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Showing 271 - 280 of 1513 results for "Save"

Advised clients' major concerns in 2022

KARREN VERGARA  |  FRIDAY, 28 JAN 2022
... restrictions, clients are telling Tribeca Financial senior adviser Stevie-Jade Turner that they've found it very easy to save money. "The biggest concern that I've been seeing working with new clients over the last 12 months, is that they now have significant ...

Australians plough record cash into managed funds

ELIZABETH MCARTHUR  |  MONDAY, 24 JAN 2022
Australian investors put almost three times as much cash into managed equity funds in 2021 as they did in 2020, according to the latest Fund Flow Index from Calastone. Fund inflows rose to $35.7 billion across all assets in 2021, up from $13.6 billion ...

Advice firm rebrands, scores own AFSL

KARREN VERGARA  |  FRIDAY, 21 JAN 2022
... and in some cases fees have nearly tripled. Schonafinger said the firm, with a total of 13 staff members, has been able to save about $100,000 by going solo. But it's not just about the fees, he said, pointing out that a major advantage has been the ...

Australian billionaires double fortunes during pandemic: Oxfam

CHLOE WALKER  |  MONDAY, 17 JAN 2022
... billionaires have had a terrific pandemic," she said. "Central banks have pumped trillions of dollars into financial markets to save the economy, yet much of that has ended up lining the pockets of billionaires riding a stock market boom." Morgain said ...

Retail super fund to be wound up

JAMIE WILLIAMSON  |  TUESDAY, 11 JAN 2022
... February 11. Members have been requested to inform the fund of a new super product to which their balances will be transferred, save having the funds transferred to the ATO. According to APRA data, in June 2020 CUBS Superannuation was home to just 1200 ...

Hejaz hires three senior leaders

KARREN VERGARA  |  THURSDAY, 16 DEC 2021
... at FNZ Group, Sunsuper, Commonwealth Bank, and Innovation Group Australia. About 1.2 million Muslims in Australia want to save, invest and buy houses just like other Aussies, Hejaz chief executive and founder Hakan Ozyon said. Hejaz's ambition is ...

Cbus strengthens in-house investment team

CHLOE WALKER  |  WEDNESDAY, 15 DEC 2021
With the percentage of assets managed in-house at Cbus heading towards 40%, the super fund has made a raft of appointments in support and announced the retirement of its head of private markets. Cbus chief investment officer Kristian Fok announced the ...

Aussies less confident about retirement age

KARREN VERGARA  |  TUESDAY, 14 DEC 2021
... their savings will not last the rest of their lives. Those under 45 years of age said they will be forced to work longer and save more for retirement. This cohort is twice as bullish as their older peers, with 47% taking on significant risk to gain a ...

Pre-retirees worry about political risks: Survey

KARREN VERGARA  |  TUESDAY, 7 DEC 2021
While Australians believe they are well prepared for retirement, many are worried about the political risks they face once they are retired, research suggests. Illness remains the biggest worry Aussies face in their later years, but regulatory changes ...

QSuper faces class action over excess premiums

JAMIE WILLIAMSON  |  THURSDAY, 25 NOV 2021
... with greater risk. According to documents filed by Shine Lawyers, insurance premiums deducted were the same for all members save for police officers. QSuper failed to adequately notify them of how to get cheaper premiums, resulting in a significant financial ...