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Showing 351 - 360 of 676 results for "Lifetime"

Challenger launches advice tool as reforms loom

JAMIE WILLIAMSON  |  THURSDAY, 20 APR 2017
... a binary world where growth assets and income streams are considered separately. Pairing account-based pensions with lifetime annuities can improve financial outcomes in retirement and reduce the risk of retirees outliving their savings," Howes said. ...

Mercer launches LifetimePlus 2.0

ALEX BURKE  |  TUESDAY, 21 FEB 2017
In order to make its longevity solution more accessible to retail investors and advisers, Mercer has created a second version of LifetimePlus. The new version incorporates 35% growth assets - originally it was fully defensive - and has been streamlined ...

Ignition Wealth launches goals-based investing

EMMA RAPAPORT  |  WEDNESDAY, 15 FEB 2017
... that demonstrates a deeper level of understanding of clients' investment needs. "The goals-based solution provides a lifetime tool for risk profiling as clients' goals both evolve and change unexpectedly over time. This client-centric investment ...

Challenger hails major retirement partnership

ALEX BURKE  |  TUESDAY, 14 FEB 2017
... Australian market. Finally, the group also announced a distribution agreement with BT Panorama, which will see term annuities, lifetime annuities and Challenger CarePlus available through BT's platform. This is expected to commence in the first quarter ...

Defining DB for advisers

JAMIE WILLIAMSON  |  WEDNESDAY, 4 JAN 2017
... pension for the purpose of the $1.6 million transfer balance cap by multiplying the annual income stream by 16, if it's a lifetime pension, or by its remaining term if it's a fixed term pension." Also topping the list of enquiries for the December quarter ...

Top 10 superannuation stories in 2016

STAFF WRITER  |  WEDNESDAY, 21 DEC 2016
... non-concessional cap scratched The Federal Government reworked its 2016 Budget measures on superannuation to drop the $500,000 lifetime non-concessional cap and alter several other policies. In September Treasurer Scott Morrison said the government will ...

NZ manager launches QROPS scheme

ALEX BURKE  |  THURSDAY, 8 DEC 2016
... A New Zealand asset manager now offers a qualified recognised overseas pension scheme for Australian and NZ migrants. Lifetime Asset Management's Garrison Bridge Superannuation Scheme has been added to Her Majesty's Revenue and Customs' QROPS list and ...

ASFA board changes

ALEX BURKE  |  MONDAY, 14 NOV 2016
The Association of Superannuation Funds of Australia has renewed its board of directors and announced three lifetime memberships. The board composition was revealed following ASFA's annual general meeting at the 2016 ASFA Conference on the Gold Coast. ...

IRESS appoints retirement incomes chair

ALEX BURKE  |  WEDNESDAY, 2 NOV 2016
... post-retirement. Post-retirement is the whole purpose of superannuation." Orford then highlighted the key benefits of "a viable lifetime income stream": savings on social security, zero cost to government, income for "retirees who aren't investment wizards," ...

Consultum rewards star advisers

KERRIE SYDEE  |  WEDNESDAY, 2 NOV 2016
... was awarded to Anthony D'Alessandro of Victorian based Required Financial Services. Practice of the Year was awarded to Lifetime Private Wealth of New South Wales and Samantha Robinson of Pursue Wealth took the title of Rising Star. Simon Lu and Christian ...