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| | | Industry Super Network (ISN) has released a report claiming there is persistence in super fund returns, but the analysis focusing on APRA's 'whole of fund' metrics limits the usefulness of the report's findings. Nonetheless, the report indirectly supports ... |
| | | | ... considered preserving wealth the most important component in investment management, with only 22% identifying maximising returns as highly important. In terms of final investment decisions, the survey found 44% are made by the family office principals ... |
| | | | ... the accountant and the planner, who can both use the software. Supercorp believed that advisers could make meaningful returns from a base of 50 SMSFs, he said - for which they charge administration fees. "We have advisers with profitable SMSF businesses ... |
| | | | ... properties that meet specific criteria such as net cost to the SMSF per week, after tax income, cash flows, internal rates of returns, and gross yields, he explained. Beard said this approach enables SMSF investors to search for properties that they ... |
| | | | ... But low growth expectations make it unlikely investors will be attracted to equity markets, in-turn pointing to a poor returns outlook for super funds because their returns are 96% correlated with the share market, according to Rainmaker analysis. These ... |
| | | | ... Fund-of-hedge-fund strategies continue to modify their holdings in order to provide more liquidity and potentially more alternative returns, according to a S&P Fund Service's sector report. The review - which covered six managers offering 10 rated capabilities ... |
| | | | The SelectingSuper workplace default option index was almost flat during May 2012 posting 12 month returns of -0.4%. This is a considerable fall from April when rolling returns were close to 2%, thanks to a disastrous month on the Australian share market. ... |
| | | | ... an Australian equities after-tax benchmarking survey designed to help superannuation funds measure and rank after-tax returns. The survey aims to provide an independent benchmark to measure and compare investment outcomes both on a pre-tax and after-tax ... |
| | | | ... retire, government debt becomes an attractive prospect, and people are actually prepared to forgo a certain amount of returns to get guaranteed cash flow." The annuity product is a direct initiative from NSW Treasurer Mike Baird's office, and proceeds ... |
| | | | ... realised losses can be used to offset future capital gains tax. Bowtell said that AGEST is also mandating managers to report returns after tax. "We have this year measured our Australian equities managers on an after-tax basis. "And we have changed all ... |
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