Search Results | Showing 691 - 700 of 4006 results for "Accounts" |
| | | ... life insurance. One in three women believe they don't have enough life insurance. "There are 23.2 million superannuation accounts, which also have a 60/40 male/female split, meaning there is a gender gap in access to insurance inside superannuation - ... |
| | | | ... lump sums are shut out from investing in Islamic compliant portfolios. And because putting money in interest generating accounts is forbidden for Muslims, they have limited options apart from just letting money sit there and be eroded by inflation," ... |
| | | | ... account balances in the accumulation phase. This policy is forecast to affect 80,000 people or 0.5% of superannuation accounts. |
| | | | ... rules. The industry body also raised concerns about possible unintended consequences, including issues with multiple accounts and unfunded superannuation, distortions in the market, impact on divorce settlements, and the tax treatment of capital gains ... |
| | | | ... double the concessional tax rate for superannuation balances over $3 million, affecting 80,000 people or 0.5% of super accounts. Commencing 2025/26, superannuation earnings in the accumulation phase that exceed $3 million will face an increased concessional ... |
| | | | ... provision of financial education, goal setting and strategic retirement planning, as well as taking up the use of managed accounts. "Over the last 20-30 years, investors have become used to consistent returns in the vicinity of 8-10% per annum from equities. ... |
| | | | ... their focus on the investment menu," said Investment Trends director Paul McGivern. The market researcher said managed accounts continue to appeal to financial advisers and platforms have significantly expanded the number of models and managers they ... |
| | | | ... up 6% to $42.7 billion. Its FUA is made up of $20.9 billion on its platform (up 7%), $9 billion in separately managed accounts (up 11%), $12 billion on Powerwrap (up 11%), and $21.8 billion in non-custodial holdings (up 4%). Despite the growth, it recorded ... |
| | | | ... years in jail for fraud offences. He pled guilty to dishonestly obtaining over $35,000 from his clients' superannuation accounts. Meanwhile, Sweeney was the sole director of Swinsure before being convicted of fraud last November. |
| | | | ... advice (FUA) grew by $287 million or 7% to $4.2 billion. It said direct funds under management via individually managed accounts (IMAs), separately managed accounts (SMAs) and managed funds added $98 million or 8% to $1.3 billion since 30 June 2022. ... |
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