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Showing 51 - 60 of 242 results for "Retirement Planning"

ATO backs SMSFs as strong retirement choice

ELIZA BAVIN  |  THURSDAY, 17 DEC 2020
... Australian Taxation Office assistant commissioner said he is focused on ensuring SMSFs remain a strong and credible retirement planning choice for Australians going forward. In an end of year message, assistant commissioner Justin Micale said as Australia ...

Rice Warner hires former First State deputy chief

KANIKA SOOD  |  MONDAY, 23 NOV 2020
... knowledge of advice delivery will also be helpful for clients looking to take advantage of the growing demand for retirement planning services using cost effective technology-based solutions," Rice Warner chief executive Andrew Boal said. "Our superannuation ...

Give the people advisers: Retirement Income Review

ELIZABETH MCARTHUR  |  FRIDAY, 20 NOV 2020
... of measures could help people have the confidence to use their assets more effectively, including focusing retirement planning on income streams rather than balances, better quality and more accessible advice and guidance," it said. The report does not ...

Super funds overlook digital engagement

KARREN VERGARA  |  TUESDAY, 10 NOV 2020
... to initiate conversations about these topics. Additionally, more than 80% reported they have not accessed retirement planning tools on their fund's website and nearly two thirds (59%) do not know how to use them. Members also expressed a strong preference ...

Super advice firm buys robo-adviser

ANNABELLE DICKSON  |  FRIDAY, 23 OCT 2020
... customers. "Over time, Clover's customers will be able to take advantage of SuperEd's range of proprietary retirement planning and digital advice tools." The acquisition follows Six Park's whitepaper released this week that concluded robo-advice ...

Advisers more bearish than clients

JAMIE WILLIAMSON  |  FRIDAY, 28 AUG 2020
... (53%), Investment Trends said. The twin headwinds of low yields and heightened market volatility have made retirement planning more challenging than ever, Peker said. "While planners already use a range of retirement income strategies to effectively ...

Unmet advice needs increases for SMSF trustees

ANNABELLE DICKSON  |  THURSDAY, 20 AUG 2020
... Report revealed a 6% increase in the number of SMSF trustees with unmet advice needs in investment strategy, retirement planning and tax planning. Only 39% of the 3000 SMSF trustees surveyed prefer relying on professional advice while 61% were open to ...

QSuper culls comprehensive advice

KANIKA SOOD  |  FRIDAY, 3 JUL 2020
... need advice about their investment strategy, ways to make the most of their QSuper account, and help with retirement planning," Pennisi said in a press release this morning. "As a result of the review, QSuper has significantly expanded the personal ...

Ignorance isn't bliss in super: Research

ALLY SELBY  |  MONDAY, 25 MAY 2020
... healthcare, which utilize technology to offer a more personalised service to members, she said. "Our global work in retirement planning shows the same approach can, and should be, applied to superannuation," Hampshire said. "Ultimately, we see that personalised ...

Global asset manager appoints local insto lead

HARRISON WORLEY  |  TUESDAY, 5 MAY 2020
... future," Jollie said. Hendry said that as an active manager, ASI had a "vital role to play" in the savings, retirement planning, and financial ecosystem. "During these uncertain times investors are facing significant disruption, so deepening client engagements ...