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Showing 571 - 580 of 1357 results for "Retiree"

Indigenous Australians face super challenges: Royal Commission

HARRISON WORLEY  |  MONDAY, 13 AUG 2018
The Royal Commission heard today of the difficulties indigenous Australians face in engaging with the superannuation system. Introducing the topic of this morning's hearing, counsel assisting Rowena Orr outlined the systemic issues indigenous Australians ...

Digital advice, fintech firms merge

KANIKA SOOD  |  FRIDAY, 3 AUG 2018
A B2B digital advice firm co-founded by a former Vanguard Australia executive has merged with a retiree advice platform founded by a former Challenger distribution head. In a deal finalised this morning, SuperEd merged with Retirement Essentials. SuperEd ...

Superannuation shortage facing Aussie retirees: AMP

HARRISON WORLEY  |  MONDAY, 30 JUL 2018
Latest research from the mutual shows Australians hoping to live the retirement lifestyle they aspire to will, from age 65, run out of retirement savings after five years. AMP added that with the average life expectancy of Australians now 82.5 years ...

The case for indexed annuity bonds

KARREN VERGARA  |  MONDAY, 30 JUL 2018
Indexed annuity bonds could be the answer to superannuation trustees meeting members' post-retirement consumption needs while fulfilling fiduciary obligations at the same time. This is according to research from The McKell Institute, which highlights ...

Retirement planning is a personal responsibility

HARRISON WORLEY  |  FRIDAY, 27 JUL 2018
... within five years of retirement believing they wouldn't get close to what is needed. SSGA's research also found current retiree experiences aligned with the expectations of working Australians when it came to retirement income. Current retirees reported ...

SMSFs overlooking off-the-plan property risks

KARREN VERGARA  |  FRIDAY, 20 JUL 2018
Self-managed superannuation funds are showing a strong demand for off-the-plan properties but often overlook the risks associated with this type of investment. According to property research firm RiskWise, off-the-plan properties have driven lower property ...

Aussie retirees blindsided by cost of living: Schroders

HARRISON WORLEY  |  THURSDAY, 19 JUL 2018
... expectations and reality. "There are clearly a number of lessons we can learn from our elders where the experience of a retiree differs from what working Australians expect in retirement. Saving as much as possible from as early on as possible can help ...

Boutique licensee acquires regional advice firm

JAMIE WILLIAMSON  |  FRIDAY, 13 JUL 2018
In its largest transaction to date, a growing boutique dealer group has acquired a Mudgee-based financial advice practice. Profile Financial Services has bought onePlan Financial Planning, following an extensive review of potential buyers by the practice's ...

Pre-retirees fear longevity risk: AustralianSuper

JAMIE WILLIAMSON  |  THURSDAY, 12 JUL 2018
AustralianSuper is launching a retirement confidence index it says will shine a light on how the superannuation system can reduce anxiety among pre-retirees. Created in conjunction with Monash University, the AustralianSuper Retirement Confidence Index ...

Leave dividend imputation system as is: Plato

KARREN VERGARA  |  WEDNESDAY, 4 JUL 2018
Plato Investment Management has set up an online petition to ensure the current dividend imputation system remains untouched should the Labor Party win the next federal election. The fund manager has already garnered the support of 500 signatories. ...