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Showing 471 - 480 of 1004 results for "Accumulation"

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 ...

OC partners for micro-cap fund

ALEX BURKE | FRIDAY, 24 MAR 2017

... Over the past five years, the original version of the fund has delivered 15.5% over the S&P/ASX Emerging Companies Accumulation Index per annum. "The Fund gives investors exposure to a diverse range of compelling and often under-researched companies ...

Lonsec upgrades Flinders fund

EMMA RAPAPORT | THURSDAY, 16 MAR 2017

... generate risk-adjusted returns in line with relevant objectives, which is to outperform the S&P/ASX Small Ordinaries Accumulation Index by 5% (gross) over rolling three year periods.

BT Panorama adds super and insurance

ALEX BURKE | MONDAY, 27 FEB 2017

... their superannuation and life insurance arrangements. Advisers using BT Panorama can now seamlessly move clients from accumulation to pension phase; track contributions against caps; schedule one-off and regular pension payments; manage beneficiary nominations ...

Advisers embrace new education regime

JAMIE WILLIAMSON | WEDNESDAY, 22 FEB 2017

... to provide - high quality advice and exemplary service to clients that address their personal protection, wealth accumulation and retirement aspirations," Mentor Education chairman and non-executive director Jim Taggart said. "The introduction of a recognised ...

The era of the retirement consultant

JAMIE WILLIAMSON | MONDAY, 9 JAN 2017

... focused solely on the implications of drawdown is growing as Australia's $2.1 trillion super system moves away from accumulation. "They [baby boomers] need growth but are highly sensitive to volatility. They need income but live in a low-inflationary ...

Defining DB for advisers

JAMIE WILLIAMSON | WEDNESDAY, 4 JAN 2017

... "The $1.6 million represents the figure in retirement phase, after which any excess needs to be moved back to the accumulation phase, where it will be subject to 15% tax on earnings, or removed from superannuation. In addition, and as a separate measure ...

Super clarity presents adviser opportunity

KERRIE SYDEE | FRIDAY, 9 DEC 2016

... million that can be transferred into a tax free pension account. After this cap has been met or if a client's combined accumulation account balances exceed it, they will not be able to make further non-concessional contributions. Rice Warner highlights ...

Small caps and corporate activity drive LIC performance

KERRIE SYDEE | WEDNESDAY, 7 DEC 2016

... (LIC) October update revealed a drop in returns for the 12 months to October, with weak returns from the S&P/ASX 200 Accumulation Index down 2.1% for the month and 3.2% for the three months 31 October. Despite the drop, the LIC index managed to record ...

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Global X awards mandate for ETF business

ELIZA BAVIN | 12:33PM

Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA | 11:56AM

Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI | 11:09AM

The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA | 12:20PM

MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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