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| | ... egg for retirement. The task takes only a few minutes, but it can mean thousands or tens of thousands more dollars in your super upon retirement." Vanguard Australia head of financial adviser services Rachel White, who spoke on Morningstar's International ... |
| | | ... Bragg said in accepting the portfolio. "The key determinant of success in retirement is your home ownership status, not your super balance. Under Labor, the Australian dream is fast becoming the Australian nightmare and we must restore home ownership ... |
| | | ... to superannuation, investments, and retirement savings products. "We know that financial literacy, engagement with your super fund and seeking advice have a major impact on improving women's financial confidence," CFS Superannuation chief executive Kelly ... |
| | | ... coverage, pointing the finger at recent reforms. ASFA research indicates that the implementation of the Protecting Your Super (PYS) and Putting Members Interests First (PMIF) policies have contributed to a substantial reduction in superannuation insurance ... |
| | | ... climate change mitigation and sustained high-tech growth," she said. One example highlighted is Australia's Your Future, Your Super reforms which has encouraged consolidation of pension providers. "Government influence on pension schemes is at high level ... |
| | | ... "re-onboarding" process. During this process, clients provide fresh information about their situation. "When you go through your re-onboarding [and on-boarding] process, you're inviting the client to come into your professional sphere. And that's ... |
| | | ... superannuation and the regulatory approach that favours one form of superannuation over another." "Whether you wish to preserve your lump sum or invest a portion of it in a retirement product, those choices are absolutely fundamental to Australians being ... |
| | | ... the Financial Accountability Regime, regulators' focus on greenwashing and continued scrutiny via Your Future, Your Super are driving demand for risk and compliance talent. Ongoing consolidation among super funds and sustained growth in funds management ... |
| | | ... mergers, increased competition, a shifting regulatory member focus and the skewed favourability of the Your Future, Your Super (YFYS) stapling legislation, will exert further pressure on funds to achieve membership based strategic objectives." Myers ... |
| | | ... and it was persistent." "You deliberately started out stealing money which roughly approximated or matched the amounts of your fees, and I find that that was calculated to deceive your clients into thinking that the money had been taken out of their ... |
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