Research reveals sobering stats about baby boomers’ outlook

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A recent survey of the savings and debt habits of Australians has revealed that many Baby Boomers are facing precarious times, with a third of this generation entering retirement with

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Not so super: Baby Boomers’ retirement reality

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Not having sufficient funds for retirement is a cause for alarm among Baby Boomers in Australia with more than half expecting to run out of money after retiring. According to

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Member retention is the new engagement warns Rice Warner

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The issue of fund member retention at retirement has supplemented member engagement as one of the more pressing issues facing Australia’s $1.4 trillion superannuation sector according to Michael Rice, Managing

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Still engaged? Let’s make the relationship permanent

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Leading  financial technology firm Decimal has called on superannuation fund trustees to re-think their long-term approach to the perennial issue of fund member engagement. “The superannuation industry has worked hard for

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Retirement can lead to a feeling of abandonment

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It is increasingly recognised that the need for financial advice grows rather than declines in retirement. Yet many baby boomers will find that their financial adviser will also retire at around

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Maximising tax exemptions on SMSF funds income

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Specialist self-managed superannuation fund (SMSF) education and training provider, The SMSF Academy, in conjunction with leading SMSF actuarial specialists, Bendzulla Actuarial, will present Understanding Actuarial Requirements for a SMSF on

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FPA “Ask an Expert” receives overwhelming response

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Financial Planning Week 2011 prompts more financial questions The Financial Planning Association’s (FPA) ‘Ask an Expert’ free online financial advice service (www.goodadvice.com.au) has received overwhelming response from Australians seeking advice

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BT Financial Group appoints Rodney Greenhalgh as Head of Retirement

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David Lees, General Manager – Super, Investments and Retirement at BT Financial Group, today announced the appointment of Mr Rodney Greenhalgh as Head of Retirement effective 6 June. Mr Greenhalgh

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FPA: Measures to fix excess contributions falls short

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FPA propose further reforms to super contributions to secure Australia’s long term retirement savings. x Last night’s Federal Budget announcement allowing excess superannuation contributions to be refunded back to the

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Bridging The Gap: AFA/Tower launch Female Excellence in Advice Award

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The Association of Financial Advisers (AFA), TOWER Australia and the Macquarie Graduate School of Management officially launched the AFA Female Excellence in Advice Award (the Award) in Sydney last night.

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