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| | | ... should be introduced that measures investment performance, flexibility to access funds, and giving people control of the level of risk they want. Finally, the use of annuities for members or cohorts of members should not be mandated, it said; "Trustees ... |
| | | | Some of the nation's leading economists shared their Factor-X - also known as an X-factor - for the year ahead at this morning's Chief Economists Forum in Sydney, led by the man who coined the term, industry veteran Don Stammer. Appearing at his 18 ... |
| | | | ... revenue and expenses are all heavily influenced by both investments and membership base," said Myers. "At the strategic level, further mergers, increased competition, a shifting regulatory member focus and the skewed favourability of the Your Future ... |
| | | | ... 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 ... |
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