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Showing 1 - 10 of 1471 results for "Study"

AFCA flags legal uncertainty on SMSF wholesale test

KARREN VERGARA  |  THURSDAY, 28 MAR 2024
... (SMSF), according to the Australian Financial Complaints Authority (AFCA). AFCA senior ombudsman Alex Sidoti used a case study at the recent AFCA Member Forum to highlight a grey area that advisers can overlook after one AFCA complainant, who was the ...

Coalition's super for housing scheme slammed

ELIZA BAVIN  |  TUESDAY, 12 MAR 2024
... couple who withdrew $35,000 each from their super could retire with about $195,000 less in today's dollars. A Mercer study of its Global Pension Index found countries that allow early access to retirement savings for housing did not have higher rates ...

Retirement saving, investing daunting for women: Surveys

KARREN VERGARA  |  FRIDAY, 8 MAR 2024
... between January and February, the number of women opening a trading account was 43.7% higher compared to men. A Vanguard study of over 1800 working and retired Australians released last year found a stark difference in confidence levels between men and ...

Aussies say they're paying too much tax

JAMIE WILLIAMSON  |  TUESDAY, 5 MAR 2024
... Research by Finder found almost 13 million Australians believe they pay too much tax each financial year. According to the study, 80% of millennials feel this way, while 72% of Gen X and 63% of Gen Z do. Only 39% of Baby Boomers feel this way. Finder ...

Large-cap equity funds continue underperformance: SPIVA

KARREN VERGARA  |  FRIDAY, 1 MAR 2024
... fund managers turned in their second-worst year of underperformance as 77% failed to beat their benchmark, the latest SPIVA study shows. Aussie large-cap managers suffered their worst-performing period in 2023 - not since 2018 when 86% of them failed ...

Super funds captivated by equities: Research

KARREN VERGARA  |  TUESDAY, 27 FEB 2024
Superannuation funds have been heavily reliant on equities for the last decade compared to their global peers, a new study reveals. The latest study by Willis Towers Watson's Thinking Ahead Institute finds that Australia's superannuation funds continue ...

Five megatrends shaping financial services: McCrindle

CHLOE WALKER  |  FRIDAY, 23 FEB 2024
... passed on to their grandchildren," he said. The fourth megatrend is around technological transformation. "Zapier did a recent study and found that 94% of workers say they perform repetitive, time-consuming tasks in their role, tasks that are ripe for ...

Funds SA hires ESG expert

ELIZABETH FRY  |  MONDAY, 19 FEB 2024
... after spending the second half of 2023 studying a Master of Science (Public Policy and Management) in the US. Before the study break, she worked at Duxton Capital in the ESG team, where she led the development and implementation of strategy across listed ...

Colonial First State launches new offering to advisers

CHLOE WALKER  |  MONDAY, 12 FEB 2024
... launching through CFS 10X will give advisers access to peer benchmarking, insights and solutions from an industry-wide research study into practice management and productivity," he said. In partnership with CFS 10X, Elixir Consulting recently conducted ...

Super funds lack data for effective retirement assistance: Study

ANDREW MCKEAN  |  MONDAY, 5 FEB 2024
Super funds lack crucial data on members' retirement income certainty preferences, hindering effective retirement assistance and compliance with Retirement Income Covenant obligations, research by Capital Preferences and Challenger reveals. The survey ...
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