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Showing 31 - 40 of 64 results for "Retirement Strategy"

Industry fund adds new talent

JAMIE WILLIAMSON  |  FRIDAY, 24 AUG 2018
... portfolio manager in Jacki Ellis. Joining from Mercer, Ellis has joined the investment team working on the fund's retirement strategy. "Jacki will be working with the wider investment team and our other stakeholders on further developing First State ...

CIPR framework timely but questions remain

KARREN VERGARA  |  THURSDAY, 28 JUN 2018
... the Superannuation Industry (Supervision) Act. Rice Warner added CIPRs should be a component of a default retirement strategy; trustees shouldn't have to offer a CIPR product if there is no compulsion for the member to take it up, it said. Additionally ...

UniSuper establishes on-campus footprint

HARRISON WORLEY  |  THURSDAY, 3 MAY 2018
... fund also said it employs 55 financial advisers across the nation to provide superannuation, insurance and retirement strategy advice. "In our experience, UniSuper members are showing a clear preference for face-to-face advice. This is the case for both ...

SMSF pool still ripe for financial advice: AMP

KANIKA SOOD  |  FRIDAY, 13 APR 2018
... Sixty-three per cent of SMSF trustees told AMP Capital they would entertain further financial advice, with retirement strategy (30%), income generation (28%) and investment selection (22%) topping the areas where trustees most sought advice. Fear of ...

Staggering annuities can fund retirement shortfall

KARREN VERGARA  |  TUESDAY, 6 MAR 2018
... comfortably or facing a massive shortfall in retirement, according to a retirement planning expert. David Babbel, a retirement strategy expert and professor from the University of Pennsylvania's Wharton Business School, said it can cost retirees 30% ...

Managing the three pillars of retirement

ALEX BURKE  |  WEDNESDAY, 26 JUL 2017
... objectives. He said retirees need a "multifaceted approach" which goes beyond the traditional two-pronged "bucket" retirement strategy which provisions cash for short-term spending and growth assets for the long-term. Using the Association of Superannuation ...

Challenger hails major retirement partnership

ALEX BURKE  |  TUESDAY, 14 FEB 2017
... develop a Challenger-branded product, and represents the first time Standard Life has partnered for a retail retirement strategy in Australia. The Challenger Absolute Return Global Bond Strategies Fund, as the name suggests, is aimed at providing a positive ...

New CEO for Kinetic Super

ALEX BURKE  |  TUESDAY, 13 DEC 2016
... of national Australia corporate services, MLC's general manager, retirement solutions and general manager, retirement strategy at JANA Investment Advisers. He has also held senior roles at AXA, including head of structured solutions and head of superannuation ...

QSuper pays $4.6 million bonus

DARREN SNYDER  |  MONDAY, 24 OCT 2016
... to achieve our mission to deliver real benefits to our members." Pennisi said members should not base their retirement strategy around the transfer bonus but "it was a welcome boost at a time when members were adjusting to retirement." The bonus is different ...

GPS Wealth launches advice solution

KERRIE SYDEE  |  MONDAY, 5 SEP 2016
... borrowing to invest in real estate under a Limited Recourse Borrowing Arrangement; implementing a transition to retirement strategy; concessional and non-concessional super contribution strategies and reserving strategies. "It also produces strategy ...