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Showing 51 - 60 of 107 results for "Annual returns"

ATO pushes back SMSF returns deadline

KARREN VERGARA  |  MONDAY, 15 MAY 2017
The Australian Tax Office is extending its self-managed superannuation fund annual returns date for the 2015-16 reporting period to 30 June 2017. The superannuation reform, taking effect on July 1, is proving to be a "crucial transition" period for ...

Workplace default funds deliver strong returns

EMMA RAPAPORT  |  TUESDAY, 11 APR 2017
More than 75% of workplace default superannuation options achieved annual returns over 10% for the year ending February 2017, with 40% achieving annual returns over 12%, latest Rainmaker research shows. The researcher found that February marked the ...

Concentrated funds outperform diversified

KERRIE SYDEE  |  THURSDAY, 1 DEC 2016
... (net of fees) for the 12-months ending 30 September, this is despite international shares producing the lowest annual returns since 2011.

Magellan launches third ASX-quoted active fund

MARK SMITH  |  TUESDAY, 19 JUL 2016
... Magellan Infrastructure Fund was negative. In contrast, both global equities and the ASX have delivered negative annual returns more than a third of the time," Stack said. "We attribute this performance to Magellan's strict application of its proprietary ...

Super funds on track to post positive return this year

MARK SMITH  |  FRIDAY, 1 JUL 2016
... January and February. On a longer term basis the 2015/16 financial year compares less favourably to more recent annual returns, albeit positive. The 10-year average return, which includes the GFC, is forecast to be just over 5% and 6.9% over 20 years. ...

Unconstrained bond funds disappoint in 2015

MARK SMITH  |  WEDNESDAY, 24 FEB 2016
... significantly below the AusBond Bank Bill Index return of 2.33%. Most fixed interest sectors were down on 2014, with 2015 annual returns well below three-year averages, with the exception of the broad-based ETF category. Multi Asset Income struggled ...

Super fund returns fall again in September

MARK SMITH  |  WEDNESDAY, 4 NOV 2015
... the 12 month rolling performance sliding during the month from 6.5% to 6.0% by month's end. This drop in rolling annual returns was on the back of the 3.0% fall in Australian equity markets and the 2.7% fall in global share markets in the month of September. ...

Super returns fall sharply in August

MARK SMITH  |  WEDNESDAY, 7 OCT 2015
... 12 month rolling performance plummeting during the month from 10.7% to 6.5% by month's end. This drop in rolling annual returns was on the back of the 7.8% fall in Australian equity markets and the 3.1% fall in global share markets in the month of August. ...

NZ Super posts 14% returns for FY2014

LAURA MILLAN  |  WEDNESDAY, 16 SEP 2015
... executive Adrian Orr said. Despite the long term focus, the fund expects current market volatility to impact its annual returns: "It is normal to see considerable volatility in our monthly and indeed annual returns. We remain focused on our long-term ...

Australia's super pool now more than $2 trillion

DARREN SNYDER  |  THURSDAY, 21 MAY 2015
... Performance publication. Industry Super Australia was quick to point out that APRA's long term figures show average annual returns to industry super funds in the not-for-profit sector have been about 2% higher than average returns to bank-owned funds ...