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Showing 91 - 100 of 214 results for "Planning for"

AFA keeps financial literacy front of mind

DARREN SNYDER  |  MONDAY, 16 OCT 2017
... many forms, it might be making more informed financial decisions, it might be managing money better, it might be planning for the future - and the government is firm believer in boosting the knowledge skills and behaviours of Australians," she said. ...

No longer doing it for the kids

JAMIE WILLIAMSON  |  TUESDAY, 3 OCT 2017
... priorities. About 80% of research participants rate both factors as very important. "Bequests are not central to planning for their retirement and senior Australians are weighing these up against other trade-offs they must make to deal with longer lifespans," ...

Pre-retirees risk significant shortfalls: MLC

EMMA RAPAPORT  |  TUESDAY, 29 AUG 2017
... other assets such as property in their name beyond super, which is an important factor for them to consider when planning for retirement." "If they don't have other assets, engaging with their super fund may prove to be a cost effective way for them ...

Mercy Super appoints new chief executive

ALEX BURKE  |  FRIDAY, 16 JUN 2017
... Management and MAP Financial Planning. She also held multiple roles at Westpac, including national head of financial planning for the private bank, regional development manager and head of business development. Prior to that, at AMP, she was state market ...

Henry Morgan creates new global LIC

ALEX BURKE  |  FRIDAY, 12 MAY 2017
... go long or short equities and use leverage where the investment manager considers it appropriate." Henry Morgan is planning for a priority allocation for John Bridgeman and Henry Morgan shareholders.

Couples can benefit more than singles in SMSFs

EMMA RAPAPORT  |  TUESDAY, 14 FEB 2017
... are starting to focus on it now because the SG system is getting more mature. Super is now just part of families planning for everything these days." Le Greca notes some additional saving which can be made by couples outside of SMSFs include couple contribution ...

Real assets courting insto appetites in 2017

ALEX BURKE  |  FRIDAY, 3 FEB 2017
... interest in real estate, with 47% of investors surveyed intending to increase their allocations here and only 9% planning for a decrease. In the alternatives space, nearly half (48%) of investors said they would increase their allocations to private ...

NAB makes key advice appointments from AMP

ALEX BURKE  |  FRIDAY, 27 JAN 2017
... head of client experience and advice development. Both join NAB from AMP. Gregory was previously head of financial planning for AMP Financial Planning and Hillross Financial Services; he is also a director at Peoplecare Health and the Youth Insearch ...

Severe inadequacies in retiree portfolios: VicSuper

ALEX BURKE  |  MONDAY, 9 JAN 2017
... funds are looking into ways of making the system more sustainable, we all have individual responsibility to start planning for retirement sooner rather than later, researching how long we can expect to live and setting our expectations for our lifestyle ...

Top 10 superannuation stories in 2016

STAFF WRITER  |  WEDNESDAY, 21 DEC 2016
... board recently approved the new investment strategy, something which executive Kristian Fok and his team have been planning for months. 4. NAB merger creates largest retail super fund NAB announced in July it would merge five of its super funds into ...