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Showing 731 - 740 of 1004 results for "Accumulation"

Target setting works for super funds

ELISE BURGESS  |  TUESDAY, 24 JAN 2012
... default fund options from 1995-2010, the research showed that over a 15 year period DB funds have outperformed DC or accumulation plans in Australia by an average of 0.57% p.a. PIMCO said this annual gap equaled to a 9.1% greater return of the 15 year ...

Female SMSF trustees narrow gender gap

CLAIRE MCGREAL  |  MONDAY, 23 JAN 2012
... to SPAA, tax office figures also show SMSF females tend to be younger than male trustees, with most women in the accumulation phase. "One way of addressing the gender imbalance in retirement savings is to introduce opportunities for both compulsory and ...

UniSuper responds to criticism

ALEX DUNNIN  |  WEDNESDAY, 14 DEC 2011
... lowest fees and best insurance arrangements. It has out-performed the market in eight of the last 10 years and charges accumulation members a Total Expense Ratio of just 0.75%, noted the researcher. DB members pay no explicit fees, these being picked ...

Govt releases intra-fund advice rules

ELISE BURGESS  |  THURSDAY, 8 DEC 2011
... provision of advice about whether a member should switch super funds unless it elates to moving the member from an accumulation product into a retirement product offered by the same registrable superannuation entity. "Intra-fund advice will be subject ...

Actuarial certificate delivery speeds up

CLAIRE MCGREAL  |  MONDAY, 28 NOV 2011
... the year, fund assets aren't fully segregated to individual member accounts, and one or more members had a non-zero accumulation account balance at some stage during the year. "It is now easier than falling off a log and can take 2 to 3 seconds for an ...

Bennelong awarded 'recommended' rating by Lonsec.

CLAIRE MCGREAL  |  THURSDAY, 24 NOV 2011
... 'recommended' rating by Lonsec. Over the two-year period ending September 2011, the Fund outperformed the S&P/ASX 300 Accumulation Index by 2.6% per annum (after fees), "clearly outperforming the Lonsec peer group average (Excess Return -0.2% pa). More ...

European DC Pension market to hit A$3.7tr by 2015

ALEX DUNNIN  |  THURSDAY, 10 NOV 2011
... about product design and distribution. Central to the discussion of pension provision is plan design, both in the accumulation and decumulation stages. Fund managers have been working on improving the default fund for DC plans by introducing a multi-asset ...

Franklin Templeton launches Australian equity fund

RACHEL DAVIS  |  MONDAY, 7 NOV 2011
... Australian equities fund for both retail and institutional investors. The new fund aims to outperform the S&P/ASX 100 Accumulation Index over the medium to long term after fees and taxes. "This fund aims to provide long-term capital growth and income ...

Funds should target retirement income not returns

ALEX DUNNIN  |  THURSDAY, 27 OCT 2011
... super fund returns due the worldwide share slump continue to highlight how traditional super fund design is all about accumulation while neglecting the main objective of retirement income. "We've built an accumulation system, we haven't built a retirement ...

Lonsec hands Solaris top rating

MATT WOODINGTON  |  FRIDAY, 21 OCT 2011
... disappointing recent returns. The fund, which has a portfolio of 40-70 stocks, aims to outperform the S&P/ASX 200 Accumulation Index by 3% per annum over rolling three-year periods, while maintaining a tracking error of 2-4% pa. The fund has generated ...