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RETIREES
Funds management
It is “critical” for retirees to avoid panicking and cashing out their investments if they wish to benefit from any economic recovery. ...
Financial planning
New regulators’ policies combined with lower earnings across many sectors may have far-reaching implications for retirees as well as companies and investment managers, ac...
Superannuation
The Government has announced that workers who lose their jobs will be able to drawdown $10,000 from their superannuation to cover losses caused by COVID-19. ...
Superannuation
The centrality of superannuation as a retirement vehicle has been reinforced by new research revealing the financial insecurity felt by current retirees....
Financial planning
Submissions directed to Treasury around the end of grandfathering revealed little significant resistance but genuine concern around how client rebates should work....
Superannuation
Confidence and satisfaction levels among retirees who have entered advice partnerships are high and the impact of expert financial advice should not be underestimated, ac...
Financial planning
Most Australian retirees are not involved with any financial professionals and navigate their way through their retirement finances independently, according to Franklin T...
Policy & Regulation
The Government needs to avoid placing at a disadvantage people who have already retired and who have established their investment settings, according to the Association o...
Financial planning
Retirees living off cash-linked income will have their income further “crimped” by the RBA’s latest rate cut....
Funds management
Financial advisers may need to help retirees increase their defensive equity allocations to protect capital, according to Vertium Asset Management....
Funds management
Investors were avoiding exposure to stocks with franking in the run-up to the election, with DNR Capital warning they should not base investment decisions solely on tax. ...
Financial planning
Retirees should review their income-generating strategies in light of the Reserve Bank of Australia’s second rate cut as it will mean they receive less income from their ...
Policy & Regulation
The Association of Independent Retirees is claiming the Federal Opposition simply did not do enough research on the unintended consequences of its franking credits, negat...
Superannuation
The Association of Independent Retirees has called on all political parties to stop changing the rules of superannuation, tax and concessions on retirement incomes. ...
Funds management
BetaShares has launched its new Global Income Leaders exchange-traded fund which will offer access to a portfolio of 100 global companies....
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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...