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Showing 41 - 50 of 60 results for "Retirement Strategy"

Active management a 2% tax drag

MARK SMITH  |  WEDNESDAY, 27 MAR 2013
... active management continues to be the weapon of choice of the majority of institutional and retail investors, a retirement strategy based on holding index funds over the very long-term can lead to huge tax savings. "The old argument, 'you shouldn't let ...

HESTA income stream phases out risk

BEN COLLINS  |  TUESDAY, 10 JUL 2012
... Fowler said that the new income product was the result of research that showed member's wanted a simple post-retirement strategy, where exposure to riskier assets declines over time - without having to keep changing their investment configuration.

Super strategy needed for retirees

ELISE BURGESS  |  FRIDAY, 28 OCT 2011
Relying on a transition to retirement strategy is not enough, with a new approach to superannuation and changing income needs required to address a lack of understanding in super savings options, said an advice firm. According to Michael Hutton, wealth ...

ASIC looks to reshape retail advice

ELISE BURGESS  |  FRIDAY, 29 JUL 2011
... scale advice (CP 164) will offer examples of scalable advice in purchasing shares, adopting a transition to retirement strategy and superannuation pension products among others. CP 164 will also outline the difference between factual information, general ...

BT adopt retirement strategy with new head

RACHEL DAVIS  |  THURSDAY, 19 MAY 2011
... insurance, superannuation, investments and retirement products. In the role, Greenhalgh will implement BT's retirement strategy and lead the retirement team. Formerly the general manager, product and marketing at Challenger, Greenhalgh developed Challenger's ...

Speed bumps to annuities

ELISE BURGESS  |  FRIDAY, 25 MAR 2011
... development of annuities and further innovation in related products in the Australian market. However, post-retirement strategy continue to be a hot topic, with trustees faced with the choice to launch direct forms of longevity protection, particularly ...

KiwiSaver eggs more savings, but not enough

MICHAEL HOBBS  |  TUESDAY, 11 MAY 2010
... while New Zealanders appear to be embracing the retirement structure, most could be far more active in their retirement strategy. Indeed, the survey found most respondents remain passive about their KiwiSaver investment strategy with 93 per cent remaining ...

ASSET Super launches TTR calculator

COMPANY RELEASE  |  WEDNESDAY, 11 MAR 2009
... interactive web-based calculator has been released by Asset Super to help people considering a transition to retirement strategy in the lead up to full retirement. Asset Super is working with Rice Warner Actuaries to design a new Transition to Retirement ...

Financial Wisdom recognises its best

MICHAEL HOBBS  |  TUESDAY, 23 SEP 2008
... for a self managed super fund business model. He also developed a modelling software tool for transition to retirement strategy scenarios that is utilised across the industry.

BT raises savings for term deposits

MICHAEL HOBBS  |  TUESDAY, 17 JUN 2008
... seeking a low risk, income generating features of cash. "For those in retirement or eligible for a transition to retirement strategy, securing 8.4 per cent tax free income for 12 months is a pretty compelling proposition in the current environment," ...