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Showing 631 - 640 of 1004 results for "Accumulation"

Super on track for double-digit year

ALEX DUNNIN  |  MONDAY, 5 MAY 2014
... introduced by the MySuper transition. Underpinning the super fund performance results are that the rolling 12 month ASX accumulation index was 13.0% although this is up from 10% at end February, while the 35% rolling 12 month return from international ...

David Murray gives first insight into FSI

LAURA MILLAN  |  FRIDAY, 2 MAY 2014
... acknowledged that many submissions stressed that "our superannuation settings focus on maximising wealth creation during the accumulation phase, rather than the delivery of income at the time of retirement." "There is a paucity of attractive financial ...

Defence Bank unveils pension product

STAFF WRITER  |  WEDNESDAY, 30 APR 2014
The Defence Bank has launched a new product designed for members in either the accumulation or the retirement stage of life. Defence Bank Super is a "Tier 1" product, meaning members can get information about it from one of the Defence Bank's retail ...

WaveStone launches local long-only equity fund

STAFF WRITER  |  TUESDAY, 15 APR 2014
... growth-styled portfolios. The WaveStone Wholesale Australian Share Fund targets outperformance of the S&P/ ASX 300 Accumulation Index over rolling three-year periods. Principals Ian Harding, Graeme Burke and Catherine Allfrey established the Australian ...

Plato partners Milliman to offer retiree income solution

MARK SMITH  |  FRIDAY, 4 APR 2014
... issues that impact retirees and how they should invest are substantially different from those investors focused on the accumulation of wealth. Our focus on after tax investment approaches was the first step in acknowledging these issues." Plato founder ...

Super returns up slightly to 12.8pct

ALEX DUNNIN  |  FRIDAY, 4 APR 2014
... albeit this is still sharply down from December's 16.1%. Underpinning the results are that the rolling 12 month ASX accumulation index is continuing to dampen as the rolling 12 month return was 10% at end February down from 11% at end January and 20% ...

Wealth management sector key to Australian growth: Deloitte

MARK SMITH  |  THURSDAY, 27 MAR 2014
... investors.A He said: "Combined with strong regulation and a relatively stable policy framework focused on wealth accumulation, you can see why Australia has a shot at being a global competitor in the business of managing people's money and becoming a ...

FoFA uncertainty presents good buying opportunity

JAMES FERNYHOUGH  |  THURSDAY, 27 MAR 2014
... population with increasing superannuation balances. "There will need to be more advice to people, not just in that accumulation phase, but also in the retirement phase - probably even more crucially in the retirement phase," he told Financial Standard.A ...

FEATURE: Insuring against longevity risk

JAMES FERNYHOUGH  |  FRIDAY, 14 MAR 2014
While Australia is well on the way to cracking the accumulation phase of superannuation, the problem of how to make those funds last is yet to be solved. James Fernyhough takes a look at one potential solution: longevity insurance. There is no doubt ...

LGS to white label MetLife's latest offering

JAMES FERNYHOUGH  |  WEDNESDAY, 5 MAR 2014
... a white label version of MetLife's new suite of retirement products, MetLife Max. The new offering, which offers accumulation, transition to retirement (TTR) and lifetime annuity products, was unveiled yesterday. LGS chief executive Peter Lambert said ...