PENSION

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...

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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 ...

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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...

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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...

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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...

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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...

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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....

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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...

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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Association has called for the Australian adoption of a regime which would allow up to $1,000 of super savings to be withdrawn to cover the provisi...

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Superannuation

Changes to the aged pension’s asset test rules may hurt middle-income Australians, according the to SMSF Association....

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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...

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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....

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Financial planning

Pension-phase investors need specialist, high-yield strategies to supplement traditional sources of income, according to Plato....

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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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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

2 months 1 week ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

2 months 1 week ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

2 months 1 week ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

3 weeks 3 days ago

ASIC has cancelled the AFSL of a $250 million Sydney fund manager, one of two AFSL cancellations announced by the corporate regulator....

3 weeks 1 day ago

Having divested its advice business in August, AMP is undergoing restructuring in at least four other departments amid a cost simplification program....

2 weeks 5 days ago