Search Results | Showing 11 - 20 of 1091 results for "Retirees" |
| | ... able to make extra contributions. The higher caps could also prove valuable to people transitioning to retirement and retirees under 75, he said. "The higher caps will give them extra firepower to top up their retirement savings and make the most of ... |
| | | ... mortgage debt - 33% of which, if a coupled household, would exhaust their super in paying off. The research also found that retirees find the super system and retirement too complex. About 73% of members said they'd trust advice from their super fund ... |
| | | ... greater flexibility and ease in implementing advice strategies." "For example, by making applying a bucket strategy for retirees easier. Not having to set up multiple accounts also helps reduce administrative burden, such as effort in generating reports," ... |
| | | ... consultation, the institute wrote that the Delivering Better Financial Outcomes package of reforms could prove invaluable to retirees and pre-retirees as they navigate a labyrinthine system. One of the proposed changes from the Delivering Better Financial ... |
| | | ... include lifetime income in adaptable solutions to meet diverse member needs. Meanwhile, it estimated an additional 40% of retirees and pre-retirees should have guaranteed lifetime income in their retirement income mix, compared to, at most, 8% today ... |
| | | ... this approach rather than waiting for the impacts of a rise and then working out the clients' options," Devlin said. Retirees require a different conversation Future Gen Solutions financial adviser Lili Hong said for older clients, who are typically ... |
| | | ... in holistic retirement solutions." Meanwhile, the State Street survey uncovered a decline in the emphasis Australian retirees place on sustainable investments in their superannuation fund. In 2022, 67% of respondents in Australia "considered it important," ... |
| | | ... financial advice is only for the already well-off. The reality is that the majority of working Australians, as well as retirees, can benefit from the advice of a registered, qualified financial planner and will receive great value, as the benefits of ... |
| | | ... Michael will leverage his proven track record as a visible industry leader and a champion for the needs of workers and retirees in this new way." |
| | | ... similar position. They effectively have lost their life savings and have to start again. Many of these investors were retirees or were approaching retirement. So, the timing of losing their super through their SMSF was regrettable," he said. ASIC and ... |
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