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| | | ... Resources (4.9%), Arena REIT (3.1%), Netwealth (1.4%), Australian Ethical Investment (3.2%), NIB Holdings (3.1%), Bendigo and Adelaide Bank (1.5%) and Paladin Energy (2.8%). "The decision to close the fund recognises that, since its launch, the fund ... |
| | | | ... relationship, providing clients with access to a broader range of services and advice across Sydney, Melbourne, Brisbane, Adelaide and regional NSW. Edney Ryan Group will remain a separate business specialising in accounting, legal and mortgage services ... |
| | | | ... needs but are underserved, it said. The announcement follows the acquisition of a partial stake in Oreon Partners in Adelaide and the partnership with Sydney Financial Planning late last year, as the firm continues to expand its network. Established ... |
| | | | ... Superannuation Trustee Office for Guild Group, an executive of ESSSuper, and head of financial planning at Bendigo and Adelaide Bank. He will lead the fund while the board undertakes a formal recruitment process for the next chief executive. First Super ... |
| | | | ... of their portfolios in global equities compared to 24% for advised investors. Recent research from the University of Adelaide and SMSF Association found SMSFs underperformed APRA-regulated funds by 1.04% in FY24, noting this tends to be the case in times ... |
| | | | ... Superannuation Trustee Office for Guild Group, an executive of ESSSuper and the head of financial planning at Bendigo and Adelaide Bank. Everett will lead the fund while the First Super board undertakes a formal recruitment process for the next chief ... |
| | | | ... super funds (SMSFs) outperform APRA-regulated funds by about 1.1% on average, according to new analysis. Insights from Adelaide University show that in the five years to 30 June 2024, SMSFs' returns averaged 1.1% higher than APRA-regulated funds. ... |
| | | | ... their superannuation literacy, a survey shows. Polling the audience at the 2026 SMSF Association National Conference in Adelaide, Accurium principal Melanie Dunn surmised that helping make voluntary super contributions and investing in property are secondary ... |
| | | | ... practical tips that were in this this review to improve their own processes," he told the annual SMSFA Conference in Adelaide. In the report, ASIC urged advisers to use professional judgement when determining whether a self-managed super fund is the ... |
| | | | ... investment strategy for managed funds and superannuation at Sandhurst Trustees, a wholly owned subsidiary of Bendigo and Adelaide Bank. There, he oversaw multi-asset portfolios, superannuation investment strategy, and estates and charitable trust portfolios. ... |
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