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| | | ... posted returns ranging from 9.2% to 12.3% last financial year. Since its inception in March 2020, GoalTracker has delivered average annual returns of 8.3%-11.3%. Russell Investments head of Australia and New Zealand Tim Furlan said the strong returns ... |
| | | | ... each economy, the latest level of the indicator-such as retail spending or economic growth-is compared with the decade average. South Australia was the most consistent performer, taking out the top spot on three of the report's eight key economic indicators ... |
| | | | ... US$407 to US$232 today. Using it as an example, Pearce said the price-to-earnings ratio is roughly in line with the market average. "So here we have a situation with a portfolio with much better growth prospects than the broader market, trading on similar ... |
| | | | ... are reporting higher profit margins, a new Investment Trends analysis shows. Advisers went from servicing 120 clients on average in 2023 to 99 in 2024, a drop of 17.5%, according to the 2024 Adviser Business Model Report. While recent fee increases led ... |
| | | | The average adviser today is managing more clients than a year ago, resulting in a ratio of around 20 self-managed super fund (SMSF) clients per SMSF specialists, Investment Trends head of research Irene Guiamatsia told the SMSF Association Technical ... |
| | | | ... expanding the number of tax optimised options from 21 to 27, and adding its first fixed interest option. "These funds have an average effective tax range of 10-15% for investors regardless of their marginal tax rate. This creates a significant tax arbitrage ... |
| | | | Average household income has been lifted through a poised rise in the rent and investment segments, as Aussies remain uptight on the front of cost-of-living, Commonwealth Bank data shows. Overall income growth is sitting at around 5%, with rent and ... |
| | | | ... currently contributing to workplace pension schemes. By rolling out changes included in the bill, the UK government said the average worker saving into a workplace scheme on a defined contribution basis would retire with more than $21,000 (£11,000) ... |
| | | | ... also jumped, the survey found, growing 152,000 during the period. Global stocks now comprise 8% of investor portfolios on average. According to Selfwealth data, GameStop was the most-traded stock in May, followed by Faraday Future Intelligent Electric ... |
| | | | ... Balanced Growth option builds on the impressive long-term returns delivered to our members, with this option returning an average of 8.19% p.a. over the past 15 years." The super fund said that since November 2023, buoyant equity markets, driven by expectations ... |
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