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Showing 411 - 420 of 1002 results for "Accumulation"

Bravura rolls out DB super functionality

KANIKA SOOD  |  WEDNESDAY, 7 MAR 2018
... and former Queensland local government staff. The $11 billion super fund is also hoping to capture new business in accumulation and other retirement products with the updated product. "The Sonata platform is a core component of our future growth plans ...

Equipsuper appoints head of risk

KARREN VERGARA  |  FRIDAY, 2 MAR 2018
... savings" on top of initial estimates of $10 million per year. In October 2017, Equip cut weekly administration fees for accumulation accounts from $1.50 to $1.25. Asset-based administration fee also reduced from 0.2% per annum to 0.15% per annum; and ...

Guinness Asset Management wins global equities mandate

ALEX BURKE  |  WEDNESDAY, 21 FEB 2018
... million, with a bias towards the micro-cap end of the spectrum. It seeks to outperform the S&P/ASX Emerging Companies Accumulation Index over rolling three-to-five-year periods net of fees. SGH managing director Stephen Hiscock said he was delighted ...

Tax strategies boost retirement savings: Research

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2018
Tax-efficient strategies can boost retirement savings by more than $200,000 from accumulation to retirement phase, according to Parametric. The firm's latest research debunks the myth that trying to achieve tax efficiency within a super fund's equity ...

Lennox launches micro-cap fund

ALEX BURKE  |  MONDAY, 19 FEB 2018
... will hold between 20 and 40 Australian and New Zealand companies and aims to outperform the S&P/ASX Small Ordinaries Accumulation Index. The fund complements Lennox's existing flagship vehicle, the Lennox Australian Small Companies Fund, which has delivered ...

Intergenerational wealth transfer at tipping point: Adviser

KARREN VERGARA  |  WEDNESDAY, 14 FEB 2018
... beneficiaries, he added. "The era of professional advice providers working in a collaborative framework to address the wealth accumulation, protection and transfer requirements has arrived," he said.

Industry fund flags further fee cuts

KARREN VERGARA  |  TUESDAY, 13 FEB 2018
... potential via future mergers to push them even lower. In October last year, Equip cut the weekly administration fees for accumulation accounts from $1.50 to $1.25. Its asset-based administration fee has also been reduced from 0.2% per annum to 0.15% ...

BlackRock names head of financial institution

KARREN VERGARA  |  TUESDAY, 6 FEB 2018
... said: "Asia Pacific's fast-growing insurance industry operates in a low-yield environment, but benefits from wealth accumulation and renewed efforts to save for retirement. [Kim's] exceptional track record will therefore add significant impetus to our ...

Pension phase SMSFs prefer Aussie equities

JAMIE WILLIAMSON  |  FRIDAY, 2 FEB 2018
... superannuation fund members in the pension phase are demonstrating a stronger preference for domestic equities than their accumulation phase counterparts. Recent analysis from Class shows SMSFs in pension phase are, on average, allocating 33% of their ...

Acorns Australia restructures after $150m milestone

ALEX BURKE  |  WEDNESDAY, 31 JAN 2018
... potential to address one of the biggest dilemmas for the superannuation sector: achieving member engagement in the early accumulation phase. After that, Acorns signed a deal with REST members to give them a six month trial of the app without fees. Eligible ...