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Showing 81 - 90 of 242 results for "Retirement Planning"

US giant acquires Aussie super consulting business

ALEX BURKE  |  FRIDAY, 15 JUN 2018
... and asset protection, investment and portfolio administration, business risk insurance, estate planning and retirement planning.

Aussie retirement confidence dropping

HARRISON WORLEY  |  WEDNESDAY, 6 JUN 2018
... from 5.2% to 5.0%. Clancy added government and business have a role to play in encouraging active interest in retirement planning. "Industry leadership is vital to help build confidence. Government and businesses have an important role to play in encouraging ...

Retirement income rules boost annuities: Challenger

ALEX BURKE  |  WEDNESDAY, 9 MAY 2018
... the means test rules will allow retirees to consider a wider range of retirement income products in their retirement planning. For example, deferred lifetime annuities provide an important new option, giving retirees confidence to spend their savings ...

Budget means Aussies can get more from retirement

HARRISON WORLEY  |  WEDNESDAY, 9 MAY 2018
... using the extra income from tax cuts implemented in the Budget to boost retirement savings. "As specialists in retirement planning we would also encourage working Australians to consider putting the extra income they will receive from tax cuts into their ...

Labor's imputation credit reform cops industry backlash

KARREN VERGARA  |  WEDNESDAY, 14 MAR 2018
... to the ATO, the ASA said. ASA chief executive Judith Fox said: "The potential for ongoing tweaking throws retirement planning into disarray. Both parties need to sit down and comprehensively evaluate the tax and superannuation system so that self-funded ...

Staggering annuities can fund retirement shortfall

KARREN VERGARA  |  TUESDAY, 6 MAR 2018
... mean the difference between living comfortably or facing a massive shortfall in retirement, according to a retirement planning expert. David Babbel, a retirement strategy expert and professor from the University of Pennsylvania's Wharton Business School ...

Advisers can fill aged care demand gap: Study

KARREN VERGARA  |  WEDNESDAY, 7 FEB 2018
... practical tools and efficient planning software, she said. Reviewing portfolio construction guidelines for retirement planning to address clients' aged care needs throughout the retirement phase is also critical. "Successful dealer groups respond to ...

ATO warns SMSFs about risky arrangements

KARREN VERGARA  |  FRIDAY, 17 NOV 2017
... Australian Taxation Office issued a stark warning to self-managed superannuation fund members about entering risky retirement planning arrangements that could potentially be illegal. ATO deputy commissioner James O'Halloran urged SMSF trustees to be ...

Advisers grapple with client retention: Research

KARREN VERGARA  |  WEDNESDAY, 1 NOV 2017
... enhancing perceptions of value and in turn, improving client retention. He added the most common unmet advice - retirement planning and budgeting - are fuelling the demand for advice, and significant opportunities exist for planners to effectively meet ...

StatePlus partners for holistic retirement transition

KARREN VERGARA  |  TUESDAY, 24 OCT 2017
... contributing to society in a meaningful way when they retire, so by providing them with a unified approach to retirement planning their stress levels drop, they are motivated and they keep performing in the business," Kikeros said.