The latest issue of Financial Standard now available as an e-newspaper

READ NOW

Search Results

Showing 571 - 580 of 1004 results for "Accumulation"

Super and pension work together

ALEX BURKE | MONDAY, 3 AUG 2015

... and a Government pension," the report said. Noting that the superannuation system wasn't designed to "fund tax-free accumulation of inheritance for the kids," the report added that the "$1 million lump sum" argument is both typically based on average ...

Tasplan and RBF to merge

DARREN SNYDER | THURSDAY, 30 JUL 2015

... support for a single superannuation fund responsible for the accounts of Tasplan, Quadrant and the RBF Tasmanian Accumulation Scheme. RBF had $4.9 billion in funds under management as of 30 June 2014, Tasplan had $2.5 billion in funds under management ...

Class partners actuarial certificate provider

MARK SMITH | MONDAY, 20 JUL 2015

... Lime Actuarial. Actuarial certificates are generally required for SMSFs that pay a pension income stream and have an accumulation interest. The certificate helps to determine what proportion of the fund's income is exempt from tax. The partnership means ...

New lifecycle and infrastructure options at Hostplus

DARREN SNYDER | WEDNESDAY, 8 JUL 2015

... investment option - ChoiceplusA - is now available to existing Hostplus pension members. It was previously open to accumulation members. The Choiceplus direct investment option provides many of the attributes of a self-managed super fund (SMSF), without ...

WaveStone to manage long-only mandate for Mercer

LAURA MILLAN | MONDAY, 6 JUL 2015

... 2007. The portfolio has delivered 9.1% annualised returns since inception to May 31, 2015, compared to the S&P/ASX300 Accumulation Index of 3.9% per annum over the same time period. "This win represents a new phase of growth for WaveStone Capital, as ...

Govt pulls Public Sector Super fee subsidy

Members of the Public Sector Superannuation accumulation plan (PSSap) will now have to pay superannuation fees after the government pulled funding for a subsidy. Some 83,000 members will have to pay the $6.50 per month admin fees previously paid by ...

VicSuper and Challenger launch integrated super retirement product

DARREN SNYDER | THURSDAY, 11 JUN 2015

... recently launched a comprehensive income product for retirement (CIPR) which attempts to help bridge the retirement and accumulation phases. The CIPR is an integration of two new guaranteed retirement products alongside VicSuper's existing allocated ...

FEATURE: Defending wealth

STAFF WRITER | TUESDAY, 9 JUN 2015

... about the years before the great debacle with nostalgia. They were easier days; investing was simpler. People in the accumulation phase would allocate 70% of their portfolio to growth assets and 30% to defensive assets. When hitting retirement, the proportions ...

Tax reform cannot be deferred any longer: AVCAL

DARREN SNYDER | TUESDAY, 2 JUN 2015

... stream in retirement. ASFA said this could be implemented by requiring that amounts above this ceiling remain in the accumulation phase and continue to attract the nominal earnings tax of 15% or be removed from the superannuation system. The superannuation ...

Van Eck launches small cap ETF

LAURA MILLAN | THURSDAY, 28 MAY 2015

... to reduce risk by focusing on only the most liquid stocks. The index has outperformed the S&P/ASX Small Ordinaries Accumulation Index over the last five years and with reduced volatility. "MVS gives investors an instant portfolio of dividend paying small ...

PAGE:

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.

Videos

Brought to you by

Global economic outlook and the case for local currency emerging market debt: Resilience, risk, and opportunity

A guaranteed future

Strength amid noise

Follow the leaders

The market has changed. The opportunity hasn't.

Maintaining a fundamental focus in a world obsessed with the short term

SMILE through retirement - tackling the top 5 (Sequencing, Market, Inflation, Longevity, Emotion) retirements risks

MORE VIDEOS

Products

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.

MORE INFO

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.

MORE INFO

Product Showcases

Putting the spotlight on investment products that matter.

MORE INFO

Expert Feed

Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

READ MORE

Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

READ MORE

Effie Dimitropoulos

Chief executive

AUDD

Digital assets and where they stand in 2026

So far in 2026 digital assets have captured the headlines largely for the wrong reasons, but that doesn't tell the full story.

READ MORE

Jessica Sclafani

Global retirement strategist

T. Rowe Price

Rethinking default design in a changing market environment

The evolution underway in the US DC system highlights the value of periodically reassessing default design assumptions.

READ MORE

Industry Events

MORE INDUSTRY EVENTS

JUL

Advisers Big Day Out - Hobart

Featured Profile

MORE PROFILES

Brian Redican

CHIEF ECONOMIST
NEW SOUTH WALES TREASURY CORPORATION

What makes an economist an economist? TCorp chief economist Brian Redican reflects on over three decades of navigating Australia's economic cycles. Riddhima Talwani writes.

READ MORE