%. "Our highly active market-driven investment process saw the equity portion of the investment portfolio turn ...