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Showing 951 - 960 of 18241 results for "Plan"

How much is needed to maintain your standard of living in retirement?

ANDREW MCKEAN  |  FRIDAY, 24 JAN 2025
Super Consumers Australia (SCA) has unveiled new savings targets to help Australians work out how much they'll need to save for a lengthy retirement, provided they own their home outright. For single retirees aged 65 planning to spend at a "mid-level" ...

Chalmers' claims on super tax are 'misleading': SMSFA

MATTHEW WAI  |  FRIDAY, 24 JAN 2025
... to meet existing tax liabilities, the new policy introduces a liquidity demand far beyond what anyone could anticipate or plan for," Burgess continued. "By imposing taxes on unrealised gains, the policy compels asset holders to ensure liquidity levels ...

Ausfood Super appoints chief executive

ELIZABETH FRY  |  THURSDAY, 23 JAN 2025
Australian Food Super, the superannuation fund set up for employees in the meat industry, has named Michael Sykes as its new chief executive. Formerly known as the Australian Meat Industry Superannuation Trust or AMIST Super, the fund has $3 billion ...

Entireti appoints chief investment officer

JAMIE WILLIAMSON  |  THURSDAY, 23 JAN 2025
The nation's largest financial advice group will welcome its first chief investment officer next week. Entireti has appointed Aman Ramrakha as chief investment officer, tasked with overseeing its investments solutions, including managed accounts ...

Netwealth, Praemium see inflows soar

ELIZA BAVIN  |  THURSDAY, 23 JAN 2025
Netwealth and Praemium have both reported significant inflows in the December quarter. Netwealth reported record funds under administration (FUA) net inflows of $4.5 billion, 69.8% higher than the prior corresponding period, bringing 12 months inflows ...

One in three investors to boost private credit holdings: Survey

MATTHEW WAI  |  THURSDAY, 23 JAN 2025
... Winter 2024/25 Global Private Capital Barometer surveyed 110 private market investors across the world and found that 37% plan to increase their allocation to private credit. Nearly half (47%) plan to keep the same allocation to private credit, with ...

Natixis, Generali merger creates $3.2tn fund manager

KARREN VERGARA  |  WEDNESDAY, 22 JAN 2025
... Italy, France and the US to serve the constantly evolving needs of our customers..." Namias commented: "With our Vision 2030 plan launched last June, we expressed our ambition to expand in France, Europe, and beyond. It's very exciting to kick off ...

Australian Unity hires from Centuria

ELIZA BAVIN  |  WEDNESDAY, 22 JAN 2025
Australian Unity has appointed Vijitha Yogavaran to the newly created role of fund manager for its Healthcare Property Trust (AUHPT), effective 20 January 2025. Yogavaran will assume responsibility for the oversight, management and external representation ...

HUB24 shutters Xplore Wealth MDA services

ANDREW MCKEAN  |  TUESDAY, 21 JAN 2025
HUB24 plans to shut down its Xplore Wealth Managed Discretionary Account (MDA) services next year, with discussions underway with financial advisers to explore alternative options. The Xplore Wealth MDA has around $2 billion in funds under administration ...

Ethical investment holdings double: CoreData

ANDREW MCKEAN  |  TUESDAY, 21 JAN 2025
The number of high-net-worth (HNW), core affluent, and mass affluent investors holding ethical and sustainable investments has roughly doubled over the past year, according CoreData. The CoreData research obtained by Financial Standard seeks to capture ...