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Showing 591 - 600 of 1004 results for "Accumulation"

FSI proposal to ban LRBAs "draconian"

LAURA MILLAN  |  THURSDAY, 12 FEB 2015
... retirement. "If implemented, this would be concerning because we think that advice is essential when you transition from accumulation to retirement phase," Anderson said. The FSI recommendation to lift advice professional standards was welcomed by Anderson ...

AMP Capital joins retirement education portal

MARK SMITH  |  WEDNESDAY, 11 FEB 2015
... provide views on issues related to retirement planning. "While much of the industry focus to date has been on the accumulation phase, there are many issues in the drawdown phase that are important to consider," de Pourbaix continued. "The industry panel ...

SMSF sector enters next phase

LAURA MILLAN  |  MONDAY, 9 FEB 2015
... conversation a few years ago." Speaking about the demographic change that will drive a growing number of trustees from accumulation to retirement, Mackay said that it should not influence the market immediately: "I don't advocate that there should be ...

90 West Global Natural Resources awarded two ratings

STAFF WRITER  |  WEDNESDAY, 4 FEB 2015
... nearly 21% of global share market capitalisation." The fund seeks to outperform the S&P Global Natural Resources Accumulation Index in AUD by at least 3% per annum over the full market cycle (three to five years). Since inception in July 2012, it has ...

Centuria partners with Mason Stevens to deliver credit bond

ALEX BURKE  |  THURSDAY, 29 JAN 2015
... of the future. This enables advisers to match the investors risk profile to appropriate product structure across accumulation and retirement phases." According to Centuria, the bond is best-suited for estate planning, funding aged care and/or providing ...

AMCIL suffers short-term performance dip

MARK SMITH  |  WEDNESDAY, 21 JAN 2015
... portfolio of 43 stocks as well as cash. Over the six month period the portfolio declined 2.1% whereas the S&P/ASX 200 Accumulation Index increased 2.5%. The one- year return of the portfolio to 31 December 2014 was 1.9% whereas the S&P/ASX 200 Accumulation ...

Solve super tax inequity, says Murray

JAMES FERNYHOUGH  |  THURSDAY, 11 DEC 2014
... white paper, which is due to be drawn up next year, should also consider aligning the tax treatment of super in the accumulation and drawdown phases to make the transition to retirement less complicated. On the subject of equity, the report stated that ...

Murray's FSI: consumers win round one

ALEX DUNNIN  |  SUNDAY, 7 DEC 2014
... resist at their reputational peril. Murray saying he wants to change the focus of superannuation away from wealth accumulation to retirement income is just as dramatic because not only will it undermine the way wealth management has swallowed superannuation ...

Financial System Inquiry recommendations wrap

STAFF WRITER  |  SUNDAY, 7 DEC 2014
... direct borrowing for limited recourse borrowing arrangements by superannuation funds. Improving efficiency during accumulation: Introduce a formal competitive process to allocate new default fund members to MySuper products, unless a review by 2020 concludes ...

FEATURE: A new world order in active management

MARK SMITH  |  FRIDAY, 21 NOV 2014
... three and five years. According to the index provider, three quarters of active funds underperformed the S&P/ASX 200 Accumulation Index over the five years to the end of June 2014, while two thirds fell short of the benchmark over one and three-year ...