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RETIREMENT PLANNING
Financial planning
Financial advisers are being encouraged to bring forward their retirement income planning conversations with clients, with an ideal “runway” of at least 10 years prior to...
Features
A new report has unearthed seven key megatrends that financial advisers need to prepare for to stay ahead of the game and not be left behind by peers....
Financial planning
Deloitte’s Andrew Boal believes there is a role for financial advisers to help clients understand longevity literacy as retirees find themselves “asset rich, cash poor”, ...
Financial planning
With just one-quarter of Australian workers aiming to retire by the age of 65, many are working into their 70s due to rising economic pressures, according to Equip Super....
Financial planning
The final Aged Care Taskforce report has recommended planning for aged care costs should begin at retirement to prevent suboptimal outcomes, while wealthier individuals c...
Financial planning
Australians are increasingly conflicted on their outlook towards retirement, with some confident their savings will sufficiently last while others say they no longer see ...
Financial planning
With the great wealth transfer looming alongside weakening financial literacy, an HLB wealth adviser urges families to engage in more financial discussions around legacy ...
Financial planning
Retirement planning tools currently available might not reflect best practice when it comes to determining and allowing for life expectancy, according to Optimum Pensions...
Expert Analysis
Richard Dinham outlines the five different types of strategies available to advisers to help their clients transition to retirement....
Financial planning
The Government is wrong in its move to stop people from paying for financial advice from their MySuper accounts, according to the Financial Planning Association....
Financial planning
There is a strong demand for aged care advice, according to a recent Australia Securities and Investments survey tracking consumer demands, calling into question if advis...
Financial planning
University of Technology Sydney has announced it would introduce a new Master of Financial Planning in 2019 open to both new entrants and existing planners. ...
Superannuation
The Federal Treasurer, Josh Frydenberg has made clear the Government will opt for retirement income certainty rather than the superannuation guarantee recommendations of ...
Financial planning
Younger Australians are showing surprising levels of concern about retirement, with Roy Morgan finding that Generation Z is the most likely to ask friends and family for ...
Superannuation
Roy Morgan’s newly released superannuation report had found a strong contrast between the growth of super funds and house prices....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...