AGE PENSION

Expert Analysis

A staple of retirement planning advice, the recontribution strategy has seen a resurgence in popularity since the work test was removed from super contributions law, writ...

Superannuation

Its year-long review has examined the role of the family home in retirement income provision, how advice results in better use of superannuation savings, and the Age Pens...

image
Superannuation

More Australians retirees having higher super balances and the decline in the proportion of retirees reliant on the Age Pension will mean retirees will rely on super for ...

image
Superannuation

There has been a 10% increase in labour productivity in the last eight years and not a cent has gone to wages, and more money in superannuation can help fund public renta...

image
Financial planning

With COVID-19 mostly under control in Australia, retirees are again looking to realise their plans to downsize their principal homes, according to BT....

image
Financial planning

Too many Australians are relying on the Age Pension for retirement even though it’s only a safety net, according to Wealth Within....

image
Financial planning

Major superannuation group, the Association of Superannuation Funds of Australia has backed the increased use of advisers in helping people not only deal with retirement ...

image
Superannuation

Leading actuarial research house, Rice Warner, has called for delaying the next superannuation guarantee rise rather than abandoning it altogether. ...

image
Financial planning

Lower superannuation fund returns over the long term may see financial planners forced to change their traditional advice model around superannuation, particularly for th...

image
Financial planning

Australian retirees who are amongst those most needing professional financial advice are at risk of missing out because of the structural imbalances occurring as a result...

image
Superannuation

Mercer has called for a universal Age Pension as it would create a simpler, more efficient super system with reduced administration costs....

image
Financial planning

The benefits of comprehensive financial advice significantly outweigh those delivered by intra-fund advice and this should be recognised within the Retirement Income Syst...

image
Financial planning

A customer-focused financial advice framework is needed to provide consumers with affordable advice with the help of sophisticated technology, according to the SMSF Assoc...

image
Superannuation

Australian retirees will need to accumulate over a half a million dollars to escape the ‘retirement trap’, according to the new analysis by BetaShares....

image
Superannuation

People treat the Age Pension and their own savings differently and 53% of older Australians are worried they will outlive their savings, according to research....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

1 month 2 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month 3 weeks ago

Interesting. Would be good to know the details of the StrategyOne deal....

2 months ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

1 week 5 days ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

5 days 6 hours ago

A relevant provider has received a written direction from the Financial Services and Credit Panel after a superannuation rollover resulted in tax bill of over $200,000 fo...

4 weeks 1 day ago