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Showing 441 - 450 of 1358 results for "Retiree"

Has COVID-19 solved the advice problem?

HARRISON WORLEY  |  THURSDAY, 23 APR 2020
... talking to our client base a lot more," he said. "And what we're finding is that the assumptions that we made about our pre-retiree and retiree clients that maybe they wouldn't adopt a digital meeting interface is 100% wrong. "They absolutely love it." ...

Big four urged to pay up dividends

ALLY SELBY  |  TUESDAY, 14 APR 2020
An Australian investment manager has urged the big four banks to continue paying dividends, propping up APRA's suggestion to use underwritten dividend reinvestment plans (DRPs) to meet the needs of the nation's retirees. Plato Investment Management ...

What's next for income-focused funds

KANIKA SOOD  |  THURSDAY, 9 APR 2020
As ASX-listed companies wind back dividends, income-focused equities funds will have to look harder for sources of income. Australian companies paid out about $55.5 billion in dividends last year, according to Janus Henderson. On average, between 1917 ...

Why banks are lifting TD rates

ALLY SELBY  |  FRIDAY, 27 MAR 2020
In a somewhat surprising move, banks are lifting some of their term deposit rates despite the Reserve Bank of Australia slashing the cash rate to an all-time low of 0.25% last week. It comes after Australia's biggest bank, the Commonwealth Bank ...

SMSFs in flashback to 2008

ELIZABETH MCARTHUR  |  FRIDAY, 27 MAR 2020
Self-managed super fund professionals and trustees may be feeling some deja-vu, as the same measures that were used in 2008 have been brought in to guide the sector through the COVID-19 pandemic. Terry Pinnell, chair of the Ethical Advisers' Co-op ...

COVID-19 to hasten merger talks

HARRISON WORLEY  |  TUESDAY, 24 MAR 2020
Latest analysis of Australia's superannuation industry shows COVID-19 may prove the catalyst for small superannuation funds to finally pull the trigger and merge. Rice Warner believes the turmoil experienced across financial services will soon force ...

SMSFs expected to outperform: Research

ELIZA BAVIN  |  MONDAY, 23 MAR 2020
SMSFs are expected to outperform in the current climate, due to higher than average exposures to cash and other low volatility assets, according to Rainmaker research. Around a quarter of the SMSF sector is held in cash and about 45% is held in shares ...

Australia to lean on super

HARRISON WORLEY  |  MONDAY, 23 MAR 2020
The superannuation sector has been called on to act as a key pillar in Australia's response to the COVID-19 pandemic, with the early release of super a central tenet of the government's new policy initiatives. The government's latest suite ...

FPA advocates for reduced pension minimums

HARRISON WORLEY  |  FRIDAY, 20 MAR 2020
The Financial Planning Association of Australia is keeping itself busy amid COVID-19 uncertainty, with chief executive Dante De Gori urging the government to consider moves to ease the pressure on retirees, just weeks after he had an audience with the ...

Coronavirus puts rocket under shorting ETFs

KANIKA SOOD  |  WEDNESDAY, 18 MAR 2020
... these ETFs. BBOZ has done $95.7 million today." He said the primary users have been financial advisers, especially with retiree and pre-retiree clients and some institutional investors. BetaShares also has a suite of three managed-risk ETFs but inflows ...