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Showing 11 - 20 of 116 results for "Retirement funds"

Pride Advice acquires two Adelaide-based firms

MATTHEW WAI  |  TUESDAY, 8 OCT 2024
... particularly with changes to superannuation and with an increasing number of people wanting to manage their own retirement funds," he said. "Whether they're mum and dad investors, people preparing for their retirement or higher net worth individuals ...

Moneysoft acquired by MUFG Pension & Market Services

JAMIE WILLIAMSON  |  THURSDAY, 3 OCT 2024
... digital channels." Moneysoft's client book includes financial advisers, money coaches, mortgage brokers, and retirement funds. "Moneysoft services financial advisors and funds through existing SaaS lines of business focused on wealth and finances in ...

South Africa readies 'two pot' pension system

MATTHEW WAI  |  WEDNESDAY, 28 AUG 2024
... Revenue Laws Amendment Bill of 2023, which addresses the nation's concerns on preservations and access to retirement funds. The Bill introduces what is referred to as a "two pot" system. Under the scheme, from September 1, two-thirds of a person's ...

Retirees not confident in Age Pension: Allianz Retire+

MATTHEW WAI  |  FRIDAY, 23 AUG 2024
... yet developed a retirement plan tailored to a specific life expectancy, and only 24% are comfortable with their retirement funds.

Former director sentenced to over four years imprisonment

ANDREW MCKEAN  |  THURSDAY, 21 DEC 2023
... obtained orders in 2020 to wind them up. "Investors were encouraged to set up SMSFs so they could access their retirement funds to invest in these property companies. Sadly, these investors were taken advantage of and their funds were used dishonestly," ...

Retirement officer roles critical in super funds

CHLOE WALKER  |  THURSDAY, 23 MAR 2023
... we're required to do, but our business strategies and how we're going to transform the funds into early retirement funds." As JANA's senior consultant, head of retirement strategies, Danielle Bose said it's been great to see many of her ...

Not ruling anything out: Insignia Financial

CASSANDRA BALDINI  |  FRIDAY, 26 AUG 2022
... important role in our financial wellbeing strategy, through our interactions with looking after people's retirement funds. We think there are other ways we can add value to them." On whether the group is scouting potential merger partners as a means ...

Global fintech Smart expands pension offering to Australia

CASSANDRA BALDINI  |  TUESDAY, 12 JUL 2022
... technology includes apps, web access, Amazon Alexa and Google Home skills, apparently making it as easy to manage retirement funds as it is to shop or bank online. Co-founders of Smart Andrew Evans and Will Wynne commented on the expansion. "We're really ...

Vanguard hit with US class action

ELIZABETH MCARTHUR  |  WEDNESDAY, 16 MAR 2022
... Luner filed a class action lawsuit against Vanguard trustees and on behalf of investors in Vanguard's Target Retirement Funds, based in the US. The suit alleges that Vanguard's mismanagement of these funds led to "enormous tax bills (tens of thousands ...

MySuper fees could halve in 10 years

KANIKA SOOD  |  THURSDAY, 1 APR 2021
... international pension fund counterparts. New Zealand's KiwiSaver averaged 0.90% for the same period, US Public Sector retirement funds charged 0.55%, UK's Nest charged 0.51% while Sweden AP National Funds charged 0.15%. On the brighter side ...