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Showing 761 - 770 of 1004 results for "Accumulation"

Telstra Super majority returns above 10%

ELISE BURGESS  |  WEDNESDAY, 6 JUL 2011
... second consecutive year with promising results, according to the large corporate super fund, which said 87% of its accumulation-division members have benefited from the results. Telstra Super accumulation investment returns to June 30 included Australian ...

BT Wrap launches new tax and trading tools

LOREN RUGEBREGT  |  TUESDAY, 5 JUL 2011
... important." BT Wrap will now offer "Minimum Gain" (Min Gain) as the new default sale allocation method for investment and accumulation accounts, meaning the parcel that will be sold first is the one that results in the lowest estimated taxable gain. ...

Trust Company benefiting from global flows

MATT WOODINGTON  |  WEDNESDAY, 22 JUN 2011
... CapitaMalls Trust," said Corlett. On the personal client services side of the business, the focus is on the post accumulation retiree market and increasing engagement with continuing estates. Corlett said that the Guardian Trust is ahead of the Trust ...

Advisers turn from managed funds to ETFs: BetaShares

ALISON BEVEGE  |  WEDNESDAY, 22 JUN 2011
... of the product's use. He pointed to the cost of fees on a theoretical $100,000 invested in the S&P/ASX Resources Accumulation Index for 10 years. A low-cost ETF at a 0.39 per cent management fee cost $21,960 over the life of the investment but a 2 per ...

Equipsuper builds intra-fund advice

ELISE BURGESS  |  TUESDAY, 14 JUN 2011
... allows members to authorise that any fees associated with the provision of superannuation advice are paid from their accumulation account," said John Farrington, manager superannuation services, Equipsuper. The fund's Member Adviser service is housed ...

Sunsuper awards $700m mandate

MATT WOODINGTON  |  FRIDAY, 3 JUN 2011
... mandates. "We change things around from time to time and had some Australian equities to invest in. This stems from an accumulation of cash flow and some rejigging of the portfolio," said Hartley. As of March 31 2011, the $18 billion super fund had $4.8 ...

Vision Super remains hopeful on Equip merger

MATT WOODINGTON  |  WEDNESDAY, 1 JUN 2011
... $4.7 billion of Vision Super's total assets," said Brooks. "They are not the bulk of our assets. Membership of the accumulation component of the Fund is growing, while membership of the Defined Benefit Plan continues to decline." Last week, Equipsuper's ...

Super problems to short-change retirees

ALISON BEVEGE  |  FRIDAY, 13 MAY 2011
... Review said there were underlying systemic and policy problems in the system which encouraged people to think in accumulation terms not pension terms. He said a key worry was inflation. With the US printing money and commodity prices hitting record highs ...

Advisers not ready for super changes

ALISON BEVEGE  |  FRIDAY, 13 MAY 2011
... changing from one of accumulations to one of pensions. In his keynote speech, Cooper said advisers were still focused on accumulation, but that focus was likely to shift quite quickly. This year the first baby boomers hit age 65 and retired. Citing Rainmaker ...

Legg Mason funds plug retiree gap

ELISE BURGESS  |  TUESDAY, 10 MAY 2011
... Mason targets retirees with its real income and Australian equities income trust funds, changing from the 'usual' accumulation versus de-accumulation design to better accommodate advisers and their clients. Legg Mason said in their white paper research ...