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Showing 111 - 120 of 348 results for "Baby Boomer"

What the 2018 Budget means for you

DARREN SNYDER  |  TUESDAY, 8 MAY 2018
More changes to Australia's $2.6 trillion superannuation system, additional funding to the nation's financial services regulators, personal tax cuts and additional pensioner benefits are the major talking points of Budget 2018. The 2018 Budget is arguably ...

Baby boomers receive $259 million, pension work bonus lifted

KANIKA SOOD  |  TUESDAY, 8 MAY 2018
... to trim their pension payments. The 2018 Budget initiative formed part of Treasurer Scott Morrison's $258.6 million baby boomer package. This is an increase of $50 a week or $1300 a year from the current limit. For the first time, self-employed retirees ...

Baby boomers unprepared for wealth transfer: Australian Unity

HARRISON WORLEY  |  FRIDAY, 27 APR 2018
... mutual companies. Referencing an ING report from 2016, Australian Unity said $2.4 trillion will be passed down from the baby boomer generation, which makes it the largest ever intergenerational transfer of wealth of its kind. According to the mutual ...

Millennials faring well financially: BTFG

HARRISON WORLEY  |  MONDAY, 23 APR 2018
The latest research report from BT Financial Group highlights Australian millennials as most optimistic about their future, despite the rising costs of living. According to BT's research, millennials have bucked myths often associated with the generation ...

SMSFs ceding ground to direct investors in the ETF market

ALEX BURKE  |  WEDNESDAY, 14 MAR 2018
Direct investors' share of the ETF market is increasing, largely driven by a growing interest from the millennial contingent, according to Investment Trends and BetaShares research. The research found that while SMSF investors remain a key market for ...

Copia appoints new CFO from Mutual Trust

ALEX BURKE  |  MONDAY, 19 FEB 2018
Copia Investment Partners has appointed a new chief financial officer. Michael Voskresensky joins Copia from Mutual Trust, where he spent 12 years. His most recent role there was general manager - finance, and during his tenure Voskresensky had oversight ...

O'Dwyer proposes TRIS changes

KARREN VERGARA  |  TUESDAY, 13 FEB 2018
The Federal Government is pushing for reversionary transition to retirement income streams (TRIS) to be paid to an eligible dependent upon a death, regardless if a condition of release is met. Minister for Revenue and Financial Services Kelly O'Dwyer ...

Super funds that embrace change will prevail: DST

ALEX BURKE  |  TUESDAY, 30 JAN 2018
Latest research from DST Systems suggests super funds that facilitate dynamic and flexible partnerships with insurers will be best-poised to take advantage of Australia's $2.7 trillion pension holding - recently rated by Willis Towers Watson as the ...

Advice group solidifies Gen-Y positioning

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JAN 2018
The future of financial advice will be built around businesses which cater to niche markets, leading to more advisers joining boutique planning groups. This is the view of Wealth Enhancers co-founder and chief investment officer Finn Kelly. The firm ...

REST rolls out its millennial pitch

EMMA RAPAPORT  |  FRIDAY, 8 DEC 2017
Australia's leading millennial superannuation fund is rolling out its latest weapon in the fight for millennial super with the launch of a mobile app. The new REST Industry Super app gives members to access to information about their super and tells ...