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Showing 871 - 880 of 1358 results for "Retiree"

Super breaks $2trn on way to $9trn

ALEX DUNNIN  |  THURSDAY, 2 APR 2015
Superannuation has now passed through $2 trillion and is well on its way to exceeding $9 trillion over the next 20 years, according to new research released by Rainmaker. While official figures are yet to confirm the $2 trillion marker has been crossed ...

Changes to super tax needed: AIST

DARREN SNYDER  |  THURSDAY, 2 APR 2015
The Australian Institute of Superannuation Trustees believes changes need to be made to ensure tax concessions for super fund members and retirees are both fair and sustainable for all Australians. AIST will submit to the federal government's Tax Discussion ...

Don't take our franking credits: Taxpayers Australia

DARREN SNYDER  |  WEDNESDAY, 1 APR 2015
Removing dividend imputation will lower returns and favour wealthy overseas investors over local retirees who rely on dividend income and the reduced tax from franking credits, according to Taxpayers Australia. TAL head of superannuation and Taxpayers ...

Brightstone to provide model portfolios with NetActuary

ALEX BURKE  |  TUESDAY, 31 MAR 2015
... uncertainty with an active and deep research driven investment strategy," he said. "This service will also aim to improve retiree engagement and retention rates as retirees enter their retirement phase." He added, "We find that retirees are seeking low ...

Defensive pension pots just won't last

STAFF WRITER  |  WEDNESDAY, 25 MAR 2015
Portfolio diversification and a greater allocation to growth assets are likely to help retirees make their superannuation last longer, according to modelling by the Association of Superannuation Funds of Australia (ASFA) and State Street Global Advisors ...

Global dividend growers suit retirement income

MARK SMITH  |  FRIDAY, 20 MAR 2015
... What's more, Capital Group senior vice president Andy Budden says the approach dovetails nicely with the average SMSF or retiree portfolio. "Australian investors have traditionally focused on a number of domestic securities for income - term deposits ...

UK pension changes to benefit Australia

LAURA MILLAN  |  THURSDAY, 19 MAR 2015
The lifetime allowance (LTA) cut announced in this year's United Kingdom 2015 Budget could result in more British retirees moving their pensions out of the UK. The Budget contemplates that the amount individuals can save tax-free into pensions will ...

Marketing key to $480bn post-retirement opportunity

MARK SMITH  |  WEDNESDAY, 18 MAR 2015
A high proportion of those in or near retirement have little idea what to do when it comes to choosing a post-retirement product and that uncertainty could be costing the superannuation industry as much as $480 billion. That's the conclusion of a recently ...

New ASFA course focuses on post-retirement

STAFF WRITER  |  MONDAY, 16 MAR 2015
The Association of Superannuation Funds of Australia (ASFA) has launched a new course designed to raise the level of knowledge of advisers and product issuers when it comes to post-retirement. The course will help financial advisers and funds respond ...

IGR proves current welfare level is unsustainable: FSC

LAURA MILLAN  |  FRIDAY, 6 MAR 2015
The results of the Treasury's Intergenerational Report prove that Australia's current level of social welfare cannot be sustained and that superannuation will play a key role in addressing the issue, the Financial Services Council (FSC) said. Reacting ...