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Showing 1261 - 1270 of 1358 results for "Retiree"

CPA Australia and SEQUAL team up

HAMISH MADDEN  |  WEDNESDAY, 28 MAR 2007
Accounting body CPA Australia has worked with the Senior Australians Equity Release Association of Lenders (SEQUAL) to develop a new guide for members who are advising clients on reverse mortgages. Kath Bowler, CPA Australia financial planning policy ...

Equity lenders prepare to take on reverse mortgages

WWW.THESHEET.COM  |  WEDNESDAY, 14 MAR 2007
Shared equity lenders are preparing for a turf war with reverse mortgage lenders for the retiree equity release market. The first non-government shared equity loan, Rismark's equity finance mortgage, is being marketed at this stage to first home buyers ...

Lock up your gains: AUI

The recent share market volatility should serve as a reminder to investors, particularly those approaching retirement, to adequately protect their investments, said David Bryant, head of Australian Unity Investments. Bryant said people about to retire ...

CalPERS pre-empts healthcare funding crisis

... The $300 billion California Public Employees' Retirement System (CalPERS) fund has launched the California Employers' Retiree Benefit (CERB) trust fund this month. Eligible employers who outsource their 'employee benefits plan' to CalPERS can make regular ...

38 per cent of US retirees like reverse mortgages

ALEX DUNNIN  |  TUESDAY, 6 MAR 2007
A survey by global consulting firm McKinsey & Co has found that US baby boomers will be forced to retire far sooner than they had hoped while having too little in retirement savings and holding unrealistic expectations about how they will finance it. ...

Super funds could offer transaction banking

WWW.THESHEET.COM  |  MONDAY, 19 FEB 2007
Super funds will have much greater scope to offer financial services and even transaction banking facilities to their retired members under the Simplified Super changes announced in last year's Budget. The abolition of taxes on super benefits, both ...

SEQUAL defends advisers on reverse mortgages

NICK OLIVER  |  WEDNESDAY, 14 FEB 2007
The Senior Australians Equity Release Association of Lenders (SEQUAL) has hit back at claims made by the Members Equity Bank that advisers will sell reverse mortgages in order to pocket the commission. Kieren Dell, SEQUAL executive director, responded ...

Super hype is working: AXA

A growing number of Australians are becoming super-savvy, according to the latest AXA Retirement Scope study. The study found that 34 per cent of working Australians, compared to around half that a year ago, now have a "good idea" of their projected ...

Clearview cracks $1.65b mark

NICK OLIVER  |  MONDAY, 5 FEB 2007
... product and administration at Clearview. Clearview has grown its platform largely through targeting the mass affluent retiree market. "We target the 55-plus age bracket, people with around $200,000 to invest. We have noticed a white space in that particular ...

Qld investors like it hot

NICK OLIVER  |  TUESDAY, 23 JAN 2007
Queenslanders have the biggest appetite for risk when it comes to investing, according to research undertaken by Aviva. The research was based on inflows into the Navigator platform on a state by state basis. Queensland investors had the highest risk ...