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Showing 151 - 160 of 500 results for "Baby"

New fund to invest in "clean disruption" tech

KANIKA SOOD  |  TUESDAY, 14 AUG 2018
... AtlasTrend Online Shopping Spree Fund has returned 13.86%, the AtlasTrend Big Data Big Fund has hit 12.36% while the Splurging Baby Boomers Fund has hit 4.07% in annualised returns to July end since its November2015 launch.

Wealthier Aussies seeking advice

JAMIE WILLIAMSON  |  WEDNESDAY, 18 JUL 2018
... those earning more than $130,000 (55.1%) are far more likely to seek financial advice. The next most likely demographic is baby boomers (18.5%), followed closely by over-50s (16.6%) and pre-boomers (15.8%). This is followed up by those in the AB Socio ...

What the 2018 Budget means for you

DARREN SNYDER  |  TUESDAY, 8 MAY 2018
... they live. From 1 July 2019, new Age Pension means testing rules will also be introduced for pooled lifetime income streams. Baby boomers were also a beneficiary from the Budget. Under Scott Morrison's proposed $259 million package, working baby boomers ...

Baby boomers receive $259 million, pension work bonus lifted

KANIKA SOOD  |  TUESDAY, 8 MAY 2018
Working baby boomers who also receive age pensions will now be able to earn up to $300 a fortnight before the Government starts to trim their pension payments. The 2018 Budget initiative formed part of Treasurer Scott Morrison's $258.6 million baby ...

Baby boomers unprepared for wealth transfer: Australian Unity

HARRISON WORLEY  |  FRIDAY, 27 APR 2018
... oldest mutual companies. Referencing an ING report from 2016, Australian Unity said $2.4 trillion will be passed down from the baby boomer generation, which makes it the largest ever intergenerational transfer of wealth of its kind. According to the ...

Millennials faring well financially: BTFG

HARRISON WORLEY  |  MONDAY, 23 APR 2018
... older generations to rely on professionals when making wealth management decisions, compared to the 26% of Gen X and 24% of Baby Boomers. Millennials are also attempting to protect against more volatile times, with 51% having saved the income of at least ...

Chief economist update: Let's talk about oil baby

BENJAMIN ONG  |  WEDNESDAY, 11 APR 2018
The Middle Kingdom's supremo, Chinese President Xi Jinpeng, sent equity markets on the up and up. Instead of talking tough and raising the ante on the brewing trade war with the US, Xi announced the opposite. In his speech at the Boao Forum for Asia ...

SMSFs ceding ground to direct investors in the ETF market

ALEX BURKE  |  WEDNESDAY, 14 MAR 2018
... those who currently use or intend to use ETFs in the coming year, 38% were millennials, followed by generation X (32%) and baby boomers (27%). Similarly, the average age of an ETF investor five years ago was 56, while those investing within the last ...

Copia appoints new CFO from Mutual Trust

ALEX BURKE  |  MONDAY, 19 FEB 2018
... risk-controlled way. This is to ensure that investors have more for longer. "We are entering an era where people, largely ageing baby boomers, will redefine their investment needs and will demand a different investment approach. Investors approaching ...

O'Dwyer proposes TRIS changes

KARREN VERGARA  |  TUESDAY, 13 FEB 2018
... Rainmaker technical services manager Chris Chow says what was once a cornerstone of tax minimisation strategies for wealthy baby boomers, the changes to the concessional tax treatment of a TRIS has significantly changed the financial advice landscape. ...