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Showing 31 - 40 of 303 results for "Retirement Planning"

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 ...

Count acquires Adelaide advice firm

MATTHEW WAI  |  MONDAY, 7 APR 2025
... capabilities into financial planning and accounting as the business grew. Their services also include superannuation, retirement planning, and wealth and risk management. Count currently holds a 45% stake in Count Adelaide, and following the completion ...

Otivo launches AI-powered advice tool

ELIZA BAVIN  |  TUESDAY, 1 APR 2025
... Otivo can provide advice on optimising superannuation investments, managing contributions, salary sacrifice, retirement planning, mortgage management, and debt advice.

AZ NGA practices merge on road to 'super firm'

MATTHEW WAI  |  WEDNESDAY, 26 MAR 2025
... to both mass affluent and high net worth clients in a range of areas including superannuation, investments, retirement planning, aged care and life insurance," Molesworth said. "Through this merger, our clients can access inhouse specialists who focus ...

Cost-of-living continues to rock retirement confidence

MATTHEW WAI  |  MONDAY, 24 FEB 2025
... "Speaking to your super fund or financial adviser is a great place to start," Powe said. "People can begin their retirement planning journey by considering what sort of lifestyle they want when they stop working... Once you have your goals in mind, you ...