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| | | ... years, members generally have become acutely aware of the need to fund their own retirement and are seeking advice on everything from how much they will need for retirement to strategies for boosting their retirement savings," said Equipsuper's chief ... |
| | | | ... of their total membership base to start managing their finances early on. "It's not just about superannuation but on everything that will help them improve their knowledge on things that matter to them," she said. For example, the DVD will have sections ... |
| | | | ... regulations. If we are to retain our strengths in these challenging new environments, we must embrace diversity in everything we do," said Richard Harvey, Aviva's group chief executive. Michelle Baltazar |
| | | | ... "The first one will be a general 'Finding your feet with money - The Barefoot Series on Moneytude'. It's a parody on everything that's bling. So it's about how to 'use your money wisely', 'five easy steps to sort out your finances' and it's a bit of ... |
| | | | ... "The more the ATO is going to look at things, possibly the more accountants will spend on the job, making sure that everything's right, and trying to educate trustees," she said. Andrea Slattery, chief executive officer of the SMSF Professional Association ... |
| | | | ... competitive and different, not by being the same. So the notion now where we are so transparent, where everybody knows everything, is actually not consistent with being competitive and different," said Murray. Given that some of the country's largest ... |
| | | | ... current environment was "like working in a pressure cooker" with "teachers feeling guilty if they don't get through everything." Calling for a charter to redefine primary schools' roles, Trimper said primary schools have become a ready market for interest ... |
| | | | ... advice centre and financial planning centre, and enables members to ring one number to receive information and advice on everything from basic account administration to a full financial plan. "Sunsuper exists solely for members' benefit and the introduction ... |
| | | | ... clients, with no reverse mortgage being a one size fits all. "There's no one product that I'm aware of that covers everything, so planners will need to have access to a number of products to choose which one is appropriate for their clients, and that ... |
| | | | ... "During bull markets [2003 to present], the reverse occurs where the industry tends to focus on absolute returns given everything is going up, whereas their returns relative to the indices are not necessarily as attractive." One of their clients, a 61-year ... |
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