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Showing 871 - 880 of 9516 results for "Level"

Aussies do not underspend in retirement, say super funds

JAMIE WILLIAMSON  |  WEDNESDAY, 21 FEB 2024
... 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 ...

Economists share their top left field ideas for 2024

JAMIE WILLIAMSON  |  TUESDAY, 20 FEB 2024
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 ...

Mergers a boon for super member growth

KARREN VERGARA  |  MONDAY, 19 FEB 2024
... 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 ...

ASIC files lawsuit against unlicensed director, companies

JAMIE WILLIAMSON  |  FRIDAY, 16 FEB 2024
... 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 ...

Superannuation fund returns underperformed SMSFs: Research

ANDREW MCKEAN  |  WEDNESDAY, 14 FEB 2024
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 ...

Conference to address major SMSF issues

KARREN VERGARA  |  TUESDAY, 13 FEB 2024
... 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 ...

SMC finds $38k nest egg boost for working mums

KARREN VERGARA  |  MONDAY, 12 FEB 2024
... 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 ...

Cbus appoints head of stewardship

ANDREW MCKEAN  |  WEDNESDAY, 7 FEB 2024
... 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 ...

Cash rate unchanged at 4.35%

KARREN VERGARA  |  WEDNESDAY, 7 FEB 2024
... 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 ...

Online investor participation declines

ANDREW MCKEAN  |  TUESDAY, 6 FEB 2024
... 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 ...