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Showing 141 - 150 of 159 results for "Transition to retirement"

BT Financial and Westpac launch all-in-one super

MICHAEL HOBBS  |  TUESDAY, 30 OCT 2007
... Financial Group, said. The fund offers three different account choices including a savings, retirement and transition to retirement fund. According to Coombe, the fund contains no hidden, commission, establishment, contribution, withdrawal, termination ...

Transition to retirement still a mystery

MICHAEL HOBBS  |  MONDAY, 29 OCT 2007
More education is needed to ensure those approaching retirement age don't overlook the benefits of transition to retirement (TTR) strategies, according to Doug Webber, Macquarie private wealth national practice manager. During Macquarie's private wealth ...

Mercer opens new TAP

CHRIS NICHOLLS  |  THURSDAY, 18 OCT 2007
Mercer Wealth Solutions has launched a new transition to retirement allocated pension, offering investors a range of advice and education extras on top of their regular investment services. The product will offer 34 investment options across several ...

Pre-retirees map out uncertain future: FSS

MICHAEL HOBBS  |  WEDNESDAY, 5 SEP 2007
... their membership is over the age of 50." "This gives us a much clearer idea of likely demand for our Transition to Retirement Income Stream (TRIS), which was developed with such people in mind following the introduction of Federal Government's transition ...

AMP SignatureSuper gets personal

ALEX DUNNIN, MICHAEL HOBBS  |  TUESDAY, 4 SEP 2007
... $20,000. "SignatureSuper members who have reached preservation age also have the option to conveniently transition to retirement through receiving a regular income stream from their superannuation while still working," Healy said. The Personal Allocated ...

Hip to be outside the square

ALEX DUNNIN  |  THURSDAY, 9 AUG 2007
... said. Bernays said you can also be much more lateral in how you create member services. "We've created a transition to retirement product, we've established a relationship with Switzer Financial Services, and Manchester Unity gives us a great deal on ...

AustralianSuper presents pension made easy

HAMISH MADDEN  |  TUESDAY, 31 JUL 2007
... including a seamless transition from super to pension for existing members, low fees, online account access, transition to retirement option and flexible payment options. "One of the main reasons for creating AustralianSuper was to be able to provide ...

Corp funds still unfazed by choice: Deloitte

ALEX DUNNIN  |  TUESDAY, 17 JUL 2007
... responding to the recent superannuation tax reforms will also be important, for example, in offering transition to retirement structures. "This is a key threat to member retention and hence the longevity of the remaining funds." The Deloitte survey found ...

MLC builds flexibility into MasterKey

HAMISH MADDEN  |  THURSDAY, 7 JUN 2007
... at the same time allow flexible management of funds and transfer between super to pension accounts. "Transition to retirement strategies are going to be one of the biggest focus areas for financial advisers in the next few years and we have built our ...

Centric to improve the health of doctors

HAMISH MADDEN  |  MONDAY, 14 MAY 2007
... Many owned homes and "lifestyle assets", said Cooke, but these alone were not enough to ensure a smooth transition to retirement, short of selling them. "While lifestyle choices have always been the focus of many doctors, they simply haven't built up ...