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Showing 61 - 70 of 638 results for "Income Stream"

The four Ds to watch in the decades to come: La Trobe

JAMIE WILLIAMSON  |  WEDNESDAY, 31 JUL 2024
There are four key themes that will drive investment outcomes over the next generation, says La Trobe Financial's Michael Watson. Speaking at the Advisers Big Day Out (ABDO) regional roadshow in Terrigal this morning, Watson outlined the four themes ...

Reconsider the home as a retirement income pillar: Actuaries Institute

ANDREW MCKEAN  |  MONDAY, 22 JUL 2024
... how the home is traditionally viewed, changing from a "nest egg" to a key financial asset retirees can use as an income stream in retirement. It comes as more than three million Australians are set to enter the retirement phase in the next decade, a ...

Adviser queries jump 40%: AMP

ELIZA BAVIN  |  THURSDAY, 11 JUL 2024
Financial advisers are focused on helping their clients navigate superannuation contributions, transfer balance caps, dealing with a death benefit and home ownership issues, according to the latest data from AMP Advice. TapIn, AMP Advice's technical ...

HESTA returns 9.1% to members

ANDREW MCKEAN  |  WEDNESDAY, 3 JUL 2024
... added that strong long-term investment performance would help retirees maintain their savings while they draw an income stream. "It was fantastic to see that our income stream balanced growth option returned 10.16% for the financial year ending 30 June ...

Australian wealth rises to $16.2tn

ELIZA BAVIN  |  THURSDAY, 27 JUN 2024
... and in retirement." Keith said private credit, or non-bank loans, could offer investors a relatively attractive income stream and capital protection through stringent loan process, along with the security taken over borrower assets. "Private credit can ...

Ageing Australians rapidly shifting retirement planning

ELIZA BAVIN  |  WEDNESDAY, 19 JUN 2024
... evolved. "A new mindset has emerged - one that focuses not on only accumulation, but on a reliable and sustainable income stream," he said. "Until recently, the range of super-based retirement income strategies in Australia has been limited, increasing ...

Principal Finisterre launches new debt fund

ELIZA BAVIN  |  MONDAY, 27 MAY 2024
... to investment vehicles and heightened returns which now, more than ever before, are creating a highly diversified income stream for global investors," Buchet said. "By strategically incorporating EMD, Australian investors gain access to the growth potential ...

How super funds could better support members: Research

ELIZA BAVIN  |  MONDAY, 27 MAY 2024
... about their finances. At the point of retirement, 34% of retirees had converted their superannuation to a regular income stream or pension account, while 27% had kept most of their savings in their accumulation account, 15% had withdrawn all or most ...

Treasury mulls transfer balance credit provision reforms

JAMIE WILLIAMSON  |  THURSDAY, 4 APR 2024
... The government is consulting on changes to provisions afforded to super fund members with a capped defined benefit income stream to ensure they are not negatively impacted in the event of a merger. Under current legislation, when a super fund merges ...

AvSuper prepares members for merger, fee changes

KARREN VERGARA  |  FRIDAY, 22 MAR 2024
... will see these change to $1 per week, plus 0.05% p.a. on the first $800,000 of their balance under ART. For AvSuper income stream members, investment options they are invested in will be mapped to similar options ART offers based on their risk-return ...