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Showing 681 - 690 of 820 results for "Retail fund"

Sparks fly at APRA statistics forum

ALEX DUNNIN  |  THURSDAY, 3 JUL 2008
A forum convened by APRA to discuss their superannuation statistical surveys became one of the most heated seminars the industry has seen in years as the regulator reacted to heavy criticism that they are not properly reporting investment returns. Charles ...

Retail super weigh in on transparency debate

MICHAEL HOBBS  |  FRIDAY, 20 JUN 2008
Retail super fund providers are backing the introduction of a standardised super fund performance table, as proposed by the ISN, but on certain conditions. On Wednesday, Industry Super Network (ISN) executive manager, David Whiteley called for the Australian ...

Mums-and-dads want investing made simple

RUTH LIEW  |  TUESDAY, 17 JUN 2008
A comprehensive two-year study of retail and institutional investors in the US has found there is still a great divide between how mums-and-dads invest as opposed to their insto counterparts. The findings were from a University of Queensland Business ...

Bakers launch alt energy retail fund

MICHAEL HOBBS  |  TUESDAY, 10 JUN 2008
Alternative energy adviser and fund manager Bakers Investment Group (BIG) is launching its alternative energy retail fund, Bakers Alternative Energy Customised Portfolio. The fund will invest in roughly 75 to 100 Australian Securities Exchange (ASX) ...

AUSfund signs on more funds

RUTH LIEW  |  WEDNESDAY, 4 JUN 2008
The unclaimed super advertising campaign has successfully highlighted the issue of loss super among Australia after more than 60 superannuation funds nominated AUSfund as their preferred Eligible Rollover Fund (ERF). Australia has more than 6.2 million ...

Industry funds have mass appeal: Chant West

MICHAEL HOBBS  |  WEDNESDAY, 28 MAY 2008
Most Australians should be invested in industry or public sector super funds, said superannuation research firm Chant West. Ian Fryer, Chant West research manager said a lot of Australians did not seek financial advisers for information and industry ...

Buck stops with trustees

ALEX DUNNIN  |  FRIDAY, 23 MAY 2008
... and corporate law. The operational differences will need to be reviewed in "due course", he said when asked whether retail fund trustees can delegate the fiduciary relationship they have with fund members to financial advisers. Senator Sherry, speaking ...

Industry responds to APRA report

APRA's latest research on the governing practices of super funds revealed key differences between how retail fund trustees and industry fund trustees operate, but players from both sides of the fence argue their case. APRA's comprehensive report found ...

Cut PDS to less than 20 pages: study

MICHAEL HOBBS  |  FRIDAY, 9 MAY 2008
... while reducing the length of the PDS." The average industry fund PDS is around 50 to 60 pages long while the average retail fund could go up to 200 pages, but split into separate booklets. However, many super funds have worked towards producing shorter ...

Retail and not-for-profit trustees are different

ALEX DUNNIN  |  THURSDAY, 8 MAY 2008
A governance review of super funds by APRA has found that while decisions by not-for-profit funds are driven by their trustees, it's senior executives who initiate most of the key decisions in retail funds. "Retail trustees have fewer directors, shorter ...