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Showing 1 - 10 of 6454 results for "Retirement"

Vanguard fined US$106m for investors' massive tax bill

KARREN VERGARA | TUESDAY, 21 JAN 2025

... Exchange Commission (SEC) charged Vanguard US$106.4 million for "materially misleading" investors in the Investor Target Retirement Funds (Investor TRFs) about their future tax liabilities. The failings relate to Vanguard dropping the minimum initial ...

$3m super tax will level playing field: Australia Institute

KARREN VERGARA | TUESDAY, 21 JAN 2025

... our society, but worse, because the concessions allow the wealthy to reduce the tax they pay on their income before retirement, it means Australian taxpayers are in effect funding the retirement of the very wealthiest in the country," he said. Treasury ...

Grattan Institute renews calls for best-in-show super funds, partial annuitisation

KARREN VERGARA | MONDAY, 20 JAN 2025

... and allow retirees to spend their savings with confidence. The new report, Simpler super: Taking the stress out of retirement, suggests reforms that could help Australians boost their retirement income by $70,000. One is to implement the Productivity ...

Coalition members call for superannuation guarantee reform

ANDREW MCKEAN | FRIDAY, 17 JAN 2025

... kind of workers behind us who are saying they should have to beg for a pay rise, they should have to raid their own retirement to get a pay rise..." The Australian Council of Trade Unions (ACTU) responded to the Coalition members' comments, presenting ...

Super moves: Future Fund, QIC, Vanguard Super

ELIZABETH FRY | THURSDAY, 16 JAN 2025

... at Tibra Capital and a senior analyst at Russell Investments. Finally,Vanguard Super has added a former Australian Retirement Trust strategy chief and Sunsuper chief executive Teifi Whatley to the trustee board. Teifi Whatley brings more than 30 years ...

Top asset management trends for 2025

ANDREW MCKEAN | WEDNESDAY, 15 JAN 2025

... inorganically) larger, more local-looking product sets and business models." Meanwhile, while the widespread adoption of retirement income solutions "has been illusionary," new developments are "bringing this closer to reality." "Innovation has exploded ...

MUFG Pension & Market Services awards tech mandate

KARREN VERGARA | WEDNESDAY, 15 JAN 2025

MUFG Pension & Market Services (MPMS) has awarded Tata Consultancy Services (TCS) a mandate to help transform its retirement solutions business. The Memorandum of Understanding (MOU), in the new partnership, outlines joint initiatives in product development ...

Bennelong secures first trustee mandate

ELIZA BAVIN | TUESDAY, 14 JAN 2025

... available, including investor services and middle office operations. In December Bennelong refreshed its board following the retirement of chair Lincoln McMahon, with Campbell Fleming named as his successor. Fleming joined Bennelong with 35 years' experience ...

How to simplify super to get better retirement outcomes: Mercer

ANDREW MCKEAN | MONDAY, 13 JAN 2025

The superannuation system has lacked a clear direction for the provision of retirement outcomes, and while this is gradually changing, there remains a need to make it simpler for Australians, according to a Mercer report. The Australian retirement income ...

Vision Super to drop fees upon merger

ELIZA BAVIN | MONDAY, 13 JAN 2025

... strong performance. "Together, our long-term vision is building a sustainable fund with a focus on our members and their retirement outcomes." The $14 billion super fund flagged that for a period from the SFT date there will be some disruption to services ...

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HUB24 shutters Xplore Wealth MDA services

ANDREW MCKEAN

HUB24 plans to shut down its Xplore Wealth Managed Discretionary Account (MDA) services next year, with discussions underway with financial advisers to explore alternative options.

Ethical investment holdings double: CoreData

ANDREW MCKEAN

The number of high-net-worth (HNW), core affluent, and mass affluent investors holding ethical and sustainable investments has roughly doubled over the past year, according CoreData.

VanEck to launch 'next evolution' long short ETF

MATTHEW WAI

VanEck will list its first Australian equity long short ETF on the ASX, which aims to outperform the S&P/ASX 200.

Vanguard fined US$106m for investors' massive tax bill

KARREN VERGARA

The Securities and Exchange Commission (SEC) charged Vanguard US$106.4 million for "materially misleading" investors in the Investor Target Retirement Funds (Investor TRFs) about their future tax liabilities.

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Jenny Taing

Principal Solicitor

KHQ Lawyers

'Chameleon ETFs': Still groundbreaking and here to stay?

It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...

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Robert Talevski

Managing Director

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Tailored or off-the-shelf: What's right for your practice?

In the ever-evolving landscape of wealth management, financial advisers and investment professionals are faced with a multitude of choices when it comes ...

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Nathan Robertson

Chief Executive Officer

Alvia Partners

Five principles for successful family office investing

At the time of writing, Australian public companies were at the end of another round of reporting their half-yearly financial results. For investors and ...

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Robert De Dominicis

Chief Executive Officer

GBST

Mistaking financial literacy for retirement literacy

Many are unclear about how to transition from working life to retirement, particularly regarding their retirement savings and the options available to ...

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Kellie Wood

HEAD OF FIXED INCOME
SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED

Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.

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