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Showing 521 - 530 of 1159 results for "Trusts"

Super fund returns fall to 10.8%

ALEX DUNNIN  |  MONDAY, 6 MAY 2013
... slightly exceeding inflation. Not-for-profit funds achieved 12 month returns of 11.1% and retail funds (ie corporate master trusts) achieved 10.1%. The segment gap is thus 1.0 percentage points, about half it's long term average level. The top five Workplace ...

NFP directors not engaged in fundraising

MARK SMITH  |  FRIDAY, 3 MAY 2013
... leadership in Australian nonprofits, is the fifth in a series funded by the Perpetual Foundation and the Gluyas and Corbould Trusts to help NFPs further develop their knowledge about the Australian community and giving. Thomas said the study had identified ...

Planners must boost SMSF specialisation: SPAA

ALICE URIBE  |  THURSDAY, 11 APR 2013
... Learning Partnerships managing director said that it was urgent for advisers to look at linking SMSFs to structures such as trusts and family trusts, as well as estate planning. "The missing gap is structures and the impact of structures and the capacity ...

Platforms press on in advice battleground

ALICE URIBE  |  TUESDAY, 9 APR 2013
... that total adviser FUA is $504 billion, compared to $313 billion in total retail platforms (not including corporate master trusts). "Given the way platforms operate and interact with advisers, almost every adviser would have some money placed through ...

AMP expands Chicago credit research team

ALICE URIBE  |  FRIDAY, 5 APR 2013
... research) and sits in a three person team overseeing $3 billion on behalf of clients in global real estate investments trusts (REITS) and global fixed income portfolios. He will cover transportation, utilities and pipeline sectors across 50 global companies. ...

BOJ brings out big bazooka

BENJAMIN ONG  |  FRIDAY, 5 APR 2013
... maturity of JGB purchases." You want more? There's more. "...the Bank will purchase ETFs and Japan real estate investment trusts (J-REITs) so that their amounts outstanding will increase at an annual pace of 1 trillion yen and 30 billion yen respectively". ...

Super funds at a 34-month high

STAFF WRITER  |  WEDNESDAY, 3 APR 2013
... the SelectingSuper survey not-for-profit funds achieved 12 month returns of 12.8% and retail funds (ie corporate master trusts) achieved 12.4%. The 0.4 percentage point segment gap is less than a quarter its normal level though over 10 years the gap ...

APRA to require funds to lodge 35 data forms

ALEX DUNNIN  |  THURSDAY, 28 MAR 2013
... regarding their MySuper products. New reporting levels will cover the RSE license, the RSE, defined benefits, pooled super trusts, eligible rollover funds, small APRA funds, sub funds, MySuper products and investment options for these MySuper products ...

Funds delivering 12.5% for past 12 months

ALEX DUNNIN  |  FRIDAY, 1 MAR 2013
... only on par with inflation. Not-for-profit funds achieved 12 month returns of 12.7% and retail funds (ie corporate master trusts) achieved 12 month returns of 12.4%. The segment gap is thus 0.3 percentage points, less than a quarter its normal level ...

CFSGAM inflation plus fund targets post-retirement market

MARK SMITH  |  WEDNESDAY, 20 FEB 2013
... equities and bonds, credit, emerging market debt, total return swaps, ETFs, volatility derivatives and CFSGAM investment trusts and will hold more, less or none at all at different parts of the cycle. "If we think we're entering a different inflation ...