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Showing 711 - 720 of 1358 results for "Retiree"

Severe inadequacies in retiree portfolios: VicSuper

ALEX BURKE  |  MONDAY, 9 JAN 2017
... guaranteed income accounts, which "offer longer-term stability for retirees by providing secure, monthly payments to address retiree's needs." VicSuper chief executive Michael Dundon said: "While super funds are looking into ways of making the system ...

SMSF satisfaction belies uncertainty

ALEX BURKE  |  FRIDAY, 16 DEC 2016
Even if 75% of SMSF holders report being satisfied with their fund choice, a new UBS/FSC report suggests a lot of uncertainty in the sector about retirement adequacy and government policy. The report is based on a survey conducted by KREAB Research ...

RI Advice launches retirement planning toolkit

ALEX BURKE  |  THURSDAY, 15 DEC 2016
... income-focused model portfolios designed by ANZ. To boost awareness of the toolkit, RI also partnered with not-for-profit retiree association Probus, which RI chief executive Peter Ornsby said reflected his business' "long history and depth of experience ...

The rise of the robo-adviser

DARREN SNYDER  |  WEDNESDAY, 30 NOV 2016
Financial advisers must be encouraged by keen online investors seeking more robo-advice opportunities and new automated investment solutions. This is a key finding in the inaugural Investment Trends Robo-advice Report released this week. The report ...

Part-pensioners short-changed by asset test changes

ALEX BURKE  |  WEDNESDAY, 30 NOV 2016
Up to 300,000 part-pensioners will have to make significant changes to their retirement income strategy to avoid losing out to the 2017 asset test changes, according to Plato Investment Management research. Plato's research found that in order to maintain ...

XTBs added to OwnersAdvisory

JAMIE WILLIAMSON  |  TUESDAY, 22 NOV 2016
XTBs have been added to OwnersAdvisory by Macquarie as investors continue to seek income in a low-yield environment. The inclusion of XTBs on the platform expands the range of fixed income solutions that OwnersAdvisory advises on, with the platform ...

Advisers drive annuities growth

KERRIE SYDEE  |  TUESDAY, 15 NOV 2016
... apparent." Abernethy highlighted the favourable treatment of annuities by Centrelink could be an important consideration for retiree clients impacted by asset test changes coming into effect January 2017. "More advisers are looking to partner with providers ...

VicSuper highlights retirement struggles

KERRIE SYDEE  |  MONDAY, 14 NOV 2016
More than 50% of Australians aged over 55 feel financially underprepared for retirement and 23% feel completely out of depth when thinking about retirement finances. The findings come from a study commissioned by VicSuper, also detailing that two in ...

Markets fear Trump effect on global trade

MICHELLE BALTAZAR  |  THURSDAY, 10 NOV 2016
Beyond the initial market sell-off, investors might have a bigger worry ahead if US President-elect Donald Trump makes good on his global trade platform. The Republican presidential nominee is heading for the White House after securing the most votes ...

The $25 trillion decision US voters have to make

MICHELLE BALTAZAR  |  WEDNESDAY, 9 NOV 2016
There is no shortage of commentary on the likely impact of a Clinton or Trump victory on global markets. Ahead of the election results announcement, Financial Standard selects some of the most quotable quotes and the latest insights affecting Australian ...