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Showing 761 - 770 of 1358 results for "Retiree"

BetaShares Managed Risk Series hits $200m

MARK SMITH  |  THURSDAY, 26 MAY 2016
... risk of capital loss during times of significant market declines. Such concerns are particularly relevant to the SMSF and retiree market. HVST, the longest running BetaShares Managed Risk fund, has delivered a distribution yield (paid monthly) of over ...

Australia joining global retirement focus: Challenger

DARREN SNYDER  |  FRIDAY, 20 MAY 2016
... rollover in Australia which is giving rise to people who may have invested in equities over this last year, and if you're a retiree, you may have been there to pick up the dividends but the reality is you probably dropped anywhere between 10 and 15% ...

Public sector retirees still seek answers

DARREN SNYDER  |  TUESDAY, 17 MAY 2016
... 10% cap on defined benefit income that is excluded from the pension income test. The Australian Council of Public Sector Retiree Organisations (ACPSRO) wants to know answers to nine questions it put to Minister for Social Services, Christian Porter ...

PROFILE: Mercer senior partner David Knox

DARREN SNYDER  |  MONDAY, 16 MAY 2016
He holds one of the first doctorates of superannuation in Australia and has developed some of the country's most innovative retirement ideas and products. Darren Snyder discovers what really drives industry veteran and Mercer senior partner David Knox. ...

Ethics and income not incompatible: Martin Currie

ALEX BURKE  |  FRIDAY, 13 MAY 2016
... Martin Currie research found that the "investment needs" of ethical investors "are often not dissimilar to those of a retiree, due to their similar need for 'sustainable income'." Using the initial screen Martin Currie applies for its Equity Income strategy ...

Government acts on income streams review

DARREN SNYDER  |  WEDNESDAY, 4 MAY 2016
Going some way to form the federal government's superannuation budget agenda last night was Treasury's release of the Retirement Income Streams Review. Based on the review's seven recommendations the government has decided to remove tax barriers to ...

Advisers encouraged to review changes carefully

KERRIE SYDEE  |  WEDNESDAY, 4 MAY 2016
A higher than expected number of changes to superannuation delivered in the 2016 federal budget will keep financial advisers on their toes, as they work to update financial plans in line with the changes. From 1 July 2017, the tax exempt status of income ...

Super objective paves way for taxation changes

DARREN SNYDER  |  TUESDAY, 3 MAY 2016
The Federal Government has made several budget announcements around its reaffirmation of enshrining the objective of superannuation in law, including taxing the earnings of Transition to Retirement Income Streams. A joint statement from Treasurer Scott ...

Sunsuper offering pension bonuses

DARREN SNYDER  |  FRIDAY, 29 APR 2016
Sunsuper is following an initiative to offer member bonuses for transitioning retirement savings to an income account as part of a wider retaining strategy. The $34 billion fund's new pension product will include a bonus of up to $2,400 for eligible ...

FSC sends final budget message

DARREN SNYDER  |  WEDNESDAY, 27 APR 2016
... Loane added the last Intergenerational Report found that in 40 years' time, in 2055, there will be 2.7 taxpayers for every retiree compared to 4.7 today. "We can't simply rely on the Age Pension, there will not be enough taxpayers there in 40 years' ...