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| | | ... 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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. |
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