Search Results | Showing 1 - 10 of 140 results for "Beneficiary" |
| | | ... class attracting $5.6 billion in net inflows in the calendar year to October 31. Notably, Betashares is the biggest beneficiary of this surging investor interest in the asset class, receiving over 42% of the total cash and fixed income flows year to ... |
| | | | ... "We know intergenerational wealth transfer is the largest opportunity facing advisers today, but knowing that the beneficiary are quite different in their expectations, we felt that responsible investment was inexplicably linked to this opportunity," ... |
| | | | ... LifeIncome enhancements, Generation Life has afforded advised clients the option to name a non-spouse as the reversionary beneficiary with non-superannuation funds. A new dollar-cost averaging facility has also been created to provide a buffer during ... |
| | | | ... fund said. The changes apply to accumulation and income stream members. However, only the fee reductions apply to beneficiary account holders, not the cap change. The fund is also going to rebate a portion of the administration fees paid by accumulation ... |
| | | | ... increasingly using more consultants, including specialist consultants for certain asset classes. JANA has been the biggest beneficiary of the consolidation trend, with its largest super fund clients being Australian Retirement Trust, AustralianSuper ... |
| | | | ... superannuation investments for clients, download comprehensive tax and performance reports for clients and change beneficiary nominations, it said. "Superhero's focus has always been about providing value and launching an adviser platform is a tangible ... |
| | | | ... some protection from inflation, including the twice-yearly indexation of Age Pension Payments and the Pensioner and Beneficiary Living cost index. "There is additional inflation protection provided for retirees receiving a part of the Age Pension," it ... |
| | | | ... spending as his government's main lever to rescue economic growth. "The Australian resources sector could be a major beneficiary of this investment, as it was during the GFC. The reopening of a country with 1.4 billion residents offers investment opportunities ... |
| | | | ... also varying, with about 60% of funds using the Covenant's minimum definition of retirement income, being payments a beneficiary receives from their super fund plus Age Pension. Contrastingly, other funds definitions provisioned for the inclusion of ... |
| | | | ... trend, its growth is, in part, due to consolidation within the Australian superannuation industry, with the mega fund a beneficiary of this in terms of increased fund size." He added that consolidation has intensified because of the Your Future, Your ... |
|
