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| | | ... EQIN aims to provide a dividend yield after fees and expenses and before taxes that exceeds 2% above the S&P/ASX 300 Accumulation Index on a rolling four-year basis. The fund invests in a combination of ASX-listed shares, hybrids, bought and sold options ... |
| | | | ... fund returned 4.7% since its inception in December last year for Australian equities, well below the S&P/ASX 300 Accumulation Index benchmark (8.9%). Global equities returned slightly better at 6.9% but also underperformed against its benchmark - the ... |
| | | | ... reaching superannuation preservation age in the next 10 years, and at least $750 billion in funds shifting from the accumulation phase to the retirement phase, superannuation trustees must do better." Members being pressured to switch superannuation ... |
| | | | ... focus from trustees on retirement outcomes for their members as there has been on high investment returns in the accumulation phase," Treasury said. Once these are finalised, APRA will take over the consultation on how to give effect to the collection ... |
| | | | ... the Conservative option will see investment fees and costs rise 0.06% from 0.68% to 0.74%, those in the Balanced (accumulation) option will see an increase of 0.01% to 0.82%. Those in the growth and High Growth options will see fees rise 0.06% and 0.04% ... |
| | | | ... cutting administration fees for most of its members. From September 1, the flat administration fee paid by First Super accumulation members each week is dropping from $1.87 to $1.65. The reduction equates to a saving of $10 per year. The asset-based ... |
| | | | ... greatest potential for long-term outperformance. "Over the past 12 months to 30 June 2025 the S&P/ASX All Ordinaries Accumulation Index outperformed the S&P/ASX Small Ordinaries Accumulation Index by 0.9%, largely due to the concentrated performance ... |
| | | | ... clients from August. Insignia Financial chief executive Scott Hartley said until now the super industry has treated the accumulation and decumulation phases entirely separately, and "we don't think that accurately reflects how most people view retirement." ... |
| | | | ... insurer for our Super Savings account holders," an ART spokesperson said. Super Savings accounts are available to accumulation, defined benefit and lifecycle investment strategy members. According to APRA's March 2025 statistics, there are 92,920 ... |
| | | | ... horizons of 10.3% p.a., 8.2% p.a. and 7.2% p.a. respectively. The super fund earned double-digit returns in eight accumulation and pension options for the 12 months to 30 June 2025. "This is a great result for members, given the volatility the markets ... |
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