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Showing 781 - 790 of 1004 results for "Accumulation"

FPA unveils Value of Advice winners

MEDIA RELEASE  |  FRIDAY, 26 NOV 2010
... Advice award winners. Jones, Badenach and Priestley were announced as winners of the awards respectively for wealth accumulation and protection, pre-retirement planning and post-retirement planning and management. Jones is an adviser with Beacon Wealth ...

Direct property makes a comeback

JOHN MCDULING  |  THURSDAY, 18 NOV 2010
... delivered higher returns. For example, the Financial Standard WS Direct Property Index has outperformed the ASX200 Accumulation Index and the ASX200 A-REIT Index in 2, 5 and 10 year periods to June 30th, Rainmaker figures show. Over a 10-year period ...

ISN renews push for 12pc SG

JOHN MCDULING  |  THURSDAY, 18 NOV 2010
... for short-term consumption or paying off debt. It also found that at most retirees devote only 40 per cent of their accumulation to income stream (allocated pension) products - in contrast to Treasury who this year provided modelling to the Government ...

MLC and HIP partner in insurance

ELISE BURGESS  |  MONDAY, 8 NOV 2010
... cover for such a low cost is an extremely important component of achieving financial security during our members' accumulation phase," said Anthony Wallace, HIP chairman. "We believe all super fund members need insurance for the long term, so MLC's aim ...

Maritime restructures asset classes, doubles insurance

RUTH LIEW  |  FRIDAY, 5 NOV 2010
... of Maritime Super said there were no mandate changes following the asset class restructure. Meanwhile, the fund's accumulation plus and accumulation basic members have enjoyed a boost to their insurance cover. Maritime Super doubled the death insurance ...

SelectingSuper celebrates top 2010 funds

RUTH LIEW  |  FRIDAY, 5 NOV 2010
... Workplace Super Product of the Year - Value Choice Telstra Superannuation Scheme CareSuper Equipsuper Corporate PSS accumulation plan UniSuper Workplace Super Product of the Year - Deluxe Choice REST Industry Superannuation AustralianSuper HESTA Super ...

OneVue on global path with managed accounts

ELISE BURGESS  |  THURSDAY, 14 OCT 2010
... a consolidated view of total assets, which is important as people move into estate planning. It's not just about accumulation but about wealth," she said, adding that a UMA allows an adviser to "stop selling product and start selling advice". In July ...

PAS taps direct property, shifts bonds

RUTH LIEW  |  TUESDAY, 12 OCT 2010
... places it among the top quartile of industry super funds with similar risk profiles. By comparison, the S&P ASX300 accumulation index returned 13.05 per cent over the same period, Rainmaker Information shows. Kessell said the fund's annual investment ...

Planners receive Wisdom awards

ELISE BURGESS  |  MONDAY, 11 OCT 2010
... Progressive Financial Solutions - Pre-Retirement Planning A, Shane Boettcher from Prism Financial Planning - Wealth Accumulation, Estate Planning and Risk "Adapting to client needs and market demands is imperative for our industry and demonstrating to ...

Future Fund rebounds

JOHN MCDULING  |  TUESDAY, 21 SEP 2010
... Consumer Price Index (which was 1.4 per cent over the period, according to ABS figures). By comparison, the S&PASX300 accumulation index, used as a benchmark by many Australian managed funds, returned 13.05 per cent over the period. "Cash holdings in ...