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Showing 41 - 50 of 5546 results for %22Income Fund%22

Advised investors spurring SMSF rebound

ELIZA BAVIN  |  MONDAY, 18 MAR 2024
... superannuation funds. Overall trading volumes among SMSFs were subdued over the year as investors opted for quality and income generating assets, likely to counter market volatility. This was particularly evident in self-directed SMSFs, though trading ...

UK manager recruits Australia head

ELIZABETH FRY  |  FRIDAY, 15 MAR 2024
... approaches to asset management and portfolio construction," he said. "I look forward to sharing our modern approach to fixed income with the Australian institutional client base and building on BlueCove's existing business and relationships in the ...

Australian Retirement Trust announces new investment strategy and options

ELIZA BAVIN  |  FRIDAY, 15 MAR 2024
... meet your personal investment needs and preferences," ART said. "The Balanced Risk-Adjusted option is the option that our Income account holders will be automatically invested in if they open an account from 1 July 2024 and don't make an investment ...

Advisers flock to managed accounts, but are very selective

ELIZA BAVIN  |  FRIDAY, 15 MAR 2024
... plan to keep the investment for an average of 7.8 years. "Forty-three per cent of current managed account users have used income-focused strategies in the past 12 months and 42% of current managed account users have used risked based strategies in the ...

FAAA calls on ATO to provide clarity over advice fees

ELIZA BAVIN  |  THURSDAY, 14 MAR 2024
... last year, outlined that upfront fees are deductible to the extent they relate to tax advice under section 25-5 of the Income Tax Assessment Act 2007 (ITAA). However, the FAAA and the accounting bodies are aligned in pushing for further clarification ...

HESTA names head of investment execution

KARREN VERGARA  |  WEDNESDAY, 13 MAR 2024
... markets, as reported by Industry Moves. Lin previously worked at U Ethical for two years as a portfolio manager of fixed income and cash before joining the super fund in January.

Taskforce suggests aged care funding be based on personal wealth

JAMIE WILLIAMSON  |  TUESDAY, 12 MAR 2024
... saving for retirement. "The government's proposed objective for superannuation is: 'to preserve savings to deliver income for a dignified retirement, alongside government support, in an equitable and sustainable way'. Income from superannuation ...

Blossom launches new fixed income product

ANDREW MCKEAN  |  TUESDAY, 12 MAR 2024
Blossom, an Australian fixed income app, has launched Blossom Plus, a managed fund that offers access to bond investments with a target return of 7%. The new product is designed for investors who want to maximise the value of the savings made on their ...

Pendal shutters costly equity fund

KARREN VERGARA  |  MONDAY, 11 MAR 2024
... Morningstar, and is designed for experienced investors who want the potential for long-term capital growth and tax effective income, diversification across Australian companies and industries. The fund primarily invests in a geared portfolio of Australian ...

Simple strategies to overcome gender super gap

KARREN VERGARA  |  THURSDAY, 7 MAR 2024
... young," she said. Splitting contributions into superannuation is also an underutilised strategy. For those on the lower-income bracket, White said the government will match contributions to superannuation for up to $500 for those earning under $58,000 ...