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Showing 1 - 10 of 23 results for "Income Plan"

Ad hoc changes to super scare self-funded retirees: ASA

CHLOE WALKER  |  MONDAY, 24 APR 2023
The Australian Shareholders' Association (ASA) has noted several issues it has with the government's super tax concessions proposals, including the taxing of unrealised profits on asset movements and lack of transition period. In its submission, the ...

2022 is the hardest year to retire: Report

CASSANDRA BALDINI  |  WEDNESDAY, 14 SEP 2022
According to new data, this year could be the most challenging in recent history to retire. Natixis IM shared its annual NIM Global Retirement Index (GRI) data and report named Danger Zone and said market downfall, low rates and inflation are taking ...

Most retirees want pension support through super: Report

CASSANDRA BALDINI  |  TUESDAY, 16 AUG 2022
New data shows that 70% of retirees want Age Pension support from their super fund. Link Group's Retirement Reality: Advice and the Age Pension whitepaper reveals that 74% of women and 67% of men want more support when it comes to the Age Pension ...

SMSFs welcome RIC exemption

KARREN VERGARA  |  WEDNESDAY, 29 SEP 2021
The federal government sparing self-managed superannuation funds from the looming Retirement Income Covenant legislation has been welcomed by the sector. In response to the release of the Retirement Income Covenant exposure draft legislation, SMSF Association ...

Give the people advisers: Retirement Income Review

ELIZABETH MCARTHUR  |  FRIDAY, 20 NOV 2020
The first comprehensive review of Australia's retirement system has acknowledged that affordable financial advice is what people need to navigate the retirement system. After the Royal Commission exposed deep flaws in Australia's financial advice ...

Challenger launches new retirement tool

HARRISON WORLEY  |  FRIDAY, 15 MAY 2020
... be questioning the confidence they previously had about their financial situation, and reviewing their retirement income plan to understand how long their savings and investments might last. "Integral to our vision to create financial security in retirement ...

Retired Aussies make financial decisions alone

HARRISON WORLEY  |  TUESDAY, 12 NOV 2019
... forgetting' given the uncertain economic environment. "81% of those retired have never developed a written retirement income plan and only 43% told us they have a strategy to generate income for retirement that could last 30 years or more," Damianakis ...

Value but no trust in advice: Report

ELIZABETH MCARTHUR  |  MONDAY, 26 AUG 2019
New research from ASIC reveals what consumers really think when it comes to financial advice. The independent research, commissioned by the regulator, found that while consumers can see the value in seeking financial advice, lack of trust in the industry ...

Retirement innovation deadlock continues

JAMES FERNYHOUGH  |  MONDAY, 30 JUN 2014
... the latest example of the challenges facing longevity risk products. It follows the closure of Macquarie Guaranteed Income Plan last year. Products of this sort are designed to make retirement savings last. While they provide improved long-term outcomes ...

US planners want retirement product simplicity

ELISE BURGESS  |  THURSDAY, 19 JAN 2012
US FPA research shows adviser demand for a single retirement income planning product while systematic withdrawal was deemed the most effective in helping clients maintain retirement plans and lifestyle. The US Financial Planning Association (US FPA) ...
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