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Showing 1 - 10 of 41 results for "Downsizing"

Retiree dilemma: Supporting children or preserving lifestyle?

ANDREW MCKEAN | MONDAY, 3 JUN 2024

... retirees' attachment to the family home, he added, the industry needs to find ways to help them unlock capital without downsizing or compromising their long-term wellbeing. AMP said the research highlighted the attitudes, behaviours, and "conflicting ...

BT signposts key issues for advisers in 2024

ANDREW MCKEAN | THURSDAY, 14 DEC 2023

... 2024," said BT head of financial literacy and advocacy Bryan Ashenden. "Clients are discussing with their advisers how downsizing from a large property they no longer need can be integrated into their financial plan, especially if they are looking to ...

Young Aussies flock to SMSFs

KARREN VERGARA | THURSDAY, 14 SEP 2023

... average, non-concessional contributions for Class members in FY22 rose by 28.1%, resulting from several factors including downsizing contributions, rebalancing strategies, the indexation of contribution caps, and the removal of the work test for people ...

Advisers pivot to protect retirees from inflation

CASSANDRA BALDINI | WEDNESDAY, 7 JUN 2023

... portfolio construction strategies and product selection strategies," the report found. Lifestyle changes can range from, downsizing and moving out of more experience areas, amending shopping habits and cutting back on expensive foods while their prices ...

CFA unveils December exam results

KARREN VERGARA | THURSDAY, 18 FEB 2021

... reported that their roles were unaffected, while nearly half said their firms had either frozen hiring (36%) or commenced downsizing (9%). Exams were held in specific locations because of the pandemic. Last December, the CFA Institute administered the ...

Family home dominates adviser conversations

KARREN VERGARA | MONDAY, 25 JAN 2021

... whether a downsizer contribution to super should be part of their financial plan. Another area of interest for clients downsizing is the impact selling the family home will have on the Age Pension. This is particularly relevant among clients who sold ...

Household capital a retirement solution: Research

ANNABELLE DICKSON | MONDAY, 14 DEC 2020

... able to afford the changes required to make the home suitable for aged care needs. In addition, the research found downsizing as an unattractive solution to release equity due to financial and physical costs and the negative impact on housing and neighbourhood ...

Reverse mortgages used to extinguish debt

KARREN VERGARA | THURSDAY, 26 NOV 2020

... homes include the cost of stamp duty and removal expenses, coupled with poor health. "As a means to release equity downsizing does not appear to be a preferred solution for older households due to the costs involved and the negative impact it can have ...

La Trobe launches new loan suite

ALLY SELBY | WEDNESDAY, 2 SEP 2020

... bridging period. La Trobe says the three key macro trends driving demand for this product include an ageing population downsizing later in life, upgraders looking to capitalise on buying opportunities and borrowers looking to build. La Trobe believes ...

ATO clarifies part disposal rules: DomaCom

ANNABELLE DICKSON | TUESDAY, 18 AUG 2020

... institutions seeking reliable long-term income and growth," Naoumidis said. It comes as the government allowed proceeds from downsizing part of a home into superannuation in the 2017/18 budget. From July 2018 eligible people have been able to make a ...

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More work to do on reportable situations compliance, ASIC says

JAMIE WILLIAMSON

Licensees are generally slow to report to ASIC because of deficient internal processes and poor monitoring of compliance with the reportable situations regime, a review found.

Centrepoint Alliance launches long-awaited IconiQ platform

ELIZA BAVIN

Centrepoint Alliance and FNZ have partnered to launch the IconiQ investment platform and the IconiQ SMA.

GDP grows but still slow: 'Confirms our worst fears'

ELIZA BAVIN

Australian GDP rose for the 12th consecutive quarter but continues to slow.

Tyndall AM head of Aussie equities to retire

JAMIE WILLIAMSON

Brad Potter is retiring as Tyndall Asset Management's head of Australian equities, with his replacement confirmed.

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