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Showing 181 - 190 of 310 results for "Retirement planning"

A former PM, a Harvard professor and an adventurer to headline AFA conference

KERRIE SYDEE  |  FRIDAY, 9 SEP 2016
... passionate about making retirement a positive experience for all Australians. Her research focuses on promoting retirement planning and identifying predictors of retirement adjustment for retirees. Earl will be involved with the plenary session with ...

Bentleys NSW takes the leap into financial planning

KERRIE SYDEE  |  MONDAY, 8 AUG 2016
... "Our clients are often seeking support and guidance to navigate the complex landscape of superannuation and retirement planning. We want to be part of their journey, working with our clients as one unified team. The sooner we start planning together ...

Super funds struggling as member engagement decreases

ALEX BURKE  |  MONDAY, 8 AUG 2016
... industry needs to reshape the conversation they're having with younger members to recognise that phrases like 'retirement planning' aren't going to get the cut through they need to convince younger members that super is a viable investment for them in ...

AZNGA subsidiary acquires adviser firm

KERRIE SYDEE  |  FRIDAY, 5 AUG 2016
... and has over $212 million in funds under advice (FUA). DFA provides a range of advisory services including retirement planning, investment insurance, SMSF, estate planning and strategic financial planning advice. The firm also has a strong corporate ...

AZ NGA acquires $130m Brisbane practice

ALEX BURKE  |  TUESDAY, 2 AUG 2016
... established by Stephen Bell, Lyn Bell and Chris Shiels in 2007. It provides advice on wealth accumulation, retirement planning, insurance and strategic planning. As part of the acquisition, AZ NGA has implemented its now-standard share swap of 49% of ...

ATO resource targets illegal pension schemes

MARK SMITH  |  THURSDAY, 28 JUL 2016
... has launched a new initiative aimed at educating advisers and pre-retirees about the potential pitfalls of retirement planning schemes. Super Scheme Smart - which forms part of the ATO's broader focus on tax avoidance schemes - provides tailored information ...

BDO appoints super partner

DARREN SNYDER  |  TUESDAY, 5 JUL 2016
... advisory firm BDO has hired an industry specialist for a newly created role recognising the importance wealth and retirement planning will play in its business. Joining BDO as a partner this week is superannuation specialist Mark Wilkinson. He will head ...

UniSuper creates member comparison tool

DARREN SNYDER  |  WEDNESDAY, 29 JUN 2016
... UniSuper is further tapping in to the superannuation industry's increasing demand for financial advice and retirement planning by launching an online member comparison tool. Going live at UniSuper this week, the Compare me tool allows fund members to ...

Energy Super hires three general managers

MARK SMITH  |  FRIDAY, 10 JUN 2016
... seeing continued growth in each area of the fund." Energy Super is a $6 billion industry super fund providing retirement planning solutions to its 48,000 members across Australia, predominantly in the energy sector.

Self-employed missing super savings

DARREN SNYDER  |  TUESDAY, 31 MAY 2016
... opportune time for all, particularly those who are self-employed, to assess where they are in terms of their retirement planning, where they want to get to and how to save enough money to get there," Vamos said. Additional statistics: Almost a quarter ...