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Showing 1601 - 1610 of 7410 results for "Retirement"

Should wealthy Aussies use super to fund aged care?

ANDREW MCKEAN  |  THURSDAY, 3 AUG 2023
... ABC interview, Jones said: "It's a conversation we've got to have. The purpose of superannuation is to provide for retirement income and of course, you know, those last stages in a person's life has got to be taken into account in this." Earlier ...

Trust trumps product advice: Research

ANDREW MCKEAN  |  THURSDAY, 3 AUG 2023
The Art of science and trust research, commissioned by the Australian Retirement Trust, has found that clients value trust and simplicity more than product and investment advice when dealing with financial advisers. The research found that when measuring ...

Capital Partners acquires Partnership Wealth Management

CHLOE WALKER  |  WEDNESDAY, 2 AUG 2023
... Management director Andrew White retires. "I've spent many years helping people retire, so when it came to my own retirement, the most important consideration was to find a sustainable and professional home for my clients to continue receiving advice," ...

AZ NGA acquires stake in Sydney advice firm

CASSANDRA BALDINI  |  MONDAY, 31 JUL 2023
... its growth and expansion endeavours. Based in North Sydney, Foster Raffan iPlan specialises in wealth management and retirement planning and is led by principals Daniel Molesworth and Robert Wood. Its establishment came in mid-2021, resulting from the ...

Aware Super details new term deposit option

JAMIE WILLIAMSON  |  MONDAY, 31 JUL 2023
... making use of these concessions. There's a very real risk that a significant group of Australians is saving for retirement in part outside the super system, using bank-issued term deposits to do so, and inadvertently missing out on these benefits," ...

Russell Investments reports super returns up to 13.5%

ANDREW MCKEAN  |  FRIDAY, 28 JUL 2023
... members benefit from a focus on long-term growth, resulting in higher exposure to growth assets. As members approach retirement, the emphasis shifts to more defensive assets, balancing risk. Russell Investments head of master trust and superannuation ...

VFMC chair to retire

JAMIE WILLIAMSON  |  FRIDAY, 28 JUL 2023
... extremely fortunate to have benefited from James' extensive commercial understanding and governance experience." Upon his retirement, Lisa Gay will take over as chair of the VFMC board in an acting capacity. She is currently deputy chair. "Lisa is a ...

New product lead at Equip Super

ELIZABETH FRY  |  FRIDAY, 28 JUL 2023
... superannuation comes amid mounting concerns that super funds aren't doing enough to help their members move into retirement. The prudential regulator and corporate cop last week complained about their lack of urgency in offering robust retirement ...

BTR may create generation of tenants: Podcast

CASSANDRA BALDINI  |  THURSDAY, 27 JUL 2023
... out of property," he said. "Are super funds now just creating a generation of tenants and not enabling property in retirement? "The BTR model has got a lot of attraction because it's got a track record, and there's comfort. But I think it's ...

Aware Super, Challenger partner for DB solution

JAMIE WILLIAMSON  |  WEDNESDAY, 26 JUL 2023
... from investment, inflation and longevity risks and locking in future cash flows, providing greater certainty to their retirement income," he said. "It is a win for all our stakeholders: for the defined benefit pension members - primarily from the Victorian ...