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Showing 231 - 240 of 297 results for "Retirement planning"

Advisers missing retirement planning bonanza

ALEX DUNNIN  |  MONDAY, 27 JUN 2011
... pre-retirees anyway, reveals new research from Roy Morgan. The results are contained in the latest Roy Morgan Retirement Planning Report that was released as part of the researcher's Insight Series. It shows that while half of all Australians with superannuation ...

High net worth clients being under advised

ELISE BURGESS  |  THURSDAY, 21 APR 2011
... when it looked at investors' relationships with their firm and adviser. The key under serviced areas were retirement planning, tax strategies and estate planning with investors usually following self-directed investment strategies though online brokerages. ...

Accountants attack planners over naming rights

ALISON BEVEGE  |  THURSDAY, 21 APR 2011
... defined like "stockbroker" or "insurance broker" as it covers broad areas such as tax, government benefits and retirement planning, where advice can also be provided by accountants and lawyers. Financial planners had been trying to stake out a segment ...

LUCRF selects Provisio

MATT WOODINGTON  |  FRIDAY, 4 FEB 2011
... of the software, which includes contributions, insurance, transition to retirement, investment choice and retirement planning. "Super funds need a system that combines speed and scale in order to manage cost. But there are other benefits of the software ...

Intra-fund opens new doors for advisers

ELISE BURGESS  |  FRIDAY, 28 JAN 2011
... retirement, intra-pension advice, nomination of beneficiaries, superannuation and Centrelink payments, and general retirement planning. While advisers have since raised concerns that consumers will now get financial advice through super funds and no ...

Investors miss wealth signposts

ELISE BURGESS  |  WEDNESDAY, 19 JAN 2011
... when their income has reached its peak, their mortgage is down to 50 per cent or less of the home's value and retirement planning strategies have become a focus," said Philpot. Philpot said that while younger clients have more 'automated' finances such ...

More to retirement than super: planner

ELISE BURGESS  |  TUESDAY, 7 DEC 2010
... super. AXA's research paper Retirement Scope, which surveyed over 30,000 people in 26 countries, concluded retirement planning is being left too long by most individuals. AXA said planning for retirement should start in people's 30s, not their 50s, which ...

Bite sized super at Telstra

MEDIA RELEASE  |  TUESDAY, 30 NOV 2010
... topics selected have been specifically chosen as they cover some of the fundamental elements of super and retirement planning. "We are already working on a range of further videos which will be progressively released from February next year. We are inviting ...

FPA unveils Value of Advice winners

MEDIA RELEASE  |  FRIDAY, 26 NOV 2010
... Priestley were announced as winners of the awards respectively for wealth accumulation and protection, pre-retirement planning and post-retirement planning and management. Jones is an adviser with Beacon Wealth (VIC), Apogee Financial Planning, Badenach ...

Gen Yers want advice

RUTH LIEW  |  FRIDAY, 12 NOV 2010
... Around 9 per cent of calls seek personal contribution advice, 7 per cent on co-contribution and 6 per cent on retirement planning. AAS is one of the largest providers of administration services to superannuation and pension funds in Australia. It interacts ...