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Showing 561 - 570 of 1242 results for "Retirees"

Industry welcomes pensioners' dividend tax policy exemption: Poll

KARREN VERGARA  |  TUESDAY, 3 APR 2018
... from the potential reforms, 87% of poll respondents expressed strong concerns that the crackdown would severely affect retirees. The Labor Government announced in mid-March it will the eliminate cash refunds received from excess dividend imputation credits. ...

Labor's amended cash dividend refunds fall short: SMSFA

KARREN VERGARA  |  WEDNESDAY, 28 MAR 2018
... at least one member receiving the Age Pension, he said. "The amended policy excludes similar protection to self-funded retirees, many of whom draw their retirement income from retirement savings built over the lifetime in an SMSF to avoid relying on ...

Optimum Pensions appoints general manager

KANIKA SOOD  |  MONDAY, 26 MAR 2018
... Australia. He will be responsible for product design and will also develop modelling tools for Optimum to reach planners and retirees. Stephen Huppert has been signed on as the new head of engagement in a consulting role. He has more than 25 years' experience ...

Pre-retirees confident about nest egg: Poll

KARREN VERGARA  |  MONDAY, 26 MAR 2018
... retire financially secure." The poll was formed around a recent news story where Qantas Super interviewed more than 1000 retirees and pre-retirees. The corporate super fund's CSBA Retirement Confidence Index (RCI) showed six-in-10 (63%) respondents do ...

Milliman hires for greater adviser exposure

JAMIE WILLIAMSON  |  MONDAY, 26 MAR 2018
... frameworks, investment solutions to help manage sequencing and longevity risk, and detailed research on the behavior of retirees," he said. Matterson recently spoke to Financial Standard about the need for the Australian wealth industry to be held accountable ...

ABDO unveils top investment strategies

KARREN VERGARA  |  THURSDAY, 22 MAR 2018
... Absolute Return Strategy as an example, clients that invest in this fund are endowments, charities, pension plans and retirees that all have the same goals, Angwin said. This is to preserve capital and deliver returns that beat inflation with a decent ...

GROW Super begins group insurance innovation

JAMIE WILLIAMSON  |  THURSDAY, 22 MAR 2018
... said. He added that the increasing uncertainty around whether people will outlive their retirement savings is causing retirees to simply draw down the minimum amount, effectively implementing their own longevity risk strategies. "That's the worst thing ...

Housing affordability fuelling negative gearing backlash

JAMIE WILLIAMSON  |  FRIDAY, 16 MAR 2018
... into retirement, AIST chief executive Eva Scheerlinck said. "The long-held assumption that the home is a safety net for retirees is becoming increasingly dubious as more older people are being forced to rent or use their super to reduce their mortgage ...

Pre-retirees lack confidence about retirement: Qantas Super

KANIKA SOOD  |  THURSDAY, 15 MAR 2018
... preparing for retirement, Qantas Super's inaugural CSBA Retirement Confidence Index (RCI) shows. Based on a survey of 1025 retirees and pre-retirees, only 37% have a high degree of confidence when it comes to retirement, while 30% have little to no confidence ...

Labor's imputation credit reform cops industry backlash

KARREN VERGARA  |  WEDNESDAY, 14 MAR 2018
... received backlash from numerous industry heavyweights believing it will have unintended and negative implications on retirees. Shadow treasurer Chris Bowen proposed to eliminate the cash rebate investors receive from excess dividend imputation credits ...