Planning for the masses
Article Abstract:
Superannuation funds centers offer financial advice on whether the superannuation savings of fund members would match their goals, and recommend the ways to take advantage of some of the superannuation strategies. It is important for financial institutions to deliver robust financial-planning support to people who do not have much money because they are typically underinsured and have a poor saving record.
Publication Name: Personal Investor (Melbourne, Vic.)
Subject: Personal finance
ISSN: 0813-2992
Year: 2004
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DIY uncertainty continues
Article Abstract:
The uncertainty of Defined Benefit Pensions (DIY) is expected to continue until July 2005 after a year of upheaval in the super retirement incomes area. Term Allocated Pensions (TAP) though a suitable replacement for life expectancy pensions are not a substitute for lifetime pensions.
Publication Name: Personal Investor (Melbourne, Vic.)
Subject: Personal finance
ISSN: 0813-2992
Year: 2005
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