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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.

Author: Hely, Susan
Publisher: Fairfax Business Publication
Publication Name: Personal Investor (Melbourne, Vic.)
Subject: Personal finance
ISSN: 0813-2992
Year: 2004
Analysis, Investment management

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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.

Author: Wasiliev, John
Publisher: Fairfax Business Publication
Publication Name: Personal Investor (Melbourne, Vic.)
Subject: Personal finance
ISSN: 0813-2992
Year: 2005
Legal issues & crime, Government regulation (cont), Forecasts, trends, outlooks, Government regulation, Legal/Government Regulation, Laws, regulations and rules, Forecasts and trends, Market trend/market analysis, Defined benefit plans

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Subjects list: Australia, Investments, Pension funds
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