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Showing 51 - 60 of 2751 results for %22Plan For Life%22

Young women report low financial literacy: NAB

CASSANDRA BALDINI  |  FRIDAY, 24 NOV 2023
... quarter, reaching 44%. NAB head of customer vulnerability Michael Chambers explained that many people are one unexpected life event away from financial hardship. "While NAB customers are broadly in good shape, one in four Australians say they don't ...

Inaugural FAAA award winners named

CASSANDRA BALDINI  |  WEDNESDAY, 22 NOV 2023
The Financial Advice Association Australia (FAAA) revealed the recipients of its 2023 awards, including Adviser of the Year and Certified Financial Planner Professional of the Year. Celebrating its first awards gala dinner as a merged entity in Adelaide ...

Australian Retirement Trust adds $12.3bn via CBA Group Super transfer

JAMIE WILLIAMSON  |  MONDAY, 20 NOV 2023
... still working through the transfer of AvSuper, which it agreed to in February this year, and Alcoa of Australia Retirement Plan, committed to in March. That same month it confirmed it was undertaking a successor fund transfer with Oracle Superannuation ...

Australian Unity sells advice arm to Fortnum, Nestworth

ANDREW MCKEAN  |  TUESDAY, 14 NOV 2023
... financial wellbeing of approximately 60,000 Australians. It will manage over $40 billion in funds under advice, $200 million in life insurance premiums, and leverage a network of 400 advisers across Australia. Australian Unity wealth and capital markets ...

Treasury unveils advice reforms draft legislation

KARREN VERGARA  |  TUESDAY, 14 NOV 2023
... in the first tranche of legislation". "Another piece of important news for our members is confirmation that commissions on life insurance (Recommendation 13.7) can continue to be paid to advisers, with a one-off written consent from the client before ...

Insurers drop allocation to risk assets: Research

CASSANDRA BALDINI  |  MONDAY, 13 NOV 2023
... expectations (50%). The report clarified that 90% of insurers mentioned the economic climate will prompt them to implement or plan strategic shifts in their asset allocation strategies within the next year. It said, over the next 12 months, 11% will ...

Future Super acquires GuildSuper

JAMIE WILLIAMSON  |  WEDNESDAY, 1 NOV 2023
Future Super Group is ramping up its growth strategy, entering the default super space with the acquisition of GuildSuper. The deal with GuildSuper will see Future Group add about $2.77 billion in funds under management and 99,000 members. This includes ...

TelstraSuper launches option, retirement tool

KARREN VERGARA  |  TUESDAY, 31 OCT 2023
TelstraSuper has unveiled several features for its younger and older membership that include a new option and retirement planning tool, and enhancements to its self-managed investment platform. The new High Growth option comprises 90% growth and 10% ...

Frontier calls out structural super fund flaws

ANDREW MCKEAN  |  MONDAY, 30 OCT 2023
... cornerstone of this approach lies in determining a 'safe amount' to spend during retirement and creating a spending plan for the future. "The Retirement Wage can be recalculated annually to reflect returns, future mortality expectations, inflation ...

Adviser numbers steady, but shortfall predicted

CHLOE WALKER  |  MONDAY, 30 OCT 2023
With the number of financial advisers stabilised at around 16,000 after falling 43% from its December 2018 peak, forecasting by Rainmaker Information has sought to determine whether demand for advice over the coming decade can be met. According to Rainmaker ...