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Showing 1631 - 1640 of 7203 results for "Retirement"

Pensioner work bonus top of mind for advisers

CHLOE WALKER  |  TUESDAY, 17 JAN 2023
... Howard warned. Howard added that the ability to make up $300,000 in downsizer contributions to super tax-free can boost retirement savings significantly. However, as part of retirement planning, clients who are receiving an Age Pension, or expecting ...

Future looking bright for advice: Survey

CHLOE WALKER  |  TUESDAY, 17 JAN 2023
... were managing to provide a greater number of services to a larger percentage of their clients in areas such as tax, retirement and insurance planning. Commenting on these findings, Dimensional Australia client group co-head Nathan Krieger said: "Part ...

Strengths and weaknesses in DC systems: Comparison

ANDREW MCKEAN  |  FRIDAY, 13 JAN 2023
... Committee of the Defined Contribution Institutional Investment Association (DCIIA) forum, Ernst & Young global pension and retirement leader Josef Pilger said the US system's greatest advantage is its large scale. "It [the US defined contribution ...

Best performing MySuper investment option named

ANDREW MCKEAN  |  THURSDAY, 12 JAN 2023
... Super High Growth at 6%. Rounding out the top 10 were Active Super High Growth, Aware Super High Growth, Australian Retirement Trust Lifecycle Balanced Pool, Australian Super Balanced, GuildSuper MySuper, Vision Super Balanced Growth and SA Metropolitan ...

Aware Super, Goldman Sachs, Bank of America back Xpansiv

ANDREW MCKEAN  |  THURSDAY, 12 JAN 2023
... pledges, lower costs and improve ESG benchmarks," he said. "We see this investment opportunity as a win for our members' retirement income stream, a win for the communities in which they live, work and retire, and a win for corporates around the world ...

ART, Macquarie, PGGM partner on portfolio acquisition

ANDREW MCKEAN  |  WEDNESDAY, 11 JAN 2023
Australian Retirement Trust (ART), Macquarie Asset Management and the PGGM Infrastructure Fund have backed a Macquarie AirFinance acquisition. Macquarie AirFinance secured a US$2.2 billion portfolio from Aviation Lease and Finance Company (ALAFCO). ...

Prime Super appoints new board directors

ANDREW MCKEAN  |  WEDNESDAY, 11 JAN 2023
... with my fellow directors, I look forward to working with Gemma and Bev in the years ahead as we manage the hard-earned retirement savings of more than 135,000 members from the agriculture, recruitment, healthcare, aged care, education and other industries," ...

Australians neglecting their retirement: Super fund

CASSANDRA BALDINI  |  WEDNESDAY, 11 JAN 2023
... investing, the study suggests there are "gaping holes" in general knowledge when it comes to banking superannuation away for retirement," said Cameron. The study further revealed that people fit into three distinct categories when it comes to superannuation ...

ASIC confirms advisers can offer home equity access guidance

ANDREW MCKEAN  |  TUESDAY, 10 JAN 2023
... clarified that the Centrelink Home Equity Access Scheme isn't a credit product, allowing advisers to include it in retirement plans. Responding to an inquiry by Capital Advisory financial planner Michael Miller, ASIC said the operation of the Scheme ...

Managed accounts dominated by SMAs

ANDREW MCKEAN  |  WEDNESDAY, 21 DEC 2022
... are growing rapidly while other platform segments such as regular retail personal and corporate superannuation and retirement platforms are being constrained by the widespread disruption and heightened competition that the platform market is experien ...