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Showing 21 - 30 of 57 results for "Decumulation"

Advice industry must change as population ages: Expert

CASSANDRA BALDINI  |  WEDNESDAY, 22 MAR 2023
... and they go from full-time to part-time, what's happening to their health, these variations in accumulation and decumulation plus when they want to take on risk," he said. "So, we move away from a pretty standard financial advice model to something ...

Cbus retirement lead jumps to AustralianSuper

ELIZABETH FRY  |  FRIDAY, 25 NOV 2022
... April, Sedawie took on this new role in what was said to be a reflection of the fund's heightened focus on the decumulation phase of superannuation. As head of retirement, he was accountable for Cbus' integrated strategy and programs to improve ...

Industrial property ensures big wins for TelstraSuper

ELIZABETH FRY  |  MONDAY, 21 NOV 2022
... stated. "It's not surprising that many funds historically have tended to focus more on accumulation rather than decumulation since that is where the bulk of need has been." Over the next decade, as those funds mature, as members age and as account ...

Most retirees want pension support through super: Report

CASSANDRA BALDINI  |  TUESDAY, 16 AUG 2022
... extends trustee obligations to provide and execute a cohesive retirement strategy that better supports members through decumulation. Trustees must now have a strategy that focuses on improving financial outcomes by helping retirees balance their incomes ...

Super funds are ready for RIC: Data

CASSANDRA BALDINI  |  TUESDAY, 28 JUN 2022
... solutions from partners/providers to help plug gaps in their knowledge base (such as institutional term annuities and the decumulation investment mandate)," it said. However, it is solutions for managing longevity risk that top the list for super funds ...

Morningstar launches retirement strategy tool

ELIZABETH MCARTHUR  |  WEDNESDAY, 24 NOV 2021
... the background but has a simple interface advisers can walk clients through. Murphy said the tool uses a "dynamic decumulation model" to assist advisers with managing longevity risk. He pointed out that crucially, Morningstar is not only concerned with ...

Millennials fastest growing SMSF cohort

ELIZABETH MCARTHUR  |  THURSDAY, 11 NOV 2021
... industry. "SMSFs have traditionally been the domain of those with higher fund balances and those approaching the decumulation phase," he said. "SMSFs may be appealing to younger people due to the fact they provide greater control over investments." AUSIEX's ...

TelstraSuper releases retirement income solution

KARREN VERGARA  |  TUESDAY, 9 NOV 2021
... five years, some 1.8 million members and $300 billion in superannuation savings will move from the accumulation to decumulation phase. Davies said the super fund recognises that members drawing down on their nest egg have different requirements and investment ...

Stapling equals accountability: Hume

KARREN VERGARA  |  THURSDAY, 15 OCT 2020
... similar to what the Productivity Commission would do. Hume said that paving the "glide path" between accumulation and decumulation phase was an important consideration the review is attempting to address.

Defined contribution: A global perspective

HARRISON WORLEY  |  THURSDAY, 14 NOV 2019
... than just an industry specialist conversation," he said. Klipin also said New Zealand was struggling with issues of decumulation in much the same way as Australia, though pointed out there was no annuity provider in New Zealand, unlike Australia.