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Showing 91 - 100 of 158 results for "Transition to retirement"

Sunsuper simplifies transition to retirement

ELISE BURGESS  |  MONDAY, 2 APR 2012
... Lally, Sunsuper chief executive. "The way it works is that all members have to do when they are ready to transition to retirement or stop work altogether is to let us know their payment instructions through opening an income account - and that's about ...

ANZ Wealth provides succession support for planners

CLAIRE MCGREAL  |  WEDNESDAY, 16 NOV 2011
... planners for the initiative. "They see the benefits of succession planning not just to support their transition to retirement but to assist their business growth." ANZ Wealth is also planning to extend its online market place eBroking Exchange service ...

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 ...

AustralianSuper creates online advice portal

CLAIRE MCGREAL  |  THURSDAY, 6 OCT 2011
... launched last month. The advice functionality offers super members personalised advice on contributions, transition to retirement and setting up a pension account. With more people now using the web to manage their finances, AustralianSuper said customers ...

ASIC looks to reshape retail advice

ELISE BURGESS  |  FRIDAY, 29 JUL 2011
... how to scale advice (CP 164) will offer examples of scalable advice in purchasing shares, adopting a transition to retirement strategy and superannuation pension products among others. CP 164 will also outline the difference between factual information ...

LUCRF selects Provisio

MATT WOODINGTON  |  FRIDAY, 4 FEB 2011
... Superpartners. LUCRF will conduct a full desktop rollout of the software, which includes contributions, insurance, transition to retirement, investment choice and retirement planning. "Super funds need a system that combines speed and scale in order ...

Intra-fund opens new doors for advisers

ELISE BURGESS  |  FRIDAY, 28 JAN 2011
... after the government expanded simple advice in April last year to include other areas of advice such as transition to retirement, intra-pension advice, nomination of beneficiaries, superannuation and Centrelink payments, and general retirement planning. ...

Queensland funds offer members help

MEDIA RELEASE  |  FRIDAY, 21 JAN 2011
... information for members looking to access their super, particularly members aged 55 and over who can use a transition to retirement income stream to help get access to funds not otherwise available. Information on the funds' life events services - which ...

Longevity products in early stages

ELISE BURGESS  |  THURSDAY, 11 NOV 2010
... income guarantee on top of conventional self-managed superannuation fund (SMSF) account-based pensions and transition to retirement (TTR) strategies.

SCT chief Furlan talks tough on benefits

RUTH LIEW  |  THURSDAY, 1 JUL 2010
... is a spot for paying death benefits to estates and that is if you're offering retirement products to transition to retirement products. "And the reason I say that is because by then, people have no life insurance component left, they are less likely ...