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Showing 851 - 860 of 1005 results for "Accumulation"

No flight to cash at Equipsuper

RUTH LIEW  |  WEDNESDAY, 20 MAY 2009
... fund's chief executive. Robin Burns, who heads up the "hybrid" $4.2 billion fund that hosts both defined benefit and accumulation schemes, said the fund has not seen a high number of members switching from equities into cash last calendar year despite ...

Baby boomers eye income equity

RUTH LIEW  |  MONDAY, 18 MAY 2009
... Share Income Fund aims to provide a tax-effective income stream that exceeds the dividend yield of the S&P/ASX 200 Accumulation Index by 2 per cent per annum over rolling five-year periods. Its secondary objective is to provide long-term capital growth ...

Zenith review yields top 35 funds

COMPANY RELEASE  |  WEDNESDAY, 22 APR 2009
... firm's recommended list of large cap company funds recorded more than 4 per cent excess return above the S&P/ASX Accumulation Index over the past year. "In Zenith's opinion now is not the time to be abandoning active management with the current and foreseeable ...

AvSuper revamps death insurance

RUTH LIEW  |  WEDNESDAY, 22 APR 2009
... or children of a deceased member," said Griffiths. AvSuper said anti-detriment provisions aim to restore members' accumulation benefit to what it would have been if contributions tax had not been deducted from each concessional contribution made during ...

ESSSuper introduces monthly switching

RUTH LIEW  |  TUESDAY, 14 APR 2009
... rates from a quarterly to monthly starting early this month. Beginning 1 April 2009, members who have an ESSSuper Accumulation Plan, Beneficiary Account, Spouse Account and/or Income Stream, will have more flexibility in managing their superannuation ...

Vision Super banking goes live

RUTH LIEW  |  WEDNESDAY, 8 APR 2009
... last week. According to Vision Super, the launch supports the super fund's retention strategy as members move from accumulation to drawing down their funds. "Our partnership allows members to keep their money invested in Vision Super's tax-effective ...

NCSF to adopt weekly unit pricing

RUTH LIEW  |  TUESDAY, 31 MAR 2009
... unit pricing as well so it gives us a better benchmark," he said. The National Catholic Superannuation Fund is an accumulation style fund for employers and employees of organisations associated with the Catholic Church of Australia. NCSF invested around ...

Westpac prizes growth and alternatives

RUTH LIEW  |  FRIDAY, 27 MAR 2009
... the investment objectives and strategies of the three options, remain the same. The changes affect members who hold accumulation accounts or those who are defined benefit members with a SuperSave account. "The changes aim to increase investment returns ...

Seven deadly sins

RUTH LIEW  |  THURSDAY, 26 MAR 2009
... mismatch of the investment industry's short-term gains and their long-term objectives. "[We're] consumed by wealth accumulation," said Prugue, when in fact it should be about "wealth preservation". One tragedy that might come out of this would be waves ...

Super assets lose $25bn

RUTH LIEW  |  WEDNESDAY, 11 MAR 2009
... funds with -5.9 per cent and retail funds with -10.3 per cent. Excluding small funds, total retirement benefits in accumulation are estimated as 80.1 per cent or $618.9 billion at 30 June 2008, with 19.9 per cent or $154.1 billion in defined benefit. ...