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Showing 461 - 470 of 1002 results for "Accumulation"

Tax relief for merging super funds extended

EMMA RAPAPORT  |  TUESDAY, 9 MAY 2017
... regulated super funds hold less than $1 billion in superannuation savings. Superannuation funds Quadrant, RBF Tasmanian Accumulation Scheme, and Tasplan successfully merged last year.

IFM wins $670m super mandate

ALEX BURKE  |  WEDNESDAY, 3 MAY 2017
... Tasplan's mandate followed a review of its exposure to Australian equites ahead of its merger with the RBF Tasmanian Accumulation Scheme. The fund finalised its merger last month, bringing total Tasplan members to more than 150,000 and it funds under ...

Ausbil MicroCap suspends applications and redemptions

JAMIE WILLIAMSON  |  WEDNESDAY, 3 MAY 2017
... investors," the spokesperson said. Rainmaker data shows the MicroCap Fund has beaten the S&P ASX Small Ordinaries Accumulation Index by almost 850%, outperforming in 80% of months since its February 2010 inception with Waters and Prunty at the helm. ...

Victorian DB liabilities hit $44bn

ALEX DUNNIN  |  WEDNESDAY, 3 MAY 2017
... transition, albeit a slow transition compared to other Australian states or territories, to defined contribution accumulation superannuation plans which now consume 71% of Victorian state government annual superannuation net cash flows. Victoria's gently ...

Millennials' financial heartache drives P2P lending

EMMA RAPAPORT  |  THURSDAY, 27 APR 2017
... investors certainly don't have it easy," RateSetter chief executive Daniel Foggo said. "They are starting their wealth accumulation at a time of low interest rates, economic volatility and very high property prices. They need to be smart with their money ...

Workplace default funds deliver strong returns

EMMA RAPAPORT  |  TUESDAY, 11 APR 2017
... LifeSafe (1970-1974) achieved a return of 19%, followed by RBF Investment Account - MyPath 1970-1974 (16.5%), and LGS Accumulation Scheme - High Growth (15.5%). According to Rainmaker, these returns were underpinned by strong monthly returns in equities ...

Super reforms will drive advice demand

KARREN VERGARA  |  TUESDAY, 4 APR 2017
... amendments which will take effect on 1 July: The removal of fund-capped contribution limits; The establishment of a new accumulation interest for retail super funds when paying a super lump sum as a result of a commutation authority issued under the ...

Need for SMSF specialists growing

JAMIE WILLIAMSON  |  TUESDAY, 4 APR 2017
... advised and 59% of unadvised SMSFs wanting more support in managing their retirement savings. About 42% of those in the accumulation phase currently operate without a plan for retirement - 41% of which are advised. The research shows a new wave of investors ...

Paragon hires distribution head from Challenger

ALEX BURKE  |  WEDNESDAY, 29 MAR 2017
... has returned 66.7% net of fees since inception in March 2013, compared to the 33.5% returned by the All Ordinaries Accumulation Index.

Hedge fund star joins Merchant Group line-up

ALEX BURKE  |  TUESDAY, 28 MAR 2017
... joint management role for the group's Merchant Opportunities Fund, which aims to outperform the SX All Ordinaries Accumulation Index net of fees over rolling five-year periods by investing in both listed and soon-to-be-listed companies. Based in Western ...