Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 872 results for "Accumulation"

Stockspot plots entry into superannuation space

JAMIE WILLIAMSON  |  TUESDAY, 7 MAY 2024
... exclusively in ETFs. The trading platform is planning to launch Stockspot Super later this year, first bringing an accumulation product to market, followed by a pension offering. At present, Stockspot has about $770 million held outside of super on its ...

ASIC clamps down on advisers, trustees cold calling

KARREN VERGARA  |  TUESDAY, 7 MAY 2024
... advice' model by the business model operators," ASIC said. The cold-calling businesses typically target members in the accumulation phase aged between 25 and 50 years old with balances of at least $50,000. ASIC warns trustees and financial advisers ...

Mercer rolls out new corporate super plan

ANDREW MCKEAN  |  THURSDAY, 2 MAY 2024
... like Mercer SmartPath, which has delivered an average annual return of 7.4% over the past decade. It can accommodate accumulation plans and allows for employer-subsidised administration fees and insurance premiums as an employee benefit. Moreover, it ...

ART reduces admin fees for high balance accounts

ELIZA BAVIN  |  WEDNESDAY, 1 MAY 2024
... $800 p.a. (0.10% x $800,000 balance) to $500 p.a. (0.10% x $500,000 balance)," ART said. Those with Super Savings Accumulation accounts, Super Savings - Business Accumulation accounts, Super Savings - Corporate Accumulation accounts (including Defined ...

What retiree portfolios need to avoid future cost-of-living crises

ANDREW MCKEAN  |  MONDAY, 29 APR 2024
... required to confidence in retirement. "Cost of living spikes tend to be short term and that is manageable during the accumulation phase as there is time to recover. Retirement is different. It's about having a secure, regular income that allows you ...

Mine Super cuts fees, updates investment options

ANDREW MCKEAN  |  WEDNESDAY, 17 APR 2024
... as its remaining conservative balanced investment option for pension members. It closed this option for members in accumulation in May 2023. "The Term Deposit option has been closed due to the associated complexity in administering the product, combined ...

Betashares plans to launch first 'moderately geared' ETFs

ANDREW MCKEAN  |  TUESDAY, 16 APR 2024
... seeking a more moderate level of gearing better suited to a 'buy and hold' investment strategy as part of their wealth accumulation goals. "We are proud to continue to responsibly innovate and build out the range of portfolio tools available to investors ...

Forager schedules LIT delisting

KARREN VERGARA  |  MONDAY, 8 APR 2024
... he mulled over "what the perfect future structure looks like". FOR aimed to outperform the S&P/ASX All Ordinaries Accumulation Index over a rolling five-year period with a concentrated portfolio of ASX-listed stocks. It returned 19.76% in the year to ...

Best super fund products revealed

ANDREW MCKEAN  |  WEDNESDAY, 27 MAR 2024
... rating are: Australian Retirement Trust - QSuper Lifetime Pension, Australian Retirement Trust - Super Savings - Accumulation Account, Australian Retirement Trust - Super Savings Corporate - Accumulation Account, Aware Super - Ambulance, Aware Super ...

AvSuper prepares members for merger, fee changes

KARREN VERGARA  |  FRIDAY, 22 MAR 2024
... investment options charge a range between 0.07%-1.60% p.a. depending on the option. ART has 19 investment options for accumulation accounts. Its accumulation MySuper default option is called the Super Savings Lifecycle Investment strategy. AvSuper corporate ...
PREVIOUS
NEXT