Education

With the temporary COVID-era reduction in drawdown rates no longer applying and standard rates restored, SMSF trustees need to understand how minimum pension payments are calculated, what payments qualify and what may happen if requirements are not met.

With contribution caps changing for 2026–27 and total super balance rules affecting eligibility, SMSF trustees have an important reason to review contribution decisions before money enters the fund.

The fund reported net assets of $33.58 million and 563,587 units on issue, with a management fee of 0.60 percent per annum. Risk metrics show aBetaof 0.15 and aStandard Deviationof 11.91, both comparatively subdued figures relative to several other China-focused funds, reflecting the differing …

In the most recent disclosure, the fund's netAssetswere recorded at $0.00 and units outstanding at zero, a position that reflects the fund's relatively short time on the ASX rather than an absence of trading activity, given that recorded trading volumes and declared distributions appear …

The fund reported net assets of $14.75 million and 801,529 units on issue, with a management fee of 0.75 percent per annum. Risk metrics show a beta of 1.70 and a standard deviation of 18.65, both elevated figures that reflect the fund's tilt toward …

The fund reported net assets of $273.77 million and 21,043,426 units on issue, with a management fee of 0.72 percent per annum. Risk metrics show aBetaof 0.99 and aStandard Deviationof 9.99, both figures suggesting a portfolio profile designed to track closely with broader market …

The fund reported net assets of $668.34 million and 92,440,417 units on issue, with a management fee of 0.64 percent per annum. Risk metrics show aBetaof 0.85 and aStandard Deviationof 9.52, both figures consistent with the fund's stated objective of delivering lower volatility than …