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Showing 1 - 10 of 63 results for "Preservation Age"

UniSuper halves admin fees for 42,000 members

RIDDHIMA TALWANI | TUESDAY, 21 APR 2026

... lump-sum withdrawals. UniSuper said this can be a good option for members who have turned 65 or have reached their preservation age and have retired from work. "We are incredibly proud of our retirement offer to our members - outstanding investments ...

HESTA urges government to modernise Australian retirement system

RIDDHIMA TALWANI | MONDAY, 16 FEB 2026

... only 45% of eligible Australians with super accounts transition voluntarily to a tax-free retirement account at preservation age. HESTA chief executive Debby Blakey said this simple change could make a profound difference to Australians' retirement ...

APRA warns of super fund sustainability challenges

JAMIE WILLIAMSON | THURSDAY, 2 OCT 2025

... member accounts, facing pressure to increase costs to members as other members exit through rollovers or hit preservation age and withdraw their balance as a lump sum. The funds showing some of the steepest declines in account growth include Challenger ...

Retirement expectations of young Australians surge

ANGELIQUE MINAS | THURSDAY, 18 SEP 2025

... Australians have large gaps in their financial literacy, with only 40% of respondents able to correctly identify the preservation age. When answering survey questions, many Australians struggled to understand foundational concepts like interest, inflation ...

ASIC flags firm grip on private and public markets, super funds

KARREN VERGARA | WEDNESDAY, 27 AUG 2025

... death benefit claims," the Corporate Plan reads. "With around three million Australians reaching superannuation preservation age in the next 10 years, and at least $750 billion in funds shifting from the accumulation phase to the retirement phase, superannuation ...

ASIC calls out super trustees over 'weak' anti-scam practices

ELIZA BAVIN | THURSDAY, 30 JAN 2025

... relating to scams and fraud. "Over the coming decade, an increasing number of superannuation fund members will reach preservation age. While all members are vulnerable to scams and fraud, members who have reached preservation age face fewer frictions ...

Shifting retirement intentions require super rule change: ASFA

MATTHEW WAI | TUESDAY, 22 OCT 2024

... retirement. "The rules around superannuation need to change to reflect this. Currently, Australians who've hit preservation age can't draw down on their super, and top up the same account," she said. "Being forced to have two or more accounts - one account ...

APRA heightens expectations around trustees' spending

JAMIE WILLIAMSON | THURSDAY, 4 JUL 2024

... income covenant," Cole said. "It's estimated that more than three million fund members will reach superannuation preservation age in the next decade making it critical that funds have robust and effective strategies to assist members who are approaching ...

ASFA partners with First Nations Foundation

ELIZA BAVIN | TUESDAY, 11 JUN 2024

... identification challenges, financial counsellors and super, the importance of education, and First Nations people and preservation age.

AustralianSuper calls for an 'account for life'

ANDREW MCKEAN | MONDAY, 12 FEB 2024

... Additionally, the fund wants changes to the tax framework, affording individuals access to their income upon preservation age and to continue contributing to their superannuation should they opt to remain in the workforce. AustralianSuper chief officer ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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