Search Results | Showing 1 - 10 of 44 results for "Benchmark Report" |
| | | ... retail funds over recent years, a new report from Class shows. An analysis of Class SMSF clients in its Annual Benchmark Report revealed that industry funds lost $8.2 billion to self-managed super between the 2025 and 2026 financial years. Retail funds ... |
| | | | In a report published today, ASIC has outlined several key trends among companies' whistleblower policies, and where they need to improve. Insights from the ASIC Whistleblower Questionnaire: July 2024 to June 2025 (REP 827) - which studied 134 companies ... |
| | | | ... aged over 50 and commonly come from an investment management background, the Global Family Office Compensation Benchmark Report shows, which was developed in conjunction with recruitment firm Agreus Group. Seventy-nine percent of chief executives are ... |
| | | | ... participation by younger Australians despite regulatory uncertainty, according to a report by Class. The 2025 Annual Benchmark Report by Class found the number of SMSFs reached a record 653,062, with total assets surpassing $1.05 trillion as at June ... |
| | | | ... co-chief executive Dean Hegarty told delegates, despite increased complexity and pressure. RIAA's recent Benchmark Report showed asset managers are the single biggest driver of responsible investments, while 88% of Australians say they expect investment ... |
| | | | ... 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. ... |
| | | | ... 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 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
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