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Showing 131 - 140 of 245 results for "Planning for"

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 ...

Cyber security not just an IT problem: ASIC

KERRIE SYDEE  |  WEDNESDAY, 14 SEP 2016
... occur. "We don't think it's a case of if there's a breach we think it's when there's a breach. We expect firms to be planning for that, asking what are the scenario testing and how are you going to be complying with your legal obligations. "As a regulator ...

Industry fund expands investment team by 74pct

DARREN SNYDER  |  MONDAY, 29 AUG 2016
... board recently approved the new investment strategy, something which executive Kristian Fok and his team have been planning for months. Three overarching investment themes will now drive the $34 billion fund, including: taking advantage of the long-term ...

Funeral bonds on the minds of advisers

DARREN SNYDER  |  MONDAY, 27 JUN 2016
... investment plan that solely accumulates funds towards the cost of one's funeral expenses. "The true value of pre-planning for funeral expenses shouldn't be underestimated, particularly in a nation with a growing population of grey nomads with a well-earned ...

State governments must divest energy networks: CEDA

DARREN SNYDER  |  WEDNESDAY, 15 JUN 2016
... three years. CEDA has identified 10 areas where action needs to be taken. "Key policy actions range from long term planning for infrastructure development and removing unnecessary regulation to initiatives to reduce the cost of childcare and the high ...

Advisers beware the uncomfortable truth of the ageing brain

MARK SMITH  |  FRIDAY, 13 MAY 2016
... there isn't the same stigma attached," said SSGA. "For most investors, however, there is psychological resistance to planning for cognitive decline, triggered by personal and potentially deep-seated issues, such as a fear of losing independence." Investors ...