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Showing 61 - 70 of 1001 results for "Accumulation"

Cbus, Rest deliver 'strong' returns amid heightened volatility

MATTHEW WAI  |  FRIDAY, 4 JUL 2025
... option has achieved an average annual return over 10 years of 7.75%. "As the events of FY25 have demonstrated, in your accumulation phase it's about 'time in' the market rather than 'timing the market'. Even members nearing retirement in April, who stuck ...

APRA dissects retirement products for the first time

KARREN VERGARA  |  FRIDAY, 27 JUN 2025
... $362,000 on average from a total of 1.4 million member accounts. This trumps the average balances of MySuper, Choice accumulation and Choice transition to retirement products of $71,000, $132,000 and $230,000 respectively. The AustralianSuper Choice ...

ART makes sweeping changes to corporate super plans

ELIZA BAVIN  |  MONDAY, 23 JUN 2025
... shuttering one. The Tiffany & Co. Superannuation Plan has closed as of June 20 with members transferred to a Super Savings Accumulation account with ART. As a result, the structure of insurance, its costs and terms and conditions have changed to be in ...

Airlie calls time on Concentrated Share Fund

KARREN VERGARA  |  FRIDAY, 20 JUN 2025
... Australian-listed companies and was available to wholesale investors only. The fund is benchmarked to the S&P/ASX 300 Accumulation Index and carries a management fee of 0.95% per annum. It required a minimum investment of $500,000. Matt Williams is the ...

Super needs customised, personalised approach: FSC

KARREN VERGARA  |  WEDNESDAY, 4 JUN 2025
... Commission risk appetites and the regulatory environment we're in. It is also driven by the fact that this has been an accumulation system since its inception in the main, so we haven't stared into the retirement challenges that we are about ...

Touchstone closes flagship fund

KARREN VERGARA  |  TUESDAY, 3 JUN 2025
... shuttered in May, having been in operation since 4 April 2016. The fund aimed to outperform the return of the S&P/ASX 300 Accumulation Index by 2% p.a. over a rolling five-year period, investing in 15 to 25 securities. It required an initial investment ...

Quality over quantity: CareSuper on mergers

JAMIE WILLIAMSON  |  THURSDAY, 29 MAY 2025
... with Bus and Coach Superannuation Scheme, and in 2014 with Quadrant. Then, in 2015, it merged with RBF Tasmanian Accumulation Scheme, followed by the Fairbrother Employee Retirement Fund in 2018. Meantime, CareSuper had previously merged with Asset Super ...

Franklin Templeton, Pendal funds shutter

KARREN VERGARA  |  MONDAY, 26 MAY 2025
... Requiring a minimum $25,000 investment, the fund aimed to earn an after-fee return in excess of the S&P/ASX 300 A-REIT Accumulation Index over rolling three-year periods. Performance wise, it made 9.29% p.a. over the last year and 6.67% p.a. over 10 ...

Prime Super calls time on sustainable option

JAMIE WILLIAMSON  |  THURSDAY, 15 MAY 2025
... According to APRA statistics, only about 500 of the fund's 146,000 members are invested in the option; most are in the accumulation phase, with less than 60 pension or TTR members. It accounts for only $33 million of Prime Super's total funds under management. ...

Panic selling of SMSF assets 'totally unnecessary'

ELIZA BAVIN  |  THURSDAY, 15 MAY 2025
... reduce the Division 296 tax itself, but they can eliminate the 15% tax on assessable income for superannuants in accumulation phase - and have an even greater effect in pension phase, where income is not taxed at all." McDougall said this approach can ...