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Showing 81 - 90 of 296 results for "Retirement planning"

Pensioner work bonus top of mind for advisers

CHLOE WALKER  |  TUESDAY, 17 JAN 2023
... downsizer contributions to super tax-free can boost retirement savings significantly. However, as part of retirement planning, clients who are receiving an Age Pension, or expecting to down the track, should be made aware of how means testing may be ...

Retirement no longer back of mind: Equip

ANDREW MCKEAN  |  FRIDAY, 25 NOV 2022
... future and taking action to boost their superannuation early on in their working life. It's easy to dismiss retirement planning as something to consider after other major life milestones, but the reality is retirement planning should begin early in your ...

Australians worry about retirement - and maybe they should

ANDREW MCKEAN  |  TUESDAY, 8 NOV 2022
... Optimum Pensions' ' Planning for retirement with confidence ' report noted that when it comes to retirement planning there's no crystal ball to determine how long savings will need to last. However, 'the degree of confidence' ...

HNWs shunning professional advice: Research

CHLOE WALKER  |  TUESDAY, 20 SEP 2022
... better or more advice are in relation to inheritance and estate planning; strategies to reduce tax obligations, retirement planning and investment strategy reviews. HNWs expect to pass down $1,950 billion worth of assets to the next generation, equating ...

2022 is the hardest year to retire: Report

CASSANDRA BALDINI  |  WEDNESDAY, 14 SEP 2022
... that 49% of advisers believe that underestimating the impact of inflation is the number one error made in retirement planning, but that's just the starting point. Natixis further revealed that 46% underestimated how long they would live, 42% overestimated ...

Certe acquires Genesis Financial Partners

CASSANDRA BALDINI  |  MONDAY, 25 JUL 2022
... are time poor and want convenient access to high quality advice on insurance, superannuation, investing and retirement planning from someone they trust," he explained. "This acquisition fills a gap in our value proposition, strengthens our existing employee ...

Those most in need of advice see least value in it: Research

JAMIE WILLIAMSON  |  TUESDAY, 12 JUL 2022
... might incentivise them. "It is recommended that a fee rebate is targeted specifically to consumers seeking retirement planning and superannuation advice and who are in the pre-retirement age group (aged 55 or more)," the research states. The research ...

Colonial reveals Australia's huge untapped workforce

ANDREW MCKEAN  |  THURSDAY, 16 JUN 2022
... advice to help navigate the mid-life crunch. Advice such as assistance with cash flow management, tax planning, retirement planning and the management of social security. "The financial advice sector understands there is an increasing need for specialist ...

Lumiant receives $3m investment from US wealth manager

CASSANDRA BALDINI  |  FRIDAY, 3 JUN 2022
... leading independent, nationally recognised, fee-only firm offering investment management, financial planning, retirement planning, accounting, and family office service. It has $13.5 billion in assets under management and, as Lumiant's first US customer ...

Retired Aussies deserve more: Household Capital

CHLOE WALKER  |  TUESDAY, 26 APR 2022
... important that the private sector worked closely with superannuation funds to provide the best outcomes for retirement planning and funding. "Governments cannot be expected to completely carry the responsibility of retirement funding and aged care, particularly ...