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Showing 51 - 58 of 58 results for "Retirement Strategy"

Striking a balance on SMSF direct property

MICHAEL HOBBS  |  FRIDAY, 14 MAR 2008
... proportion of direct property in a SMSF must be continually revised to ensure it does not affect the post-retirement strategy, said Kate Anderson, Mariner Financial superannuation strategist. "If you have direct property in your SMSF, you've got to make ...

One in three retirees don't review plan

MICHAEL HOBBS  |  TUESDAY, 29 JAN 2008
Almost one third of Australians in retirement have not re-assessed their retirement strategy, according to an AXA survey. The AXA survey conducted by Roy Morgan Research included 309 phone interviews to working Australians aged 25 and over and 319 phone ...

Home equity needs to be part of retirement strategy

HAMISH MADDEN  |  TUESDAY, 26 SEP 2006
Recently re-branded financial services provider Over Fifty Group has published a paper pushing for a paradigm shift around home equity release, claiming bricks and mortar savings could plug the retirement savings gap. Over Fifty Group compiled the Commentary ...

Age and marriage trigger retirement planning: AXA

... The survey found that marriage and hitting 40 are the two key life events that would spur them to set up a retirement strategy. Men aged 40 to 55 years were the most proactive and more likely to set up or already have a self-managed superannuation fund ...

Asteron launches income product for 80s and over

KATE HAGE  |  THURSDAY, 31 AUG 2006
... should only commit the 10 to 20 per cent of your retirement savings. It only fits together with a greater retirement strategy."

Amicus builds business on flat planning fee

... on a very high income with a fairly simple 'wealth accumulator' financial profile, or 50-plus with a simple retirement strategy. "I have had to turn away potential clients who are either not earning enough so I'm not 'good value for money' to them or ...

Super benefits buried under gobbledygook

... might all come to nought unless you or your financial planner understands the jargon involved. In a Mariner Retirement Strategy and Planning session this week, the group's head of technical services, Kate Anderson, told an audience of financial planners ...

Rothschild releases unique forestry investment project

AAP  |  THURSDAY, 27 MAY 2004
... the Tumut-Tumbarumba region in southern NSW with its underlying land as part of a long-term tax efficient retirement strategy. Investors will be able to invest in either or both the plantation investment or the land trust with the land trust offering ...
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