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Showing 21 - 30 of 297 results for "Retirement planning"

Rest launches new retirement tools to increase advice appetite

MATTHEW WAI  |  THURSDAY, 30 OCT 2025
... the fund confirmed. Rest chief member officer Simone Van Veen said the tool will help guide its members in retirement planning. "This new digital journey is all about putting the unique needs of our diverse membership first - offering tailored guidance ...

Feature: Retirement | Rewarding risk

LACHLAN COLQUHOUN  |  WEDNESDAY, 22 OCT 2025
... leading retirement risks which rise and fall "to and through retirement" and which need to be understood in retirement planning. Flowing through from pre-retirement to the transition phase and then post-retirement, North cites sequencing, market, inflation ...

Classic 60/40 approach underdelivers for women retirees

JAMIE WILLIAMSON  |  TUESDAY, 14 OCT 2025
... said. The study concluded that a single investment formula, such as 60/40, is not enough when it comes to retirement planning. Withdrawal strategies that are tailored to individual needs and adjust to market conditions are needed, as is greater financial ...

Aware Super enhances portfolio management capabilities

MATTHEW WAI  |  WEDNESDAY, 8 OCT 2025
... frameworks." The implementation follows Aware Super's launch of a new digital advice tool to help members with retirement planning. The super fund said the tool can provide members with estimates of how much money they will have to spend in retirement ...

Aware Super launches digital advice tool for retirees

ELIZA BAVIN  |  THURSDAY, 2 OCT 2025
Aware Super has launched a new digital advice solution to help members with retirement planning. The tool, named Retirement Manager, was designed in conjunction with Bravura Solutions. Aware Super said members can use the tool to determine how much ...

Retirees should put 80% of balance into annuities: Grattan

RIDDHIMA TALWANI  |  THURSDAY, 25 SEP 2025
... advice offered by super funds. "Super funds have a growing and important role in helping their members navigate retirement planning. But retirement guidance from a super fund runs the risk of being conflicted, many people won't trust it," Grattan Institute ...

Missing personal information can boost retirement income: Vanguard

KARREN VERGARA  |  WEDNESDAY, 16 JUL 2025
... increase expected retirement outcomes using a greater extent of additional personal information, given their retirement planning expertise." Superannuation funds can play a key role for members who cannot or do not want to engage a financial adviser ...

New SMSF trustees drive financial advice uptake

ANDREW MCKEAN  |  WEDNESDAY, 28 MAY 2025
... more focused on tax minimisation (37%), insurance (26%), and purchasing an investment property (25%). Tax and retirement planning represented the largest cluster of unmet needs, impacting nearly 300,000 SMSFs. Barriers to advice remain complex, the report ...

Former financial adviser charged in alleged $160k super fraud case

ANDREW MCKEAN  |  FRIDAY, 9 MAY 2025
... the company is passionate about educating Australians on reducing debt, minimising tax, growing wealth, and retirement planning. Popal's biography, once featured on Wealth Street's website, has since been removed. Editor's note: A previous ...

FAAA calls for stronger consumer protections in advice reforms

ANDREW MCKEAN  |  WEDNESDAY, 7 MAY 2025
... Financial Advice Association of Australia (FAAA) has opposed collective charging for "always complex and costly" retirement planning advice and emphasised the need for consumer protection in the provision of super nudges in its submission to Treasury ...