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| | | ... funds can be accessed. "Having access along the way for different sets of circumstances isn't necessarily going to be the case moving forward, because that's not the purpose of those funds," he said. Meanwhile, from an estate planning perspective, super ... |
| | | | ... could achieve that while keeping unemployment below 5%, mid-2025 would be a "fantastic outcome." "We've discussed the case for being even more aggressive with interest rates and trying to get inflation back to 3% before the end of 2025," he explained. ... |
| | | | New life insurance research shows that women who make cancer-related claims tend to be younger than men. A MetLife study found that females making cancer-related claims in the areas of death, income protection, terminal illness, TPD and trauma are younger ... |
| | | | ... of lower volatility and smaller absolute return-potential in general in this asset class, believe it still makes a strong case for greater diversity," WTW said. "... Similarly, we tested whether certain asset classes are lagging the broader industry ... |
| | | | ... advice is going to replace what was previously done as general advice, where there was no BID or anything like it. In any case that is a more complex matter and not part of our quick win's proposal." In conclusion, Anderson reinforced that the QAR des ... |
| | | | ... provide our members with low fees, competitive products, personalised service and affordable and flexible insurance options." A case study highlighted monetary changes members could expect with default A death and TPD cover at the age of 36. Before March ... |
| | | | The court case against Mercer Superannuation for allegations of greenwashing is "just one of the investigations on foot", ASIC chair Joe Longo said. "We will do what we need to do to make sure entities are not misleading the market" on greenwashing ... |
| | | | Lazard Asset Management (LAM) has acquired US-based firm Truvvo Partners (Truvvo) to form Lazard Family Office Partners. The two firms bring together approximately $11.7 billion in assets, including LAM's existing US private client business. Together ... |
| | | | ... balances in retail funds may have migrated to self-managed super funds (SMSFs), Rainmaker Information said. This is another case study of how retail super has lost the superannuation war, it added. According to the ATO, SMSFs with balances over $5 million ... |
| | | | Australia's poor level of financial literacy is potentially making the underinsurance problem worse and puts women further behind, according to MetLife. The life insurer looked at the impact of financial literacy on Australians' financial health ... |
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