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Showing 681 - 690 of 1004 results for "Accumulation"

Planners race to plug gap in aged care advice

LAURA MILLAN  |  MONDAY, 6 MAY 2013
... chief executive Richard Howes said the dearth in aged care products was partly a result of the market's focus on accumulation prior to the GFC. AMP's ipac Financial Care division is also set to enter the game and on the months to come will launch a program ...

CommInsure improves coverage for RBF members

LAURA MILLAN  |  FRIDAY, 3 MAY 2013
... disability (TPD) and income protection products for members of RBF's defined contribution scheme, the RBF Tasmanian Accumulation Scheme. The product upgrade provides greater choice to members and will assist in ensuring adequate levels of insurance within ...

EBX launches online tool to purchase endowment bonds

LAURA MILLAN  |  THURSDAY, 2 MAY 2013
... Duchesne said. "Endowment bonds can easily be a portion of the retirement portfolio as the whole industry is now on an accumulation phase and there is a need for retirement-based products."

CFS fund celebrates 5-year anniversary with aplomb

MARK SMITH  |  WEDNESDAY, 10 APR 2013
... the market over the past five years, rising in value by 7.27% pa against a return of 3.64% pa from the S&P/ASX 100 Accumulation Index. Minbatiwala added that the fund does promise to meet arbitrarily decided yield targets and instead looks for companies ...

Low balance members hit with fees under super changes

ALICE URIBE  |  MONDAY, 8 APR 2013
... annuities above $100,000 per year will be taxed at the same concessional rate of 15% that applies to earnings in the accumulation phase. Andrew Yee, HLB Mann Judd director of wealth management told Financial Standard that the extra work for advisers ...

Government announces key super reforms

LAURA MILLAN  |  FRIDAY, 5 APR 2013
... annuities above $100,000 per year will be taxed at the same concessional rate of 15% that applies to earnings in the accumulation phase, Shorten said. Treasury estimates that only 0.4% of the projected 4.1 million retirees in 2014 -about 16,000 people- ...

CSC launches retirement income pension

MARK SMITH  |  FRIDAY, 5 APR 2013
... account-based retirement income product. To be known as the CSCri, the new product enables Public Sector Superannuation accumulation plan (PSSap) members a transition to retirement scheme or a standard retirement income stream. It is aimed at members ...

Super for all shapes and sizes: QSuper

LAURA MILLAN  |  MONDAY, 25 MAR 2013
QSuper is using individual member data to further segment its default accumulation members based on age groups to provide them with a more personalised super offering. QSuper CEO Rosemary Vilgan spoke at the Conference of Major Superannuation Funds ...

AMP awarded $800m equity mandate

MARK SMITH  |  THURSDAY, 21 MAR 2013
... strategy has returned 8.99% from inception to end of February 2013, compared to a return of 9.11% from the S&P/ASX 200 Accumulation index over the same period. AMP declined to comment on the mandate award.

Fund stalwarts draw $6bn in Aus equities mandates

MARK SMITH  |  TUESDAY, 12 MAR 2013
... track records of any Australian equity investor. His Concentrated Equity Fund outperformed the benchmark ASX 300 Accumulation Index by 4.5 percentage points a year over his 13 years at the helm and when he left to start Airlie Funds Management in 2012 ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA
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
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
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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