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Showing 731 - 740 of 1358 results for "Retiree"

Rethinking risk through goals-based investing

ALEX BURKE  |  TUESDAY, 13 SEP 2016
... from the income they need to provide for basic daily necessities. Recent AMP Capital research provides a sample case of a retiree with $500,000 sitting in a balanced superannuation fund drawing down an inflation-adjusted $38,000 each year. While in the ...

$1.6 million cap will not derail retirement

DARREN SNYDER  |  MONDAY, 12 SEP 2016
... there is a 94% probability that $1.6 million will be enough to sustain a $50,000 annual income for a 65-year-old male retiree until age 87. The probability declines slightly for a female because her predicted life span is longer at 89. Milliman used ...

A former PM, a Harvard professor and an adventurer to headline AFA conference

KERRIE SYDEE  |  FRIDAY, 9 SEP 2016
The Association of Financial Advisers has revealed its seven plenary keynote speakers, with just 26 days until the National Adviser Conference kicks off. Headlining the conference is former Prime Minister John Howard, who will outline his vision for ...

Alpha-beta split allows better asset allocation

DARREN SNYDER  |  THURSDAY, 8 SEP 2016
One of Australia's largest superannuation funds says it has strategically split its investment portfolio between alpha and beta to better monitor performance and asset allocation. Although not a new concept, First State Super has moved to an alpha and ...

Mason Stevens delivers new SMA offering

JAMIE WILLIAMSON  |  TUESDAY, 6 SEP 2016
Mason Stevens has introduced a retail Australian fixed income separately managed account. The Mason Stevens Fixed Income SMA, which requires a minimum investment of $100,000, was developed in response to increased demand from advisers for direct access ...

Digital advice an economic problem

DARREN SNYDER  |  TUESDAY, 30 AUG 2016
An industry consultant believes superannuation funds banking on superior technology solutions or digital advice programs to deliver a competitive advantage should rethink their strategy. Adviser Network chief executive Duncan McPherson said super funds ...

Retiree expenditure remains modest: study

DARREN SNYDER  |  TUESDAY, 23 AUG 2016
A new study of retiree expenditure answers some myths and fears about what retirees need to live on and will help shape future superannuation policy. Research commissioned by the Australian Institute of Superannuation Trustees (AIST) and conducted by ...

ANZ partners with Mercer for retiree portfolios

ALEX BURKE  |  THURSDAY, 18 AUG 2016
ANZ Wealth has partnered with Mercer to develop new model portfolios for retirees. The portfolios will be distributed via ANZ Wealth aligned licensees and focus on diversification across asset classes. Each is based on a particular investment objective ...

Pension changes will impact retirement adequacy

KERRIE SYDEE  |  FRIDAY, 12 AUG 2016
Impending changes to the aged pension asset test thresholds will have a significant impact on the number of couples able to achieve a comfortable retirement, according to new research from Willis Towers Watson (WTW). The joint research from WTW and ...

Retirees increasingly favour income over lumps sums

MARK SMITH  |  THURSDAY, 4 AUG 2016
Retirees are increasingly choosing to access their superannuation through income streams rather than withdrawing lump sums, according to new analysis released by the Australian Bureau of Statistics (ABS). Bjorn Jarvis, the program manager of the ABS' ...