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Showing 221 - 230 of 240 results for "Planning for"

RBC Dexia appointed fund admin for GS JBWere AM

HAMISH MADDEN  |  TUESDAY, 19 SEP 2006
... objective of broadening functionality, improving time to market, further improving our service offering for clients and planning for future growth. We selected RBC Dexia Investor Services based on its strategic and cultural alignment, its commitment ...

Age and marriage trigger retirement planning: AXA

A new study has found that most Australians only start to get serious about planning for their retirement when they hit 40 or when they get married. Investment and financial planning group AXA partnered up with the Macquarie Graduate School of Management ...

More reverse mortgage protections needed: Mariner

HAMISH MADDEN  |  TUESDAY, 4 JUL 2006
... from a recent Institute of Actuaries of Australia (IAA) roundtable, which cited the need for attention to proper planning for the industry and greater consumer protections as key concerns hanging over the equity release industry. Participants at the ...

Westpac FP launches $500k super campaign

... "The message is obviously relevant to all working Australians but more so for this target market because they are planning for, or are on the brink of, their retirement," said Kate McCallum, the group's head of advice offer and design. McCallum highlighted ...

Baby boomers set to live it up in retirement: CommBank

HAMISH MADDEN  |  THURSDAY, 18 MAY 2006
... revealed that 19 per cent of semi or fully retired Australians had no retirement savings and 44 per cent regretted not planning for retirement sooner. General manager of Commonwealth Financial Planning, Tim Gunning, said, "Unlike their parents, this ...

Super Budget benefits all around: AXA

HAMISH MADDEN  |  THURSDAY, 11 MAY 2006
... retirement savings strategies and options for individuals, in simplifying retirement plans and for improving succession planning for business, particularly for financial advice businesses. For business succession, particularly relevant to planners who ...

Telstra Super form alliance with Trust

KATE HAGE  |  THURSDAY, 20 APR 2006
... where a basic will would otherwise cost $330 we offer them for $275," he said. "We provide reasonably comprehensive planning for members, but some aspects were not catered for and we found we wanted our planning arm to offer more services. We would be ...

Seniors Week reminds planners to get in early

KATE HAGE  |  TUESDAY, 4 APR 2006
New South Wales Seniors Week, running from 2-9 April, has seen renewed calls for advisers to ramp up retirement planning for their clients, starting earlier and planning for longer. Financial services provider Asteron's head of technical services, Louise ...

ASIC launches TAP calculator

... be relevant for people who are expecting to receive a full or partial age pension in retirement. It will assist in planning for a retirement structure that will allow them to more easily satisfy income and assets tests. TAPs are 'complying income streams' ...

Financial Standard latest edition - out now

... readers' desks. What's inside? Cover story: Choice option to "stay". Brumbie: Super saving furphies. Special feature: Planning for the future of planning. Kate Hage investigates the critical issues facing today's financial planners. Includes Rainmaker's ...