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Showing 1 - 10 of 39 results for "Benchmark Report"

Gen X remains the largest cohort in SMSF establishments: Class

MATTHEW WAI  |  WEDNESDAY, 19 FEB 2025
... which pleasingly shows the sector continues to grow and maintain its resilience," he said. "Data from the Class Benchmark Report has indicated that 70% of SMSFs are unadvised as the gap between supply and demand for financial advice continues to grow. ...

Growth of SMSFs, Div 296 opportunity for advisers

MATTHEW WAI  |  WEDNESDAY, 18 SEP 2024
... advisers and demonstrates the potentially detrimental effect of the proposed Division 296 tax. The 2024 Annual Benchmark Report dives into potential tax liability for Class members if the legislation passes, which could incur an additional tax of over ...

First Sentier axes investment units, AUM takes $14bn hit

KARREN VERGARA  |  TUESDAY, 23 APR 2024
First Sentier Investors (FSI) is shuttering four investment teams, seeing the exit of 30 professionals by the end of the year and the loss of about $14 billion in assets under management. The investment manager this morning announced that its locally ...

Responsible investment AUM drops: RIAA

RACHEL ALEMBAKIS  |  MONDAY, 18 SEP 2023
... mining, energy, and materials sectors, which saw strong performance in 2022. RIAA has published its annual RI Benchmark report, identifying trends in responsible investment as well as activity within the sector. RIAA has identified 36%, or $1.3 trillion ...

Young Aussies flock to SMSFs

KARREN VERGARA  |  THURSDAY, 14 SEP 2023
... charge in establishing self-managed super funds (SMSFs), according to new analysis from Class. The 2023 Annual Benchmark Report reveals that Generation X aged 42 to 56 (52.7%) and Millennials aged 27 to 41 (23.7%) collectively drove 76.4% of new fund ...

Talent attraction key to family office growth: KPMG

CHLOE WALKER  |  WEDNESDAY, 23 AUG 2023
... driving an increase in demand for investment and management staff, according to KPMG's Australian Family Office Benchmark Report 2023. The survey, produced by KPMG together with Agreus and The Table Club, was conducted from late December 2022 to ...

RIAA chief executive to exit

ROSE MARY PETRASS  |  FRIDAY, 30 JUN 2023
... of an impactful and sustainable financial services sector will land in the next couple of years." RIAA's Benchmark Report 2023 - an annual study tracking the size, growth and performance of responsible, ethical and impact investment industry - will ...

First Sentier clients walk away with $13bn

KARREN VERGARA  |  MONDAY, 5 JUN 2023
The fund manager bled $12.6 billion in outflows across several managed funds in the year to March, Rainmaker research shows. Four of First Sentier Investors' products lost more than $1 billion in net flows each, Rainmaker's latest Wholesale ...

Females, millennials lead the way in SMSFs: Class

CHLOE WALKER  |  WEDNESDAY, 17 AUG 2022
According to Class's 2022 Annual Benchmark Report, female SMSF balances are rising faster than males and most new SMSFs are being established by millennials. Over the past three years, millennials have become the largest cohort of all the age groups ...

Stewart Investors launches fund, drops fees

JAMIE WILLIAMSON  |  FRIDAY, 8 OCT 2021
... Responsible Investment Association Australasia (RIAA) and Stewart Investors was recently named in RIAA's annual benchmark report as a Responsible Investment Leader, its highest designation. Just last month Stewart Investors launched its Global Emerging ...
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