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Showing 51 - 60 of 297 results for "Retirement planning"

AustralianSuper unleashes raft of investment and fee changes

ELIZA BAVIN  |  TUESDAY, 2 JUL 2024
... and Choice products. The section that has been removed said: "For advice fees, other than for over-the-phone retirement planning advice mentioned above, the fund claims Reduced Input Tax Credits (RITCs) of 55% on GST it pays and passes the benefit on ...

Ageing Australians rapidly shifting retirement planning

ELIZA BAVIN  |  WEDNESDAY, 19 JUN 2024
New research from Allianz Retire+ has shown that Australia's ageing population is rapidly shifting its retirement planning focus to income rather than accumulation. The white paper suggested this change has seen financial advisers refining their advice ...

HESTA pushes for expediated advice reforms

ANDREW MCKEAN  |  MONDAY, 3 JUN 2024
... Quality of Advice Review reforms. The $89 billion industry fund noted a strong demand for digital tools for retirement planning. HESTA reported that more than 300,000 of its nearly one million members, 80% of whom are women, have used digital tools to ...

Super fund engagement peaks among members with $250k+ balances: Report

ANDREW MCKEAN  |  THURSDAY, 30 MAY 2024
... Investment Trends associate research director Ludovic Sevestre said more people are taking control of their retirement planning. "Our data also reveals that the more interactions non-retirees have had with their super fund over the past year, the more ...

Members' attitude, behaviour key to better engagement

JAMIE WILLIAMSON  |  WEDNESDAY, 15 MAY 2024
... communication; pre-retirement plans; and personalised information and advice. They also said clear guidance and advice, retirement planning seminars and effective projection and modelling tools would be the most helpful services to prepare for retirement. ...

Brighter Super signs David Koch as ambassador

JAMIE WILLIAMSON  |  MONDAY, 18 MAR 2024
... superannuation fund says the partnership "will help demystify complex financial concepts around superannuation and retirement planning" for members, outlining the metrics by which its success will be measured. David Koch, also known as Kochie, is taking ...

Coastal Advice Group merges with Compass Financial Management

ELIZA BAVIN  |  THURSDAY, 14 MAR 2024
... dedicated roles to support clients in the areas of insurance and aged care, enabling the core team to focus on retirement planning and wealth management. "We have strategically pursued premium businesses in these three transactions, and when we focus ...

New campaign pushes for reproductive leave

JAMIE WILLIAMSON  |  THURSDAY, 7 MAR 2024
... menopause and perimenopause, including but not limited to, reduced workforce participation, productivity and retirement planning; the physical health impacts, including menopausal and perimenopausal symptoms, associated medical conditions such as menorrhagia ...

Melbourne advice firm joins Count

CHLOE WALKER  |  WEDNESDAY, 6 MAR 2024
... supporting their clients for more than 20 years. They offer strategic advice, specialising in superannuation, retirement planning, aged care solutions, SMSFs and risk insurance. Tailored Lifetime Solutions director David Kelsey said the decision to partner ...

AustralianSuper calls for an 'account for life'

ANDREW MCKEAN  |  MONDAY, 12 FEB 2024
... provide more support, guidance, and advice, leveraging data sharing with government to smooth the complexity of retirement planning. It proposed updating advice regulations to be technology neutral, enabling the adoption of AI and similar technologies ...