Tag: investment objective

Sydney, Australia, June 17, 2026 (GLOBE NEWSWIRE) -- Australian superannuation regulations require self-managed super funds to maintain a documented investment strategy that covers asset allocation, liquidity, diversification, and both income and capital objectives. The Australian Taxation Office mandates that the strategy be reviewed at least annually. For trustees building that strategy around delivering monthly income, the income side of the portfolio will be reviewed closely. The latest ATO data shows the SMSF sector now holds A$1.06 trillion in assets across 663,867 funds, with cash and term deposit allocations falling to 16.3% of holdings, a record low, as trustees look beyond traditional cash products. To learn mroe visit https://termplus.com.au/term-account-smsf/

NEW YORK, June 12, 2026 (GLOBE NEWSWIRE) -- This announcement amends the effective date (or ex-date) previously circulated on June 08, 2026.

Sydney, Australia, June 10, 2026 (GLOBE NEWSWIRE) -- Australians planning for retirement income face two converging trends. Around 4.4 million Australians are now aged 65 and over, about 17% of the population, with Treasury's Intergenerational Report projecting that share to keep rising through 2063. At the same time, the country's 663,867 self-managed super funds hold A$1.06 trillion in assets across roughly 1.22 million members, according to the latest Australian Taxation Office data. Cash and term deposit allocations across the SMSF sector have fallen to 16.3% of holdings, a record low, as trustees look beyond traditional cash products towards the income side of the portfolio. To learn more visit https://termplus.com.au/how-it-works/

NEW YORK, June 08, 2026 (GLOBE NEWSWIRE) -- GraniteShares has announced it will execute forward shares split for the several funds (the “Funds”). The total market value of the shares outstanding will not be affected as a result of these splits.

Sydney, Australia, June 07, 2026 (GLOBE NEWSWIRE) -- With annual inflation at 4.6% in the year to March 2026 and roughly 4.4 million Australians now aged 65 and over, retirees face a sharpening challenge: turning a lifetime of savings into income that keeps pace with the rising cost of groceries, fuel and everyday essentials. The pressure is compounded by longevity, with many Australians spending two or even three decades in retirement, and by a shift in mindset that retirement itself demands. In the accumulation years, investors can ride out market volatility and recover losses over time; in the drawdown phase, with shorter horizons and less capacity to recoup losses, the priority moves to predictable income and preserving purchasing power. To learn more visit https://termplus.com.au/insights-news/news/turning-savings-into-reliable-monthly-income-in-retirement/