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Showing 1611 - 1620 of 7203 results for "Retirement"

Negative wholesale funds market growth continues

ANDREW MCKEAN  |  WEDNESDAY, 8 FEB 2023
... products. Managed accounts also showed resilience, with a FUA decrease of 0.6%. Meanwhile, investment wraps retraced 4%, retirement platforms 5%, and personal super by 8%. IOOF was again the platform market leader with $143 billion FUA with an 18.5% ...

Treasury releases Quality of Advice Review final report

CASSANDRA BALDINI, JAMIE WILLIAMSON  |  WEDNESDAY, 8 FEB 2023
... advice to their members about their interest in the fund, the final report reads. This would include transition-to-retirement advice. Trustees would be free to decide how to charge their members for that advice, and restrictions on collective charging ...

Private equity still hot: State Street

CHLOE WALKER  |  TUESDAY, 7 FEB 2023
... phase where they haven't yet reached maturity, and a lot of their members are needing to take money out through retirement. "That's a real driving force from a super fund perspective - the ability to match the time horizon of members to the investment ...

Vanguard Super head resigns

CHLOE WALKER  |  TUESDAY, 7 FEB 2023
... developing a superannuation fund which encapsulates Vanguard's decades of expertise and experience in managing retirement savings to deliver on our mission to reshape super for the benefit of Australians and provide financial peace of mind." He added ...

The self-funded retiree is a misnomer: Institute

JAMIE WILLIAMSON  |  MONDAY, 6 FEB 2023
... tax loopholes." He said that there's no pressure being taken off the budget in terms of providing for Australians' retirement, but "it certainly is providing a lucrative tax avoidance facility for multimillionaires." According to the ATO, there's just ...

Maple-Brown Abbott veteran leaves after 27 years

CHLOE WALKER  |  MONDAY, 6 FEB 2023
After almost three decades at the investment firm, head of Asia Pacific equities Geoff Bazzan has announced his retirement. "I have made the difficult decision to leave the business, and will transition out over the next several months, finishing on ...

Mercer proposes superannuation tax overhaul

ANDREW MCKEAN  |  MONDAY, 6 FEB 2023
... more Australians, and especially lower-income earners and women, can enjoy a better and financially-secure life in retirement." Further, Mercer's Super tax reform leading to fairer outcomes report highlighted three key benefits of its proposals. The ...

All financial advice should be tax deductible: FPA

CASSANDRA BALDINI  |  FRIDAY, 3 FEB 2023
... community, with Australians becoming more financially literate and better able to support themselves, especially during retirement," it argued. Acknowledging the provision of tax deductibility for fees associated with the preparation of an initial financial ...

APRA outlines 2023 super priorities

CHLOE WALKER  |  THURSDAY, 2 FEB 2023
... APRA is focused on rectifying sub-standard practices, eradicating unacceptable performance, and influencing improved retirement outcomes. That's according to its 2023 supervision priorities, released today. It said it's all part of holding trustees to ...

Stop penalising women: HESTA

CASSANDRA BALDINI  |  WEDNESDAY, 1 FEB 2023
... their super savings while an aged care professional with two children could see her super get an additional 4.2% at retirement. Meanwhile, a mother with two children who is working in the community services industry could retire with up to 7.1% more ...