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Showing 281 - 290 of 1539 results for "Goals"

TelstraSuper launches option, retirement tool

KARREN VERGARA  |  TUESDAY, 31 OCT 2023
... made, and if a member is entitled to the Age Pension. Retirees can estimate if they are on track to achieve their lifestyle goals and see what impact different scenarios could have on their super balance, Miller said. Separately, members can now transfer ...

Frontier calls out structural super fund flaws

ANDREW MCKEAN  |  MONDAY, 30 OCT 2023
... Retirement Wage can be recalculated annually to reflect returns, future mortality expectations, inflation, and the member's goals for the year ahead," Carruthers said. "This annual review process ensures that retirees can approach their retirement ...

Local fund managers lag global peers: FSC

CHLOE WALKER  |  FRIDAY, 27 OCT 2023
... the government consider reviewing the existing tax rules that apply to foreign partnerships or hybrid entities with the goals of aligning with tax regimes in competing jurisdictions, as well as introducing a product modernisation reform to facilitate ...

Betashares launches investment platform, targets retail investors

ANDREW MCKEAN  |  WEDNESDAY, 25 OCT 2023
... functionality with an array of additional tools and features aimed at helping self-directed investors meet their financial goals. "The initial launch features of Betashares Direct will be joined by a growing range of tools and functionality that will ...

Bennelong inks distribution deal with Leadenhall Capital Partners

CASSANDRA BALDINI  |  THURSDAY, 19 OCT 2023
... market." Leadenhall managing partner Lorenzo Volpi commented on the importance of the two organisations' shared values and goals. "We've searched for a partner in Australia and New Zealand that understands local investors and shares our commitment to ...

Fidelity finds key barriers in Australian estate planning

ANDREW MCKEAN  |  WEDNESDAY, 18 OCT 2023
... Australians intend to "plan to make a plan" for their financial legacy, nearly half lack confidence in how to achieve their goals - a gap that Fidelity argues financial advisers are ideally placed to address. At the report launch on Tuesday, Fidelity ...

New advice firm hits Melbourne

CHLOE WALKER  |  WEDNESDAY, 18 OCT 2023
Launching in late October, Source Wealth will provide flexible, goals-based advice backed by technology. Source Wealth founder Michael Sauer brings nearly a decade of experience in financial services to the firm, having served at Tribeca Financial ...

HUB24 launches investment options

KARREN VERGARA  |  TUESDAY, 17 OCT 2023
... available a market-leading product that provides advisers the solutions they need to help clients achieve their retirement goals and empower better financial futures for more Australians," Alcock said. In the year to September, funds under administration ...

ISPT to offload retail, office properties

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2023
... ISPT's $17.7 billion Core Fund identified five assets that do not align "with the desired scale and sector allocation goals of the fund," ISPT said. As such, ISPT is to commence the sale process of four retail centres - Melbourne's GPO, The Strand ...

The Voice is not at the expense of the economy: Chalmers

CASSANDRA BALDINI  |  FRIDAY, 13 OCT 2023
... focus, calling the allegation one of the "biggest lies" of the referendum. "Nothing could be further from the truth. These goals are in concert with our economic objectives, not in conflict with them," he said. "The Voice is about better value for money ...