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Showing 121 - 130 of 240 results for "Planning for"

Henry Morgan creates new global LIC

ALEX BURKE  |  FRIDAY, 12 MAY 2017
... go long or short equities and use leverage where the investment manager considers it appropriate." Henry Morgan is planning for a priority allocation for John Bridgeman and Henry Morgan shareholders.

Couples can benefit more than singles in SMSFs

EMMA RAPAPORT  |  TUESDAY, 14 FEB 2017
... are starting to focus on it now because the SG system is getting more mature. Super is now just part of families planning for everything these days." Le Greca notes some additional saving which can be made by couples outside of SMSFs include couple contribution ...

Real assets courting insto appetites in 2017

ALEX BURKE  |  FRIDAY, 3 FEB 2017
... interest in real estate, with 47% of investors surveyed intending to increase their allocations here and only 9% planning for a decrease. In the alternatives space, nearly half (48%) of investors said they would increase their allocations to private ...

NAB makes key advice appointments from AMP

ALEX BURKE  |  FRIDAY, 27 JAN 2017
... head of client experience and advice development. Both join NAB from AMP. Gregory was previously head of financial planning for AMP Financial Planning and Hillross Financial Services; he is also a director at Peoplecare Health and the Youth Insearch ...

Severe inadequacies in retiree portfolios: VicSuper

ALEX BURKE  |  MONDAY, 9 JAN 2017
... funds are looking into ways of making the system more sustainable, we all have individual responsibility to start planning for retirement sooner rather than later, researching how long we can expect to live and setting our expectations for our lifestyle ...

Top 10 superannuation stories in 2016

STAFF WRITER  |  WEDNESDAY, 21 DEC 2016
... board recently approved the new investment strategy, something which executive Kristian Fok and his team have been planning for months. 4. NAB merger creates largest retail super fund NAB announced in July it would merge five of its super funds into ...

SMSF satisfaction belies uncertainty

ALEX BURKE  |  FRIDAY, 16 DEC 2016
... is the majority of respondents (66%) who had either yet to plan, had only started thinking about or just started planning for retirement; 75% felt they would need to at least partially depend on an alternate source of income (such as the Age Pension) ...

Education alliances to drive growth: FPA

JAMIE WILLIAMSON  |  THURSDAY, 24 NOV 2016
... the people that you hire in your offices, the partners in your businesses and cast consideration over succession planning for the next generation of people to serve Australians," De Gori told delegates in his opening address yesterday. He said the key ...

Investment bonds key to secure retirement

JAMIE WILLIAMSON  |  THURSDAY, 6 OCT 2016
... legislation reveals that making additional contributions to super may no longer be the best option for many when planning for their retirement. Wealthy savers in danger of exceeding the $1.6 million tax free pension caps should review their tax effective ...

Advisers welcome super changes but need stability

KERRIE SYDEE  |  FRIDAY, 16 SEP 2016
... clients' point of view, the one change that really annoyed them was that lifetime limit. The fact that they had been planning for retirement based on getting bigger amounts in and then suddenly the policy would look retrospectively. From that point of ...