POWERED BY MOMENTUM MEDIA
RETIREES
Policy & Regulation
A Federal Government committee will examine the implications for investors if refundable franking credits were to be scrapped....
Funds management
DomaCom has announced a new solution for ageing retirees to help them fund their retirement by selling part of their home while they would continue to live in it....
Superannuation
The Financial Planning Association has warned the Government of serious unintended consequences associated with the implementation of its First Home Super Saver Scheme....
Superannuation
Government risks advantaging wealthy retirees at expense of others with its Budget home down-sizing measure warns industry funds....
Features
Financial advisers are in a privileged position to help clients through key life stages and understanding their needs is key to the value of advice, Bryan Ashenden writes...
Funds management
New fund, Trilogy Enhanced Fund aims to provide above cash returns for retirees and those approaching retirement....
Funds management
Australian investors and retirees are forecast to experience lower returns, according to Clime Asset Management....
Features
It is time for planners to bring aged care advice into sharper focus and initiate conversations with their clients around cost, structures, and implications for other are...
Financial planning
Australian retirees are now the most active users of online resources for launching new business ventures....
Superannuation
Sydney retirees who rent will need more than $1 million in super savings assuming they enjoy reasonable health, ASFA figures found....
Superannuation
Industry Super Australia has produced modelling suggesting that within 10 years 50 per cent of new retirees will be adversely affected by the Turnbull Government’s pensio...
Financial planning
Changes to the UK retirement regime has given rise to an environment where retirees badly need advice but are reluctant to pay for it....
Tools & guides
Jeff Rogers explores goals-based investing for retirees, highlighting that retirees’ goal priorities in terms of their needs, wants and aspirations in retirement determin...
Superannuation
The fall in fuel, fruit, and travel costs have offset the rise in medical services and pharmaceuticals for retirees, according to ASFA....
Superannuation
Policy changes in this year’s Budget have been designed to inject fairness and equality into retirement incomes systems, says the Actuaries Institute....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
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...