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Showing 111 - 120 of 244 results for "Planning for"

Budget means Aussies can get more from retirement

HARRISON WORLEY  |  WEDNESDAY, 9 MAY 2018
... Budget. IOOF highlighted how Australians stand to benefit from changes to superannuation policy which would allow planning for a more sustainable retirement. IOOF head of technical services Martin Breckon highlighted how savings generated from policy ...

Women less prepared for retirement: BTFG

HARRISON WORLEY  |  MONDAY, 30 APR 2018
... critical issue that must be addressed in terms of helping them prepare for their financial future," Howes said. "We know planning for future finances can be daunting, but investment and particularly retirement savings are all the more important for women ...

Synchron appoints state manager

KARREN VERGARA  |  FRIDAY, 16 FEB 2018
... Australia and the Northern Territory in October last year. Regenass joined from AMP, where he was head of financial planning for the same region. He has held multiple positions at AMP and related entities, including as a state manager and practice development ...

Older Aussies failing to account for longevity risk

JAMIE WILLIAMSON  |  THURSDAY, 1 FEB 2018
... option," the report states. "Australians currently appear to be hoping for the best but will certainly need help in planning for the worst," McCallum writes. The study surveyed 5770 National Seniors members around Australia.

Lack of advice costing women in retirement

JAMIE WILLIAMSON  |  MONDAY, 22 JAN 2018
... a career break will retire with $283,141 less in superannuation. "Among those who took career breaks, the lack of planning for their superannuation is concerning, with only 10% of respondents consulting a financial adviser prior to their break, and just ...

ASIC puts corner-cutting advisers on notice

JAMIE WILLIAMSON  |  MONDAY, 22 JAN 2018
... expected by ASIC, the regulator said. In June 2017, the Finance Sector Union of Australia called out NAB Financial Planning for 'systemic and cultural issues' after it was revealed that a compliance review conducted in 2016 found one of its advisers ...

Soaring education costs require financial plan: Research

KARREN VERGARA  |  TUESDAY, 16 JAN 2018
... exceeding average house prices - a vital investment decision by any means. The Australian Scholarships Group (ASG) Planning for Education Index shows the rising costs of school fees, which skyrocketed 61% in the last decade, have dwarfed wage growth ...

REST rolls out its millennial pitch

EMMA RAPAPORT  |  FRIDAY, 8 DEC 2017
... offering greater access to rewards and incentives via our app, our members are empowered to play a more active role in planning for their future." "With more than half of our members under the age of 30, and three-quarters under 40, providing a 24/7 ...

Synchron adds to adviser network

KARREN VERGARA  |  WEDNESDAY, 6 DEC 2017
... addition to the team. AZ NGA's acquisition in November involved a share swap of 49% of equity in Dunsford Financial Planning for AZ NGA shares with a 10-year progressive buy-back agreement. Dunsford said at the time: "We've been looking for an equity ...

Synchron hires new state manager from AMP

ALEX BURKE  |  TUESDAY, 31 OCT 2017
... South Australia and the Northern Territory. Chris Regenass joins Synchron from AMP, where he was head of financial planning for the same region. He has held multiple positions at AMP and related entities, including as a state manager and practice development ...