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Showing 741 - 750 of 1358 results for "Retiree"

Goal based investing puts retirees in the spotlight

KERRIE SYDEE  |  THURSDAY, 4 AUG 2016
... accumulation. You can't just take a product that's built for someone in accumulation, a superannuation style product, and say ok retiree invest in that and drawdown your capital at whatever rate you please and that's your solution. "The beauty of goal ...

Is gold on the ceiling for Australian investors?

DARREN SNYDER  |  FRIDAY, 29 JUL 2016
Gold's place inside an investment portfolio came under the spotlight this week as two fund managers provided separate views on the divisive asset. Speaking at an ABC Bullion event, 'The new bull market in precious metals', Cor Capital Fund executive ...

Retirement system needs work: Actuaries

DARREN SNYDER  |  THURSDAY, 28 JUL 2016
Australia's retirement system is not sustainable for people living longer than the average life expectancy if drawdown trends continue, according to the Actuaries Institute. The Institute says the number of super members to completely exhaust their ...

ATO resource targets illegal pension schemes

MARK SMITH  |  THURSDAY, 28 JUL 2016
The Australian Taxation Office (ATO) has launched a new initiative aimed at educating advisers and pre-retirees about the potential pitfalls of retirement planning schemes. Super Scheme Smart - which forms part of the ATO's broader focus on tax avoidance ...

Pre-retirees adopting sharing economy

KERRIE SYDEE  |  TUESDAY, 26 JUL 2016
An increasing number of pre-retirees are participating in the sharing economy in a bid to boost their wealth and income, according to the latest RateSetter Sharing Economy Trust Index. The bi-annual report measures the attitudes and behaviour of Australians ...

Super gets reality check on engagement

DARREN SNYDER  |  FRIDAY, 22 JUL 2016
Choice chief executive Alan Kirkland told superannuation funds a few home truths this week, relaying several member perceptions about the industry ahead of research to be released by the consumer advocacy group. Speaking at an Association of Superannuation ...

Australia ranks sixth in global pension survey

KERRIE SYDEE  |  THURSDAY, 21 JUL 2016
The 2016 Global Retirement Index (GRI) has ranked Australia sixth in the world for the wellbeing of its retirees, naming engagement as a key factor in improving retirement outcomes. Released by Natixis Global Asset Management, the GRI compares the ability ...

Challenger finalises partnerships with three super funds

ALEX BURKE  |  TUESDAY, 19 JUL 2016
Challenger is finalising partnerships with three industry super funds to launch annuity products on each. The first is $9 billion Local Government Super, whose 90,000 members will be able to access Challenger backed annuities through Link Group subsidiary ...

MGP subsidiary buys stake in QLD advice firm

ALEX BURKE  |  MONDAY, 18 JUL 2016
Managed Accounts Holdings (MGP) subsidiary Planner Holdings has acquired a minority interest in a Queensland-based advice firm. Holman McGregor Financial Services (HMFS), established in 2003 and based in Noosaville, is owned by Rob McGregor, founder ...

Longevity driving interest in risk pooled products

KERRIE SYDEE  |  WEDNESDAY, 6 JUL 2016
A combination of longer life expectancy and poor returns from volatile markets is driving more investors to reassess their retirement and life insurance products, according to Milliman. Milliman, a global provider of actuarial products and services ...