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Showing 881 - 890 of 1358 results for "Retiree"

Tax concession debate "simplistic": SMSF Association

MARK SMITH  |  MONDAY, 2 MAR 2015
The SMSF Association's chief executive and managing director Andrea Slattery has called for a more informed debate about the cost of super tax concessions. In a strongly worded media release, Slattery branded the current debate as "misinformed, simplistic ...

Zenith rates Mercer LifetimePlus

ALEX BURKE  |  WEDNESDAY, 18 FEB 2015
... from the longevity pool to fund the Living Bonus." "On the whole, Zenith sees the MLP as providing a useful option to a retiree's investment strategy partnering with a strong established product provider."

AMP Capital joins retirement education portal

MARK SMITH  |  WEDNESDAY, 11 FEB 2015
... Lonsec's general manager - investment consulting Lukasz de Pourbaix believes that demographic changes will make funding of retiree pensions one of the greatest challenges facing the financial sector in the coming decades. "An increasing number of retirement ...

UK pension funds required to warn consumers

STAFF WRITER  |  WEDNESDAY, 28 JAN 2015
The UK Financial Conduct Authority (FCA) has written to chief executive officers of pension providers to outline government plans to introduce additional protection for retirees wishing to access their defined contribution pension pot from April this ...

SPAA backs government position on SMSFs

STAFF WRITER  |  WEDNESDAY, 21 JAN 2015
The SMSF Professionals' Association of Australia (SPAA) chief executive Andrea Slattery said that reassurances by Treasurer Joe Hockey and Assistant Treasurer Josh Frydenberg about the Government's support for the key principles of superannuation are ...

ASFA outlines spending needs of nonagenarians

MARK SMITH  |  WEDNESDAY, 14 JAN 2015
The Association of Superannuation Funds of Australia (ASFA) has developed a new retirement standard, the ASFA Retirement Standard for Older Retirees, which outlines the expenditure required for Australians aged 90-95 to maintain a comfortable or modest ...

Australian Unity acquires two $80 million mortgage funds

STAFF WRITER  |  MONDAY, 15 DEC 2014
Australian Unity Real Estate Investment (AUREI) has A acquired Owenlaw Trust Limited, the manager of the $60 million Owenlaw First Mortgage Income Fund and the $20 million Owenlaw Mortgage Trust. The Owenlaw First Mortgage Income Fund is a 'contributory ...

FEATURE: 2014 year in review

MARK SMITH, LAURA MILLAN, JAMES FERNYHOUGH  |  FRIDAY, 12 DEC 2014
This year has been another busy one for the financial servives industry. FoFA remained on the radar and the Financial System Inquiry has the potential to change things in a big way. The Financial Standard team takes a look at the issues that made waves ...

Embrace rising retirement age, says futurist

JAMES FERNYHOUGH  |  THURSDAY, 13 NOV 2014
The rising retirement age is nothing to fear because in a service economy we are not going to die of over-physical work, according to IBISWorld chairman and 'futurist' Phil Ruthven AM. Ruthven told delegates at the Association of Superannuation Funds ...

ASFA launches blueprint for post-retirement system

JAMES FERNYHOUGH  |  THURSDAY, 13 NOV 2014
The Association of Superannuation Funds of Australia (ASFA) has attempted to break the deadlock on retirement income innovation with the launch of a paper that sets out a framework for building an effective post-retirement system. Entitled A New Framework ...