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Showing 11 - 20 of 140 results for "Centrelink"

Almost half of HESTA members retire involuntarily

ELIZA BAVIN | MONDAY, 10 FEB 2025

... member's personal and household circumstances, such as any partner's income and super as well as any entitlements to Centrelink benefits such as the Age Pension, it really helps us better support our members plan for their retirement."

CFS, Viridian Advisory launch low-cost advice deal

KARREN VERGARA | MONDAY, 4 NOV 2024

... in the form of personal investments, debt, super, pensions, and retirement planning advice, as well as guidance on Centrelink. Pricing starts at $500, while any combination of blocks is capped at $3000. CFS superannuation chief executive Kelly Power ...

Cbus rolls out Advice Essentials Plus

KARREN VERGARA | MONDAY, 28 OCT 2024

... expand basic advice to the household. It is a more realistic addressing of post-work life, of that intersection with Centrelink, and that a couple plans together for retirement." Cbus has more than 920,000 members and manages over $94 billion in retirement ...

Platform reveals advice firms' top issues

KARREN VERGARA | FRIDAY, 24 MAY 2024

... advisers. Rounding out the top 10, advisers also sought more information on insurance, retirement, client experience, Centrelink, and platforms from their peers. Subcategories within practice management included human resources, workflow, process design ...

Aware Super rolls out adviser portal

KARREN VERGARA | THURSDAY, 14 SEP 2023

... track actions requested on behalf of clients. Advisers can also request a withdrawal benefit quote and view clients' Centrelink payment schedules. More functionalities are due to be rolled out, including the ability to set up new accounts for clients. ...

Super framework ideal for advice: Jones

KARREN VERGARA | MONDAY, 17 JUL 2023

... mind when they're making some of those critical decisions," he said. Many of these questions are also aimed at Centrelink and the Australian Tax Office. "There's no easy way of sharing information amongst those bodies at the moment," he said. ...

AMP rolls out new North features

CHLOE WALKER | THURSDAY, 15 JUN 2023

... Lifetime Super Calculator provides advisers with recommendations on strategies to maximise both Age Pension benefits and Centrelink Asset Test discounts. It includes structure capital in the accumulation phase to help clients better prepare for retirement. ...

Generation Life rolls out product enhancements

ANDREW MCKEAN | WEDNESDAY, 7 JUN 2023

... provide a buffer during market instability. Further, clients can now opt for fortnightly payments, aligning with their Centrelink Age Pension payments or alternating fortnights. Generation Life general manager of retirement solutions Patrick Clarke said ...

BT upgrades platform functionality

KARREN VERGARA | WEDNESDAY, 31 MAY 2023

... enabled support teams to source information relating to social security. "Advisers and their teams can now generate Centrelink schedules online, instead of calling a BT customer relations consultant," she said. "BT's chatbot Blue can virtually assist ...

Economic landscape spurs advice model rethink

KARREN VERGARA | TUESDAY, 28 FEB 2023

... performance. Instead, they are adding value in areas such as budgeting and cashflow management, debt, superannuation, tax, Centrelink, retirement planning, estate planning and aged care, Desktop Broker found. Additionally, advisers are increasing the ...

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BT appoints new head of strategy

KARREN VERGARA | 10:47AM

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI | 12:24PM

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI | 12:21PM

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO | 12:09PM

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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