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Showing 481 - 490 of 1002 results for "Accumulation"

Hedge fund goes retail with performance-only fee structure

ALEX BURKE  |  THURSDAY, 17 NOV 2016
... returned 11.67% per annum after fees since July 1, 2013. While it isn't benchmarked, it has outperformed the S&P ASX 200 Accumulation index with lower volatility. The fund's strategy focuses on takeover and corporate activity. Harvest Lane chief investment ...

Reversionary pension and CGT changes supported

DARREN SNYDER  |  WEDNESDAY, 16 NOV 2016
... superannuation funds are able to reset the cost base of assets reallocated or re-apportioned from the retirement phase to the accumulation phase up to 1 July 2017. "This [CGT] relief is available for funds in respect of the assets held for individuals ...

AZ NGA snaps up eighteenth firm

KERRIE SYDEE  |  FRIDAY, 4 NOV 2016
... partners. On-Track was founded in Perth in 1989 and offers a full suite of advisory services to clients including wealth accumulation, retirement planning, insurance and strategic financial planning advice. On-Track is responsible for about $170 million ...

QSuper pays $4.6 million bonus

DARREN SNYDER  |  MONDAY, 24 OCT 2016
QSuper has paid more than $4.6 million to about 3000 members in the first three months of its accumulation to retirement transfer bonus initiative. The $65 billion fund said one member received $35,000 from the transfer bonus and the average eligible ...

IML senior portfolio manager resigns

ALEX BURKE  |  FRIDAY, 21 OCT 2016
... quality stocks on the ASX and aims to deliver an income stream with lower volatility levels relative to the S&P/ASX 300 Accumulation Index. It targets a distribution yield above 2% over the S&P/ASX 300 on a rolling four-year basis. It was established ...

Finalists for SelectingSuper Awards announced

DARREN SNYDER  |  FRIDAY, 14 OCT 2016
... StatewideSuper BUSSQ MySuper Intrust Super - Core Super Kinetic Super CareSuper MySuper Lifestage Product of the Year QSuper Accumulation Account Suncorp Everyday Super for business ANZ Smart Choice Super - Employer First State Super - Employer Sponsored ...

Well-known stockbroker launches own SMAs

JAMIE WILLIAMSON  |  FRIDAY, 23 SEP 2016
... an average annual return of 11.2% over the last 3 years and 12.6% for the last year, outperforming the S&P/ASX 300 Accumulation Index returns of 6.4% and 9.3% respectively.

Rethinking risk through goals-based investing

ALEX BURKE  |  TUESDAY, 13 SEP 2016
... to substitute or supplement the Age Pension." "It's true to say that the system really was developed focusing on accumulation," she says. "And now it needs to be developed. Our defined contribution system has the advantage of being pre-funded, which ...

Capital not enough to prevent failures

KERRIE SYDEE  |  WEDNESDAY, 31 AUG 2016
... failures in the banking industry. Speaking at the Actuaries Institute Banking Conference Byres noted that while a steady accumulation of capital was sensible for Australian authorised deposit taking institutions (ADIs), it is important to remember that ...

NAB dispels housing bubble "toil and trouble"

ALEX BURKE  |  WEDNESDAY, 31 AUG 2016
... was backed by debt. "Asset value is ultimately in the eye of the beholder, but the danger really comes with debt accumulation from poor lending practices," he said. Having said this, he did note that Australia has some of the highest household debt in ...