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Showing 431 - 440 of 1002 results for "Accumulation"

Transfer balance cap reforms could hurt grieving SMSFs

JAMIE WILLIAMSON  |  MONDAY, 30 OCT 2017
... assumed that anything above the $1.6 million TBC of the surviving spouse can automatically be placed back into an accumulation fund and subject to the usual taxes imposed on superannuation. "This is wrong. The rules for death benefits have changed in ...

SelectingSuper finalists announced

ALEX BURKE  |  FRIDAY, 20 OCT 2017
... Life UniSuper MySuper Lifestage Product of the Year AMP SignatureSuper First State Super - Employer Sponsored LGS Accumulation Scheme LGIAsuper Accumulation QSuper Accumulation Account Sunsuper for Life Telstra Super Corporate Plus MySuper Product of ...

Super consultant appoints new head

JAMIE WILLIAMSON  |  WEDNESDAY, 4 OCT 2017
... mergers. "As the superannuation industry continues to deal with ongoing regulatory change as well as the shift from accumulation to pension phase by many of their members, we are well-positioned to help manage these challenges and ensure institutions ...

Cromwell divests IOF, reopens fund

KARREN VERGARA  |  WEDNESDAY, 4 OCT 2017
... generated a return of 9.1% per annum (net fees and costs) since inception in 2008 against the S&P/ASX 300 A-REIT Accumulation Index benchmark of 3.4% per annum over the same period. Lonsec and Zenith have rated the fund as 'highly recommended.' Cromwell's ...

Merger leads to fee cuts at Equip Super

ALEX BURKE  |  TUESDAY, 3 OCT 2017
... Superannuation Fund, Equip continued, has provided sufficient scale to cut the fund's weekly administration fee 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% per annum. ...

Ethical investing fruitful for income investors

JAMIE WILLIAMSON  |  TUESDAY, 19 SEP 2017
... sustainable returns over the long-term. "Most ESG research to date has focused on growth assets/strategies in the accumulation phase. We focus instead on the role of ESG investing in the retirement phase where income generation is key. We find that dual ...

Technical Services Forum tackles super challenges

ALEX BURKE  |  FRIDAY, 15 SEP 2017
... are in retirement phase. This excludes the potential, for example, to roll back death benefits from a spouse into accumulation. Commenting on reversionary transition to retirement changes, she noted there was still some uncertainty around how to approach ...

Super funds and weapons of mass destruction

ALEX BURKE  |  FRIDAY, 8 SEP 2017
... interest rate environment is pushing super funds to increase their derivatives exposure, especially in late-stage accumulation products which are more heavily exposed to sequencing risk. "While a lot of people associate derivatives with hedging strategies ...

Tracing super back to 1517

ALEX BURKE  |  THURSDAY, 7 SEP 2017
... the inability of Tsarist Russia to anticipate the October Revolution, ultimately suggesting that "the age of all-accumulation in investment is over, and that if you don't redesign your approach to accomodate this, someone else will." "In this industry ...

AZ NGA continues acquisition spree

ALEX BURKE  |  FRIDAY, 25 AUG 2017
... corporations on workplace superannuation arrangements as well as high-net-worth individuals. The firm offers wealth accumulation, retirement planning, insurance and strategic advice. As per AZ NGA's usual acquisition arrangement, the purchase includes ...