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Showing 21 - 30 of 54 results for "Decumulation"

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.

New Zealand retirement system under review

HARRISON WORLEY | MONDAY, 22 JUL 2019

... range of issues, including how the NZ Government can ensure its people maximise their retirement savings during the decumulation phase. The review's terms of reference are broad, ranging from an assessment of the effectiveness of the nation's ...

Retiree savings won't last: World Economic Forum

HARRISON WORLEY | MONDAY, 17 JUN 2019

... suited to their retirement needs, including alternatives. The report also highlighted the need for more creative decumulation solutions given populations are living longer. "There are some alternative solutions emerging such as pooled annuity funds ...

In a nutshell: Federal Budget 2019

JAMIE WILLIAMSON | TUESDAY, 2 APR 2019

... changes to the way exempt current pension income is calculated, allowing those with members in both accumulation and decumulation to elect a preferred method of calculation. The need to obtain an actuarial certificate when using the proportionate method ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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