Search Results | Showing 31 - 40 of 181 results for "Transition to retirement" |
| | | ... asset-based administration fee reducing from 0.49% to 0%. The super fund also launched two new account options: Transition to Retirement, for those who have reached preservation age, are still working, and the Retirement Account, for members who have ... |
| | | | ... much as possible about their members to provide the best support possible as they make the difficult transition to retirement," the paper outlined. Next, it added that innovative regulatory approaches should be considered, including expanding the use ... |
| | | | ... relevant tools, information, education and advice well before retirement age - waiting until members transition to retirement is simply too late." Although the Quality of Advice Review (QAR) proposal that aims to give super funds more power to provide ... |
| | | | ... retirement income objectives. Easy Default can be established on either the NGS Income Account or the Transition to Retirement Account. When the strategy is selected on the NGS Income Account, 12% of the member funds are invested in the cash and term ... |
| | | | ... more volatile investments." High Growth aims to outperform CPI + 4% (for Accumulation and RetireAccess Transition to Retirement members) and CPI + 4.5% (for RetireAccess income stream members). "We know that many of our members - especially our younger ... |
| | | | ... spending and income configurations, to address concerns regarding the role of super funds in helping members transition to retirement. It follows the release of the 2023 Intergenerational Report by Treasury, which demonstrates superannuation will play ... |
| | | | ... products. Accumulation products hold $682 billion of the total assets held in Choice. On the other hand, transition to retirement and retirement products, despite lesser product numbers (148 and 276 respectively), hold $12 billion and $396 billion respectively. ... |
| | | | ... capped at $350 a year for members still saving and $600 a year for members with a Choice Income pension or transition to retirement income account. |
| | | | ... wants advice on the best investment option. Where it becomes more complicated, however, is when members transition to retirement. "That's an area where vertical integration is being proposed as cross-subsidising a piece of advice that we wouldn't ... |
| | | | ... light to provide personal advice to their members regarding their interests in the fund, including the transition to retirement. Michelle Levy explained in doing so, trustees will be required to consider member's personal circumstances, including ... |
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