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Showing 71 - 80 of 827 results for "Basic"

Aged care costs begin to worry older Aussies

MATTHEW WAI  |  WEDNESDAY, 25 SEP 2024
... retirement, even for homeowners. Of the 4700 Australians surveyed, nine in 10 said the Age Pension is "insufficient" for a basic lifestyle in retirement. Half of the surveyed homeowners stressed that they require an extra $10,000 (singles) and $15,000 ...

The transferrable skills for advisers who changed careers

KARREN VERGARA  |  FRIDAY, 13 SEP 2024
A former police officer and professional athlete say staying disciplined and having robust communication skills have helped them succeed in their careers as financial advisers. Forbes Fava Saville Financial Planning senior financial planner and chief ...

Global X's best three ideas for portfolio construction

ANDREW MCKEAN  |  FRIDAY, 6 SEP 2024
Global X head of institutional clients Chad Hitzeman shared the exchange-traded fund (ETF) provider's best three ideas for constructing portfolios in alternative ways at a conference hosted by Activam Group. The first idea is equity thematics, which ...

How advisers can reap additional $2.1bn in revenue

KARREN VERGARA  |  THURSDAY, 25 JUL 2024
... supress margins as clients become more cost-conscious and seek low-fee alternatives for simplified investment strategies and basic financial planning. By 2030, the 250 financial advisers surveyed anticipate servicing an additional 486,000 clients, with ...

ASIC levy to slug advisers $48.4m

KARREN VERGARA  |  TUESDAY, 9 JUL 2024
... year they held the relevant AFSL authorisation. AFSLs authorised to provide financial product advice to retail clients on basic banking products, general insurance, and consumer credit insurance will be charged $269,000 or $483 per entity. The 1097 entities ...

Equip Super reduces admin fees, introduces insurance fee

JAMIE WILLIAMSON  |  THURSDAY, 27 JUN 2024
... introduce an insurance fee on accumulation and defined benefit products. The new fee will apply to accumulation members with basic and/or voluntary cover and defined benefit members with voluntary cover, the fund explained. The fee is calculated at 4% ...

CSLR makes inaugural payments

KARREN VERGARA  |  TUESDAY, 11 JUN 2024
... their clients, it's unfortunate that there are a small few who take advantage of the trust bestowed on them. "Ensuring some basic consumer protections works to lift trust in the financial services industry and the professions that support it. This crucial ...

How much do you need to retire in Australia?

ANDREW MCKEAN  |  WEDNESDAY, 29 MAY 2024
... retirement standard would allow retirees to maintain "a good standard of living" in their post work years. This includes covering basic necessities like groceries, transport, home repairs, private health insurance, some exercise and leisure activities ...

How super funds could better support members: Research

ELIZA BAVIN  |  MONDAY, 27 MAY 2024
... to take steps to prepare for life after work and 38% were concerned they would not have sufficient funds to either cover basic costs or maintain a comfortable retirement lifestyle. "Pre-retirees want more information about how much super they need to ...

Billionaire quant investing legend Jim Simons dies

ANDREW MCKEAN  |  MONDAY, 13 MAY 2024
... dedicated to supporting scientists and organisations worldwide in advancing the frontiers of research in mathematics and the basic sciences. Simons Foundation president David Spergel said: "Jim was an exceptional leader who did transformative work in ...