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Showing 1 - 10 of 251 results for "Retirement planning"

Moneysoft acquired by MUFG Pension & Market Services

JAMIE WILLIAMSON  |  THURSDAY, 3 OCT 2024
... ability to create powerful, meaningful engagement with their members - especially at critical moments such as retirement planning. "Our clients will benefit from the ongoing innovation delivered through the platform and an expansion in the number of ...

Super funds fail to meet millennial members' expectations: ASIC roundtable

ANDREW MCKEAN  |  MONDAY, 2 SEP 2024
... approach to superannuation is outdated and disengaging for millennials. The panellists agreed that terms like "retirement planning" and "pensions" don't resonate with millennials, who've caught up to Baby Boomers as Australia's largest generational ...

Heightened costs push young Aussies to plan ahead: HESTA

MATTHEW WAI  |  TUESDAY, 27 AUG 2024
... 12 months. It stated that 41% of the total respondents across all age groups have taken more action on the retirement planning front. Specifically, 44% of those aged 40-54 years and 29% of those over-55 had done so; some 49% of those under 40 have. HESTA ...

Minchin Moore merges with Brand Financial

ELIZA BAVIN  |  THURSDAY, 22 AUG 2024
... region." The Brisbane office, led by Brand, will offer a comprehensive suite of financial services, including retirement planning, investment management, estate planning, and tax strategies. Minchin Moore said the merger will be a seamless transition ...

AustralianSuper unleashes raft of investment and fee changes

ELIZA BAVIN  |  TUESDAY, 2 JUL 2024
... and Choice products. The section that has been removed said: "For advice fees, other than for over-the-phone retirement planning advice mentioned above, the fund claims Reduced Input Tax Credits (RITCs) of 55% on GST it pays and passes the benefit on ...

Ageing Australians rapidly shifting retirement planning

ELIZA BAVIN  |  WEDNESDAY, 19 JUN 2024
New research from Allianz Retire+ has shown that Australia's ageing population is rapidly shifting its retirement planning focus to income rather than accumulation. The white paper suggested this change has seen financial advisers refining their advice ...

HESTA pushes for expediated advice reforms

ANDREW MCKEAN  |  MONDAY, 3 JUN 2024
... Quality of Advice Review reforms. The $89 billion industry fund noted a strong demand for digital tools for retirement planning. HESTA reported that more than 300,000 of its nearly one million members, 80% of whom are women, have used digital tools to ...

Super fund engagement peaks among members with $250k+ balances: Report

ANDREW MCKEAN  |  THURSDAY, 30 MAY 2024
... Investment Trends associate research director Ludovic Sevestre said more people are taking control of their retirement planning. "Our data also reveals that the more interactions non-retirees have had with their super fund over the past year, the more ...

Members' attitude, behaviour key to better engagement

JAMIE WILLIAMSON  |  WEDNESDAY, 15 MAY 2024
... communication; pre-retirement plans; and personalised information and advice. They also said clear guidance and advice, retirement planning seminars and effective projection and modelling tools would be the most helpful services to prepare for retirement. ...

Brighter Super signs David Koch as ambassador

JAMIE WILLIAMSON  |  MONDAY, 18 MAR 2024
... superannuation fund says the partnership "will help demystify complex financial concepts around superannuation and retirement planning" for members, outlining the metrics by which its success will be measured. David Koch, also known as Kochie, is taking ...
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