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Showing 551 - 560 of 1357 results for "Retiree"

Rice Warner warns against culling value-based advice fees

HARRISON WORLEY  |  FRIDAY, 23 NOV 2018
Rice Warner is warning against a departure from value or volume-based advice fees. The researcher is concerned a potential move to fee for service - where fees are expressed entirely in dollars and not as a percentage of assets - will lead to reduced ...

Knowledge, action gap puts SMSF savings at risk: Research

JAMIE WILLIAMSON  |  MONDAY, 19 NOV 2018
About 50% of all SMSFs have more than half of their portfolio invested in one asset class, despite more than 80% recognising the importance of diversification. New research from the SMSF Association and Investment Trends shows 47% of SMSFs allocated ...

FSC moves to protect retail super from ALP 'tinkering'

HARRISON WORLEY  |  WEDNESDAY, 14 NOV 2018
... were a benefit to super fund members with balances below $100,000, and could add up to $850 a year to the balance of a retiree. Drawing on Productivity Commission data, the council said its survey found 33,000 retail superannuation accounts of full-time ...

Maximising retirement planning in an era of volatility

KARREN VERGARA  |  MONDAY, 12 NOV 2018
... retirees have different and more complex needs than previous generations. In addition to helping meet the financial needs of retiree clients, Crowe said advisers have to understand that clients' behavioural needs change during the decummulation phase. ...

ALP victory to have meaningful impact: Daintree

HARRISON WORLEY  |  FRIDAY, 9 NOV 2018
With a Labor victory in next year's Federal Election seemingly firming, a Daintree Capital director is calling on professional investors to prepare for a change in government, and the policies to come with it. Speaking at a media briefing yesterday ...

Grattan says Aussies retiring comfortably, ISA responds

KANIKA SOOD  |  WEDNESDAY, 7 NOV 2018
... calls for a 40%increase in the maximum rate of Commonwealth Rent Assistance - worth more than $1,400 a year for a single retiree. It also wants to loosen the Age Pension assets test, saying it could boost retirement incomes for around 20% of retirees ...

Chief investment officer retires

DARREN SNYDER  |  TUESDAY, 30 OCT 2018
The chief investment officer at a prominent Australian asset manager is retiring after working at the firm for 12 years. Wilson Asset Management chief investment officer Chris Stott will soon retire to spend more time with his young family. Chairman ...

Retirement planning gets a recession check

KANIKA SOOD  |  MONDAY, 29 OCT 2018
... downturn. One of the funds he looks after is the $150 million Multi-Asset Income Fund, about 90% of which is Australian retiree investors. It had 4.7% yield in FY18, and it expects to be 4.9% in FY19. "We think the rate of return on equities will go ...

Two new ETFs on the block

KANIKA SOOD  |  WEDNESDAY, 24 OCT 2018
VanEck and BetaShares have announced new ETFs, as product launches in the segment heat up. A new smart beta ETF from VanEck will invest in China A-shares, after the manager gained a licence to invest in the asset class independent of the China Stock ...

Challenger expands distribution reach

KARREN VERGARA  |  WEDNESDAY, 24 OCT 2018
Challenger is ramping up its distribution capabilities by launching its annuities on a fifth platform. Challenger fixed-term and lifetime annuities will launch on the netwealth platform. It follows an announcement in August that saw products made available ...