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Showing 71 - 80 of 96 results for "Case Study"

Managed accounts boost income by 77%: case study

JAMIE WILLIAMSON  |  FRIDAY, 4 NOV 2016
A recent case study from Mason Stevens shows a way financial advisers can use managed accounts to improve a client's retirement income. The case study uses the example of a pre-retiree couple with a combined superannuation balance of $1 million invested ...

$1.6 million cap will not derail retirement

DARREN SNYDER  |  MONDAY, 12 SEP 2016
... 87. The probability declines slightly for a female because her predicted life span is longer at 89. Milliman used the case study of a hypothetical 65-year-old pensioner and estimated how long $1.6 million would last by drawing down a range of incomes. ...

SMSFs warrant PC review inclusion

DARREN SNYDER  |  WEDNESDAY, 3 AUG 2016
... members move into retirement and go from paying some tax on fund earnings to zero tax. "The Commission will look at case study or survey evidence on whether funds target tax benefits to individual members during transition (and the administration costs ...

Financial Standard to present at upcoming netwealth webinar

KERRIE SYDEE  |  FRIDAY, 29 JUL 2016
... (SMSFs) sector will shape product development and innovation * Next big wave, the managed accounts pioneers (adviser case study) and global managed accounts trends You can register using the following link.

Half of SMSFs set for super change slug

MARK SMITH  |  FRIDAY, 29 JUL 2016
... superannuation altogether. That's according to modelling by actuaries Accurium in partnership with the SMSF Association. In a case study of a hypothetical 65 year old single male with an SMSF balance of $2.5 million and assets outside of super of $1 ...

UK moves away from annuities: research

DARREN SNYDER  |  TUESDAY, 22 SEP 2015
... where to invest the residual fund to achieve the required balance of return between growth and income." He said the case study looks at how segregated income needs may be identified and met by using different income sources, and how income and/or capital ...

New guide teaches social media best practice

MARK SMITH  |  MONDAY, 10 AUG 2015
... business outcomes. Sharing these real, best-practice examples of how this is being done is a primary objective of our case study series." A recent survey undertaken by Zurich shows there has been a steady take-up of advisers using social media and digital ...

Women need 7% more super

JAMES FERNYHOUGH  |  FRIDAY, 2 AUG 2013
... pursue it and thus neutralise its gender equity rebalancing affect. Nonetheless, under this strategy, for a woman in the case study who has a career break between 25 and 30, a contribution rate of 12% combined with 80% allocation to shares (rather than ...

Transition to transparency, a case study

LAURA MILLAN  |  FRIDAY, 22 MAR 2013
Cbus has become one of the first super funds in the country to disclose information about their directors and board members as well as investment holdings in its annual reports and in its website, Cbus CEO David Atkin said yesterday at the CMSF. Among ...

Fee for service mortgage broking for $3500

ALEX DUNNIN  |  MONDAY, 4 MAR 2013
... industry consolidation. Adviser interest in the mortgage broking market is high as the sector is considered a possible case study for how structural change may play in the advice market following the FOFA reforms, fee for service and the increasingly ...