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Showing 1161 - 1170 of 1244 results for "retirees"

Equity lenders prepare to take on reverse mortgages

WWW.THESHEET.COM | WEDNESDAY, 14 MAR 2007

... first home buyers and families that want to trade up, but it will not be long before the product is being offered to retirees. Rismark International managing director Christopher Joye said the package being offered by Adelaide Bank was not targeted at ...

Lock up your gains: AUI

... consider a more conservative allocation to lock the gains they've made from the bull run in the past few years. "Many pre-retirees are, understandably, focussed on ways to gets as much money into superannuation before the June 30 deadline," "However ...

38 per cent of US retirees like reverse mortgages

ALEX DUNNIN | TUESDAY, 6 MAR 2007

... yet stepped up to the challenge of helping this generation prepare for their retirement. The survey covered 3,000 US retirees and pre-retirees ranging in age from 40 to 75 years who had investable assets between A$1,300 and A$3.2 million per household. ...

Super funds could offer transaction banking

WWW.THESHEET.COM | MONDAY, 19 FEB 2007

... pensions and lump sums (for those aged 60 or over) and the abolition of compulsory cashing for the over-65s mean that retirees will be more able to retain funds in their super and access them as required with fewer tax implications. "Our initial discussions ...

SEQUAL defends advisers on reverse mortgages

NICK OLIVER | WEDNESDAY, 14 FEB 2007

... out a reverse mortgage. "Reverse mortgages are an increasingly important financial planning tool to fund the needs of retirees," said Dell. "To criticise financial planners belies the care that financial planners use in recommending a reverse mortgage ...

Super hype is working: AXA

... retirement, ranking them the second highest retirement savers in the world, just behind the US. Contrary to the notion that retirees spend their days traveling or gardening, AXA's study revealed they have embraced the digital age, choosing to spend more ...

Qld investors like it hot

NICK OLIVER | TUESDAY, 23 JAN 2007

... statistic is at odds with the portrayal of Queensland as Australia's answer to Florida as a place many southern state retirees flock to. However, it does assist in explaining the greater risk appetite," said Aviva research manager, Stuart Fechner. Age ...

ANZ to offer Over Fifty Group reverse mortgages

HAMISH MADDEN | TUESDAY, 19 DEC 2006

... very bright for the reverse mortgage industry. It is very quickly being accepted as a mainstream option for Australian retirees to consider." Martin, an advocate for the reverse mortgage sector, also said that the Financial Planning Association's (FPA) ...

New planners lack listening skills

HAMISH MADDEN | MONDAY, 11 DEC 2006

... planning industry has changed," she said. "Planners now focus on the investment and income needs of intending or existing retirees who are increasingly dependent on self-funded income streams in retirement."

ALP finally agrees to back Budget super reforms

ALEX DUNNIN | THURSDAY, 7 DEC 2006

... he is probably reluctant to allow himself to be manipulated into a debate about why the ALP was blocking tax cuts for retirees, so the decision is really no surprise.

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Federal Court lifts Merhi's travel ban

KARREN VERGARA | 12:25PM

Former financial adviser Ferras Merhi is now free to travel as the Federal Court lifted travel restraint orders imposed one year ago.

Hostplus delivers double-digit FY26 returns

RIDDHIMA TALWANI | 12:30PM

Hostplus Balanced (MySuper) option delivered members 10.8% for the financial year 2025-26, while the Indexed Balanced option and the High Growth option returned members 11.06% and 12.61% respectively.

ASIC levy estimates jump 19% as regulator ramps up funding

VINNY VUCAGO | 12:21PM

ASIC has lifted its estimated industry funding levy by almost 20% for 2025-26, with regulated entities expected to shoulder $400.5 million in regulatory costs as the corporate watchdog expands its supervision and enforcement activities.

GQG bleeds over US$7bn in FUM in June

MATTHEW WAI | 12:13PM

Despite recording positive investment performance, GQG Partners observed a significant outflow, with net outflows of $4.62 billion recorded in the month of June, as FUM slipped to $225 billion at June end, compared to $235.5 billion in the month prior.

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