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Showing 1101 - 1110 of 1358 results for "Retiree"

Call for self-funded retirees inclusion

ELISE BURGESS  |  MONDAY, 11 JUL 2011
... out. "As debate rages around whether $150,000 a year constitutes a middle income Australian family, a single self-funded retiree on $51,000 is deemed wealthy enough to resist the price impacts of a carbon tax," said Michael O'Neill, chief executive ...

Super funds returns on upwards trend

RACHEL DAVIS  |  MONDAY, 4 JUL 2011
Despite the domestic and international investment pressures, super funds are on track to return nearly 8% on average this financial year, according to a recent report. Not-for-profit funds are expected to average around nine per cent and master trusts ...

Westpac goes on attack against lost super

ALEX DUNNIN  |  TUESDAY, 28 JUN 2011
Westpac has gone on the attack against lost superannuation and instructed its 700 bank branches to pull out all stops to help their customers track down and consolidate any lost superannuation monies. The problem with lost super is not just that half ...

Advisers missing retirement planning bonanza

ALEX DUNNIN  |  MONDAY, 27 JUN 2011
Only one-third of people with superannuation have begun preparing for their eventual retirement, and most of those are pre-retirees anyway, reveals new research from Roy Morgan. The results are contained in the latest Roy Morgan Retirement Planning ...

Trust Company benefiting from global flows

MATT WOODINGTON  |  WEDNESDAY, 22 JUN 2011
... CapitaMalls Trust," said Corlett. On the personal client services side of the business, the focus is on the post accumulation retiree market and increasing engagement with continuing estates. Corlett said that the Guardian Trust is ahead of the Trust ...

Shorten phases out drawdown relief for account-based pensions

ELISE BURGESS  |  TUESDAY, 7 JUN 2011
Assistant Treasurer, Bill Shorten, has today announced the phasing out of drawdown relief for pensioners but made provisions for 2011-12, expected to benefit some 120,000 self-funded retirees. Under past regulations, self-funded retirees were required ...

PIMCO appoints insto specialist

MATT WOODINGTON  |  MONDAY, 6 JUN 2011
Bond investment manager PIMCO has appointed a new executive vice president to help service an anticipated increase in demand from superannuation clients looking to fixed interest for reliable returns. Eric Frerer has been appointed executive vice president ...

Retiree internet use hits 80 pct

ALEX DUNNIN  |  WEDNESDAY, 1 JUN 2011
One the myths of the internet age is that the web is for the young digitari while older Australians inhabit the analogue world. However, research contained in the 2011 Sensis Social Media Report reveals a fundamentally different picture. It found that ...

Dropping home ownership rates leave retirement funding hole

ALISON BEVEGE  |  TUESDAY, 31 MAY 2011
Falling home ownership rates mean a quarter of all future retirees may not own their own home, undermining key assumptions of previous retirement affordability studies, REST Industry Super said yesterday. The worrying figures come from research tabled ...

Signature scam adviser banned for life: ASIC

ALISON BEVEGE  |  FRIDAY, 27 MAY 2011
... Michael King, of Perth, WA, allegedly used a scanned signature to transfer 85,000 Wesfarmers shares belonging to self-funded retiree Edwin Smith, into a margin account he had opened in his mother's name. King, 41, has been given a life ban from financial ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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