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Showing 761 - 770 of 9403 results for "Level"

ASIC files lawsuit against unlicensed director, companies

JAMIE WILLIAMSON  |  FRIDAY, 16 FEB 2024
... entity. Exalt Global Funds Limited was found to have made misleading statements in product disclosure statements about the level of risk associated with the Paladin Monetizer Fund; didn't keep proper financial records for the fund; and failed to lodge ...

Superannuation fund returns underperformed SMSFs: Research

ANDREW MCKEAN  |  WEDNESDAY, 14 FEB 2024
Investment returns for APRA-regulated superannuation funds lagged self-managed super funds (SMSFs) by 4.1% in the 2021-22 financial year, according to the University of Adelaide. During this period, while the S&P/ASX 200 index declined by more than ...

Conference to address major SMSF issues

KARREN VERGARA  |  TUESDAY, 13 FEB 2024
... Heffron said. Joining Heffron on the panel, Holding up the mirror - what the SMSF sector does well and where it needs to level up, are SMSF Association chief executive Peter Burgess, Class chief executive Tim Steele, KPMG partner Linda Elkins, and Brighter ...

SMC finds $38k nest egg boost for working mums

KARREN VERGARA  |  MONDAY, 12 FEB 2024
... super of more than 1.2 million Australians, of which 60% are women. "Since tax concessions should act to allow a higher level of savings than would otherwise be the case, this implies the existing structure of tax concessions magnifies gender differences ...

Cbus appoints head of stewardship

ANDREW MCKEAN  |  WEDNESDAY, 7 FEB 2024
... management giant, Monnier also occupied the position of director of investment stewardship in the UK, leading board ESG level engagement and proxy voting across multiple European markets and served as a director of operational risk. BlackRock informed ...

Cash rate unchanged at 4.35%

KARREN VERGARA  |  WEDNESDAY, 7 FEB 2024
... the outlook for markets. Long-term yields - a strong predictor for expected returns over the long-term - are now back at a level last seen before the GFC in 2008. This has raised our expected returns for global bonds to 4.5% to 5.5% annualised over the ...

Online investor participation declines

ANDREW MCKEAN  |  TUESDAY, 6 FEB 2024
... target. Moreover, the median time for making investment decisions is one week, irrespective of self-assessed proficiency level. "This insight underscores the pivotal role of education in fostering online investing participation," Guiamatsia said. Brokers ...

iExtend finds interim arrangement to operate

KARREN VERGARA  |  TUESDAY, 6 FEB 2024
... the premiums of the co-owned cover. Policyholders are able to maintain their cover and receive benefits albeit at a lower level but will no longer have to pay the premiums. ASIC was concerned iExtend was offering to pay life insurance premiums for individuals ...

SMSFA prepares delegates for major super tax reform

KARREN VERGARA  |  MONDAY, 5 FEB 2024
... year's theme urging the super and financial advice sectors to seize professional opportunities and find new ways to "Level Up". The wealth management sector is gearing up for the Better Targeted Superannuation Concessions reform that will boost the ...

US investor tips $200m into Wingate

CHLOE WALKER  |  FRIDAY, 2 FEB 2024
... also provide an ongoing investment opportunity. "The stock of existing hotels in the nation's CBDs is largely dated and the level of amenity in them is limited and poor, yet the returns hoteliers are currently making is extraordinary," he said.