Search Results | Showing 1 - 10 of 20 results for %22Investment Trends Super Member Engagement Report%22 |
| | ... the Australian Taxation Office found that on average SMSFs earned $27,266 in income in the 2020-21 financial year. Investment Trends' SMSF Adviser Report found that new policy proposals, including indexation of the transfer balance cap and the $3 ... |
| | | ... balance cap and the $3 million cap present a variety of engagement opportunities for SMSF advisers, according to Investment Trends' latest report. The 18th annual edition of the 2023 SMSF Adviser Report stated the proposed and recently implemented regulations ... |
| | | ... 13-year peak in members' intention to switch funds, according to the latest Super member engagement report by Investment Trends. The report revealed that this surge in switching intention aligns with a substantial net growth in member engagement levels ... |
| | | ... monitoring of global and domestic macroeconomic trends. CFS group executive of distribution Bryce Quirk said that the investment manager is proud to work closely with advisers and industry partners to uncover the changing needs of investors to empower ... |
| | | ... members but engagement is still underwhelming, new research shows. The latest Investment Trends Super Member Engagement Report showed nearly a third of members see merging with a larger fund as a positive outcome compared to 11% that see it as negative. ... |
| | | ... contributions, the firm can tap into these trends by aiming to move to a user-consent model. Taking the trends spotted in investment portfolios and other lifestyle-type decisions made for example, InPayTech can help by supplementing the intra-fund advice ... |
| | | ... year to 14,800 in average monthly searches compared to 2019, according to Allan Gray research on search and engagement trends. Average monthly searches for 'financial advice' rose from 12,100 per month to 14,800 last year. For some topics within financial ... |
| | | ... already receive over the phone or in person. Enhancements to the funds' online experience come on the heels of Investment Trends latest Member Engagement report, which said digital transformation was still challenging for super funds. The report ... |
| | | ... member engagement services in 2017, at a time when funds across the industry grapple with digital transformation, Investment Trends research shows. Sunsuper, HESTA, QSuper and Hostplus round out the top five in the rankings, with Rest recognised as the ... |
| | | ... inaugural retirement income forum provided their perspective on the multiple implications of an ageing population: from investment strategy to intergenerational wealth transfer and estate planning. ETF Forum Hosted at The Langham in Melbourne, exchange-traded ... |
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