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Showing 41 - 50 of 338 results for "Reliance"

Trustee valuation processes 'concerning': APRA review

JAMIE WILLIAMSON  |  TUESDAY, 17 DEC 2024
... inconsistent practices in the separation of operational staff from staff conducting valuation processes." There was also a high reliance on the investment manager's valuation policies and processes, especially for platform RSEs, when it came to externally ...

Trustees, advisers have 'insufficient focus' on performance

ELIZA BAVIN  |  WEDNESDAY, 4 DEC 2024
... were considering persistently underperforming investment options. Kirkland added that there was a tendency toward over-reliance on others. "Some trustees over-relied on the fact that members were advised. Some advisers over-relied on the advice licensees' ...

Australians satisfied with super performance: ASFA

JAMIE WILLIAMSON  |  WEDNESDAY, 20 NOV 2024
... super's purpose, about 70% of respondents view their super as a nest egg to fund retirement or as a means of preventing reliance on the Age Pension. Just 4% said they'd rather have access to those savings now for personal use; they were typically ...

Harvard endowment delivers 9.6% return, hits $53.2bn

ANDREW MCKEAN  |  FRIDAY, 18 OCT 2024
... Management Company (HMC). Narvekar said the endowment delivered "strong performance" but noted that, with the university's reliance on endowment distributions to fund a substantial portion of its operations, the endowment's orientation toward strong ...

Limiting negative gearing could add $2bn in annual revenue

ELIZA BAVIN  |  MONDAY, 30 SEP 2024
... should also be reduced to 25%. "Curbing these 'leakages' would broaden the income tax base and, over time, reduce our reliance on bracket creep to do the heavy lifting on budget repair," Grattan said. "Cutting back on poorly justified tax expenditures ...

Acadian, Yarra among most commonly used external managers by super funds

ANDREW MCKEAN  |  THURSDAY, 26 SEP 2024
... manager," it said. In a sector trending inexorably toward fewer, larger super funds with increased investment insourcing, reliance on external asset consultants may be expected to decline. Yet, this has failed to materialise. In fact, the "overwhelming ...

Pre-retirees expect less reliance on Age Pension: Investment Trends

KARREN VERGARA  |  TUESDAY, 17 SEP 2024
Most Australians anticipate they will fund only 12% of their retirement income with the Age Pension, but the reality is retirees currently need nearly double that amount, a new study from Investment Trends finds. A survey of more than 5600 participants ...

Financial services experiencing 'workforce transformation'

ELIZA BAVIN  |  MONDAY, 12 AUG 2024
... addition, the paper suggested that millennials need to work on the means through which they communicate - with many having a reliance on email over in-person conversations. "Communication skills are one of the biggest challenges for millennial leaders ...

Trend among young Aussies highlights need for affordable advice

ELIZA BAVIN  |  MONDAY, 29 JUL 2024
... getting help to make decisions on their super," ASFA chief executive Mary Delahunty said. "It's alarming to see the reliance on social media so prevalent for people under 35 but it also illustrates their desire for information." The research indicates ...

How advisers can reap additional $2.1bn in revenue

KARREN VERGARA  |  THURSDAY, 25 JUL 2024
... housing unaffordability" as the reality is house prices are steadily on the rise and out of reach for many families. "The reliance on asset growth as a primary investment strategy will be under pressure from future policy and markets - forcing people ...