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Showing 721 - 730 of 1358 results for "Retiree"

Uncertain environment fuelling risky investment

JAMIE WILLIAMSON  |  MONDAY, 7 NOV 2016
The prospect of a Donald Trump victory and the continuance of historically low interest rates by the RBA are placing increased pressure on self-funded retirees and increasing opportunity risk, says Australian Unity. Head of Australian Unity David Bryant ...

Managed accounts boost income by 77%: case study

JAMIE WILLIAMSON  |  FRIDAY, 4 NOV 2016
... financial advisers can use managed accounts to improve a client's retirement income. The case study uses the example of a pre-retiree couple with a combined superannuation balance of $1 million invested in a rolling six month term deposit. The low 2.7% ...

IRESS appoints retirement incomes chair

ALEX BURKE  |  WEDNESDAY, 2 NOV 2016
IRESS has appointed a new retirement incomes chair. David Orford takes on the role having been chair of Financial Synergy, whose acquisition by IRESS was completed on October 31. Orford founded Financial Synergy in 1976, having previously been an actuary ...

Super funds should reassess view of balances: Challenger

JAMIE WILLIAMSON  |  WEDNESDAY, 2 NOV 2016
Superannuation balances should be considered on a household level rather than the traditional individual view, according to new retirement insights from Challenger. The latest research from the investment manager shows that if pre-retirees look at their ...

Milliman and Frontier explore new retirement product

DARREN SNYDER  |  TUESDAY, 1 NOV 2016
... willing to bear," a co-authored white paper said. "The DLA converts to an immediate annuity at a guaranteed rate - the retiree will know what their annuity payments will be when they purchase the DLA. The rainy day fund would convert to an immediate ...

Super engagement strategies still misfiring

ALEX DUNNIN  |  THURSDAY, 13 OCT 2016
New research released by consumer group Choice reveals that engagement strategies by super funds are still a work in progress. The research: Project Superpower. Informing a strategy to engage people with their superannuation is a qualitative study that ...

Popularity of annuity bonds set to soar

KERRIE SYDEE  |  MONDAY, 10 OCT 2016
Indexed annuity bonds are expected to experience sales growth over the next 12 months as the reality of low interest rates and high volatility drives more investors to the asset class. FIIG Securities national manager of adviser services, Simon Michell ...

How a niche can add value

MARK SMITH  |  THURSDAY, 6 OCT 2016
In the evermore complex world of financial advice, trying to be a jack-of-all-trades could be hurting your business. That's according to 2015 AFA Adviser of the Year David Reed, who told delegates at this year's annual conference that he had gone from ...

Next wave of super legislation rolls in

DARREN SNYDER  |  WEDNESDAY, 28 SEP 2016
Attempting to keep superannuation reforms on the move, Treasurer Scott Morrison released more draft legislation yesterday. Among the second tranche of legislation are plans to implement the $1.6 million transfer balance cap, limiting the amount an individual ...

Well-known stockbroker launches own SMAs

JAMIE WILLIAMSON  |  FRIDAY, 23 SEP 2016
A well-known stockbroker has introduced two managed accounts strategies aimed at retail investors and advisers. Owner and author of daily stockmarket newsletter Marcus Today, Marcus Padley has introduced two SMAs, partly to service the clients of Marcus ...