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Showing 131 - 140 of 297 results for "Retirement Planning"

When aged care advice takes an emotional toll

KARREN VERGARA  |  TUESDAY, 13 NOV 2018
... she said. Also presenting at the event, Elders Financial Planning financial adviser Wayne Fenton spoke about retirement planning strategies to help clients navigate through a "minefield of issues." One strategy some advisers overlook is increasing clients' ...

Maximising retirement planning in an era of volatility

KARREN VERGARA  |  MONDAY, 12 NOV 2018
Helping financial advisers find the best solutions and strategies for Baby Boomers, who own more than half of Australia's wealth, in an era of uncertainty underscored this year's Financial Standard Best Practice Forum on Retirement Income. Speaking ...

Industry fund, IRESS begin automated advice journey

DARREN SNYDER  |  TUESDAY, 30 OCT 2018
... Truong said the self-directed online advice tool "will suit members who want to understand more about their retirement planning journey and identify the options they can control or change." "It is also a very useful tool for those members who are considering ...

Retirement planning gets a recession check

KANIKA SOOD  |  MONDAY, 29 OCT 2018
As talks about a global recession grow louder, financial advisers and investors are repositioning their clients' nest eggs against a market crash or an economic slowdown. In the past fortnight, a JPMorgan quantitative model predicted a 60% chance ...

Retirement planning is a personal responsibility

HARRISON WORLEY  |  FRIDAY, 27 JUL 2018
Twenty-five years since the beginning of compulsory employer superannuation, Australians are beginning to understand having enough money for retirement is up to their own planning, according to a new report. Latest State Street Global Advisors research ...

US giant acquires Aussie super consulting business

ALEX BURKE  |  FRIDAY, 15 JUN 2018
... and asset protection, investment and portfolio administration, business risk insurance, estate planning and retirement planning.

Aussie retirement confidence dropping

HARRISON WORLEY  |  WEDNESDAY, 6 JUN 2018
... from 5.2% to 5.0%. Clancy added government and business have a role to play in encouraging active interest in retirement planning. "Industry leadership is vital to help build confidence. Government and businesses have an important role to play in encouraging ...

Retirement income rules boost annuities: Challenger

ALEX BURKE  |  WEDNESDAY, 9 MAY 2018
... the means test rules will allow retirees to consider a wider range of retirement income products in their retirement planning. For example, deferred lifetime annuities provide an important new option, giving retirees confidence to spend their savings ...

Budget means Aussies can get more from retirement

HARRISON WORLEY  |  WEDNESDAY, 9 MAY 2018
... using the extra income from tax cuts implemented in the Budget to boost retirement savings. "As specialists in retirement planning we would also encourage working Australians to consider putting the extra income they will receive from tax cuts into their ...

Labor's imputation credit reform cops industry backlash

KARREN VERGARA  |  WEDNESDAY, 14 MAR 2018
... to the ATO, the ASA said. ASA chief executive Judith Fox said: "The potential for ongoing tweaking throws retirement planning into disarray. Both parties need to sit down and comprehensively evaluate the tax and superannuation system so that self-funded ...