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Showing 4341 - 4350 of 28259 results for "NOT"

Super heads support capping retirement balances

ANDREW MCKEAN  |  THURSDAY, 10 NOV 2022
... that maintaining a standard of living and having a dignified retirement comfortably fit under a $5 million threshold. "It's not why it's here to have these mega balances and so I think it does need to change. I'd prefer to divert that money to low-income ...

The great wealth transfer at risk: Research

CHLOE WALKER  |  THURSDAY, 10 NOV 2022
... billions on the line, it is also a clear opportunity for financial advisers to better partner with Baby Boomer clients to not only set up the transfer of family wealth but also to work closely with them to empower their kids and grandkids with the crucial ...

ASIC issues more stop orders

CHLOE WALKER  |  THURSDAY, 10 NOV 2022
... prospectus, to which potential investors were told to contribute a minimum of $25,000 for a term of 72 months, Finnia had not prepared a TMD. It did so only after ASIC reached out. According to ASIC, Finnia's TMD should have included investors who were ...

Perpetual knocks back second takeover offer

JAMIE WILLIAMSON  |  THURSDAY, 10 NOV 2022
... delay. "Pendal notes that while the scheme implementation deed permits Perpetual to engage with another proposal, it does not permit Perpetual to terminate or otherwise abandon the Scheme in order to pursue a proposal," Pendal said. "For clarity, the ...

J.P. Morgan enters local ETF market

JAMIE WILLIAMSON  |  THURSDAY, 10 NOV 2022
... coming next. And Creber was adamant J.P. Morgan's offering is all about providing the core building blocks for a portfolio, not about chasing trends. "I think what you see in the Australian market at the moment is a lot of thematic products. What ...

Complacency the biggest risk to retirement: Forum

CASSANDRA BALDINI  |  THURSDAY, 10 NOV 2022
... portfolio or equity income solutions managed actively can both also lower volatility. However, this year a 60/40 portfolio has not provided capital preservation required by retirees. "In an equity income portfolio, we aren't aiming to shoot the lights ...

Australia can avoid recession: Outlook

CASSANDRA BALDINI  |  WEDNESDAY, 9 NOV 2022
... the inflation target," Oliver said. He added that inflation may also be less of a problem in Australia due to energy prices not doubling as we've seen in Europe. Wage growth remaining lower, money tightening by central banks (risking a sharp slowing ...

Forget BRICs: Skerryvore

CHLOE WALKER  |  WEDNESDAY, 9 NOV 2022
... very strong balance sheets. "So, they can put up with financial volatility and actually create long term growth. It's not really about a country, it's more about the types of businesses," he said. On the other side of Skerryvore's selective ...

SMSF growth slows, allocations shift

CHLOE WALKER  |  WEDNESDAY, 9 NOV 2022
... funds, Rainmaker Information analysis shows. However, the research shows the sector is growing at about half the rate of the not-for-profit super segment. In the five years ending March 2022, their total assets had grown only 5.4% per annum, while NFP ...

AFA posts $273,135 operational loss

ANDREW MCKEAN  |  TUESDAY, 8 NOV 2022
The Association of Financial Advisers (AFA) has reported an operating loss of $273,135, an improvement of $94,655 from last year's result, as it gears up for the vote on its proposed merger with the Financial Planning Association of Australia (FPA). ...