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Showing 1081 - 1090 of 1358 results for "Retiree"

Age Pension must be factored into retirement income

RACHEL DAVIS  |  TUESDAY, 8 NOV 2011
Australians should factor in the Age Pension when looking at their projected retirement income, according to global professional services firm, Towers Watson. "Superannuation Guarantee increases notwithstanding, the Age Pension will continue to provide ...

Super strategy needed for retirees

ELISE BURGESS  |  FRIDAY, 28 OCT 2011
Relying on a transition to retirement strategy is not enough, with a new approach to superannuation and changing income needs required to address a lack of understanding in super savings options, said an advice firm. According to Michael Hutton, wealth ...

Funds should target retirement income not returns

ALEX DUNNIN  |  THURSDAY, 27 OCT 2011
Poor super fund returns due the worldwide share slump continue to highlight how traditional super fund design is all about accumulation while neglecting the main objective of retirement income. "We've built an accumulation system, we haven't built a ...

PIMCO appoints new vice president

CLAIRE MCGREAL  |  WEDNESDAY, 5 OCT 2011
PIMCO Australia has named Adam Bowe as the new senior vice president for fixed income portfolio management and trading in Sydney. The former director of fixed income portfolio management at UBS Global Asset Management takes up the position at the end ...

Super funds see hybrid opportunity

ELISE BURGESS  |  MONDAY, 26 SEP 2011
... super who don't qualify for the Age Pension. Hildyard said growth-biased investment solutions are flying in the face of retiree's preference for certainty and heightened risk aversion, resulting in trends to remove lump sum payments. "Generally, an asset ...

US adviser fiduciary rule stalls

ALEX DUNNIN  |  THURSDAY, 22 SEP 2011
Concerns that the US Department of Labor's new definition of fiduciary duty for financial advisers is too demanding has prompted the retirement savings regulator to re-initiate industry discussions, a process that some believe may take up to two years. ...

Perpetual shuts $1bn mortgage funds to focus on income

MATT WOODINGTON  |  FRIDAY, 16 SEP 2011
Perpetual is closing its suite of mortgage funds, which have around $1 billion in funds under management, turning its attention to commercial mortgage lending and a secured private debt series for retail investors. As of September 17, Perpetual will ...

Advisers ignoring estate planning gold mine

ELISE BURGESS  |  THURSDAY, 8 SEP 2011
AMP and independent financial planners were warned to stop ignoring the wealth of referral and business expansion opportunities estate planning presents to the industry and instead embrace this market, in an industry address this morning. The AMP Estate ...

Fortnum launches UMA to protect SMSF retirees

MATT WOODINGTON  |  THURSDAY, 8 SEP 2011
Fortnum Financial Advisers has launched a new unified managed account providing protection for self managed super funds in the pension draw down phase. The e-Clipse unified managed account (UMA), which is supported by global partners P2group and Milliman ...

Super funds need to guide members: Investment Trends

ELISE BURGESS  |  TUESDAY, 6 SEP 2011
Superannuation funds need to offer guidance for their members with Investment Trends latest survey finding people want information from their funds to understand market volatility and how they should act. The 2011 Investor Sentiment & Communications ...