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Showing 211 - 220 of 310 results for "Retirement planning"

RG146 "insufficient" on tax education: IPA

LAURA MILLAN  |  THURSDAY, 16 OCT 2014
... investments, savings mechanisms, estate planning, debt management, government benefits, insurance needs and retirement planning." The IPA proposed that advisers undertake a course on taxation law that includes contents on transition to retirement, taxation ...

Young adults know very little about super

MARK SMITH  |  TUESDAY, 7 OCT 2014
... their superannuation accounts or retirement. At the same time, their attitudes towards superannuation and retirement planning could best be described as worried and sceptical," Professor Ian Ramsay of The University of Melbourne who led the study said. ...

Mercer reveals confronting life expectancy research

MARK SMITH  |  TUESDAY, 19 AUG 2014
... fact, it is risky for policy makers, superannuation funds and individuals to use average life expectancy for retirement planning." "Living well beyond the average changes the goal posts for retirement planning - it obviously means you need to save more ...

Cbus and FPA sign adviser referral deal

LAURA MILLAN  |  WEDNESDAY, 23 JUL 2014
... services," he said. "The program is expected to encourage deeper engagement among members with their super and retirement planning," he added. FPA chief executive Mark Rantall said tha: ""these formal arrangements with Cbus give us an exciting insight ...

Super isn't working for us, say baby boomers

JAMES FERNYHOUGH  |  MONDAY, 2 JUN 2014
... Boomers lack confidence in the stability of the system, and aren't planning on using it as a major part of their retirement planning. Nearly two thirds estimate they will need to rely on the age pension to supplement their retirement income, highlighting ...

US fight over adviser fiduciary rules nears end

ALEX DUNNIN  |  THURSDAY, 17 APR 2014
... will undermine efforts by employers and service providers to educate workers on the importance of responsible retirement planning and that they are concerned that this proposal will limit investment choices and drive up costs for the individuals it is ...

CommInsure wins AFA/PFL Life Company of the Year

LAURA MILLAN  |  THURSDAY, 13 MAR 2014
... Challenger Long Term Income Stream Award: Challenger Annuity & Income Stream Innovation Award: Challenger (UNSW Retirement Planning Course) Client Service Awards Underwriting Team of the Year 2013 Award: Macquarie Life Claims Team of the Year 2013 Award ...

More Australians opt for advice through super

JAMES FERNYHOUGH  |  MONDAY, 10 FEB 2014
... would go to their super fund for advice. The number one motivation for people to seek financial advice was retirement planning. Speaking to an audience largely made up of advisers working for industry and not-for-profit super funds, Peker said the figures ...

netweath platform to host SSgA Retirement Solution funds

JAMES FERNYHOUGH  |  MONDAY, 14 OCT 2013
... retirement, active retirement; and retirees aged 80 plus. The portfolios are expected to be used both for specific retirement planning but also by investors wanting a tangible absolute return stream as they incorporate a tactical and dynamic asset allocation ...

Zenith rates NSW Annuity Bonds 'recommended'

ALEX DUNNIN  |  MONDAY, 14 OCT 2013
... Waratah Annuity Bond "should be treated as a way to supplement income and used as part of a holistic approach to retirement planning rather than a singular solution".