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Showing 211 - 220 of 297 results for "Retirement Planning"

Former ING DIRECT BDM joins EBX

MARK SMITH  |  THURSDAY, 4 JUL 2013
... experience in the financial services industry in roles in developing and distributing structured products, retirement planning, small business consulting, financial planning, practice development and superannuation. Ibbotson holds a degree in Industrial ...

Endowment bond product frees SMSFs to add risk

MARK SMITH  |  THURSDAY, 27 JUN 2013
... that has a fixed date such as school fees, a holiday or a large purchase, we see the greatest application in retirement planning," said Duchesne. "The problem with non-outcome based investments is the risk of having to drawdown at the worst possible ...

BT launches adviser website and app

JAMES FERNYHOUGH  |  MONDAY, 17 JUN 2013
... place. BTAS gives access to technical information and advice in areas such as superannuation, social security, retirement planning, tax aged care and estate planning. "BTAS really puts everything a planner needs at their fingertips," head of practice ...

ASIC releases draft super benefits calculator guidelines

ALEX DUNNIN  |  WEDNESDAY, 20 MAR 2013
... protection they will grant if fund promoters follow the guidelines. The clarification has become necessary as retirement planning becomes more central to superannuation and members increasingly focus on trying to understand the likely income levels their ...

What Stronger Super?

BEN COLLINS  |  TUESDAY, 26 FEB 2013
... superannuation funds all have an important role to play in educating working Australians about financial and retirement planning, which will be a fundamental step in trying to combat the looming retirement funding crisis," said Anderson. A nationally-representative ...

New Melbourne manager for Centric Wealth

BEN COLLINS  |  WEDNESDAY, 6 FEB 2013
... planning professional since 1995 and has been with Centric Wealth since 2004, advising clients in all areas of retirement planning, wealth creation, portfolio construction and superannuation. She had held a number of senior roles at Centric Wealth. Prior ...

Energy Super makes two senior appointments

MARK SMITH  |  FRIDAY, 7 DEC 2012
... relationships manager respectively. With $4 billion in funds under management, industry fund Energy Super provides retirement planning solutions to 48,000 members across Australia. Judd has more than seven years' experience in investment management and ...

Two boutiques merge to target SMEs

MARK STORY  |  MONDAY, 19 NOV 2012
... advising both private clients and small to medium size (SME) businesses and Ellingworth's specialist skills in retirement planning, the new practice plans to specialise in retirement, risk insurance, business succession, superannuation, and wealth accumulation. ...

Consumers clueless on retirement: Bateman

MARK STORY  |  THURSDAY, 15 NOV 2012
... and spending, Bateman advised delegates that Australians' low financial skills are reflected in insufficient retirement planning. What's concerning, added Bateman is the two thirds of the Australian population who don't do any additional retirement saving ...

Govt overhauls aged care

ELISE BURGESS  |  FRIDAY, 20 APR 2012
... perspective, this switch to a user pays model further highlights the need for aged care to be factored into retirement planning. "Retirement plans therefore need to both provide income for the type of active retirement sought, as well as the potential ...