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Financial planning
It is “highly likely” that global advisory group Brite Advisors misappropriated client funds for its own purposes, the Federal Court has heard, as receivers examine the v...
People & Products
The fintech firm has launched a new online product comparison tool to help advisers compare the fees and features of over 1,000 superannuation, pension and investment fun...
Superannuation
Defined contribution assets in pension markets have overtaken defined benefit assets for the first time in what could be construed as a vote of confidence in Australia’s ...
Superannuation
New pension rules, combined with the ATO’s revised treatment of some existing practices surrounding exempt current pension income, have increased the workload of administ...
Policy & Regulation
Nearly half of the respondents in a survey of over 1,400 investors by Plato Investment Management expect Labor’s proposed franking dividend reform to make them more relia...
Superannuation
The emergence of the gig economy and other policy factors have resulted in Australia dropping to fourth place on the Melbourne Mercer Global Pension Index as northern Eur...
Tools & guides
Rahul Singh explains how to contend with the planning issues stemming from the recent introduction of downsizer contribution rules while still utilising the opportunity t...
Superannuation
Research from Milliman Inc. has found that a scheme encouraging older Australian couples to downsize their homes will likely help those couples with lower super balances....
Superannuation
Self-managed superannuation funds in the pension phase are much more likely than their accumulation counterparts to focus on conservative and high-yield investments, acco...
Financial planning
The Financial Planning Association has called for the Australian adoption of a regime which would allow up to $1,000 of super savings to be withdrawn to cover the provisi...
Superannuation
Changes to the aged pension’s asset test rules may hurt middle-income Australians, according the to SMSF Association....
Superannuation
The reduction in the household saving rate has led to a drop in the Australian pension system’s sustainability value, according to the Melbourne Mercer Pension Index 2017...
Funds management
Australians have been seeking help to repair their financial plans for retirement less than two months since the Age Pension asset test changes....
Financial planning
Pension-phase investors need specialist, high-yield strategies to supplement traditional sources of income, according to Plato....
Financial planning
Pensioners considering selling the family home in light of the changes to the Age Pension assets test should take into account emotional and practical consequences before...
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Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....