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Showing 31 - 40 of 1095 results for "retirees"

HUB24 unveils new offering for lower balance clients

CHLOE WALKER  |  WEDNESDAY, 15 NOV 2023
HUB24's new Discover offering is aimed at early-stage wealth accumulators and later-stage retirees, providing cost-effective access to a streamlined selection of managed portfolios. The Discover offering, now available on HUB24 Invest, Super and Pension ...

Challenger duo joins Allianz Retire+

JAMIE WILLIAMSON  |  THURSDAY, 9 NOV 2023
... strategies for client focused outcomes and have a deep understanding of the retirement landscape and the challenges facing retirees. This thinking is critical for Allianz Retire+ as we continue to grow following the launch of AGILE this year. "With a ...

Challenger expands strategic relationship with Apollo

CASSANDRA BALDINI  |  THURSDAY, 9 NOV 2023
... years to developing the expertise necessary for directly sourcing secure yield assets to deliver long-dated guarantees to retirees. "We look forward to bringing these capabilities to the strategic partnership with Challenger with the shared mission of ...

Sterling Income Trust executives charged

CHLOE WALKER  |  MONDAY, 6 NOV 2023
... funding vehicle for the Perth-based Sterling Group. From 2016, the Sterling Group offered a long-term residential lease to retirees and seniors called a Sterling New Life Lease (SNLL). They were told that the returns from their initial lump sum payment ...

NGS Super launches retirement savings strategy

CASSANDRA BALDINI  |  WEDNESDAY, 1 NOV 2023
... means members are making big decisions about their future without access to helpful information. And it can lead to many retirees having a lower standard of living than they otherwise could have," he said. "The lack of advice and information around retirement ...

Will HNW firms re-enter retail advice?

KARREN VERGARA  |  WEDNESDAY, 1 NOV 2023
... large intergenerational wealth transfer that will require advisers' attention. "A large part of my client base are retirees, so we are working with them to support them on thinking about how they pass their wealth on to that next generation, as well ...

TelstraSuper launches option, retirement tool

KARREN VERGARA  |  TUESDAY, 31 OCT 2023
... investment changes and lump sum withdrawals, or extra contributions made, and if a member is entitled to the Age Pension. Retirees can estimate if they are on track to achieve their lifestyle goals and see what impact different scenarios could have on ...

Frontier calls out structural super fund flaws

ANDREW MCKEAN  |  MONDAY, 30 OCT 2023
... contravening funds' obligation to provide the best possible outcomes for their members. Statistics show that nearly half of retirees only draw the government-mandated minimum income, leaving an average of 30% of their accumulated superannuation funds ...

TelstraSuper launches retirement product

JAMIE WILLIAMSON  |  THURSDAY, 26 OCT 2023
... Pension assets test until age 84, or for a minimum of five years, at which time it changes to 30%. "We know that many retirees are living more frugally than they need to because they fear their savings won't last the distance or that their spending power ...

AMP names super, investments lead

KARREN VERGARA  |  TUESDAY, 24 OCT 2023
... as we come together with government and regulators to ensure we do more to provide Australia's growing number of retirees with the financial confidence to spend and enjoy their savings in retirement." Her appointment is part of AMP's recent restructure ...