RETIREMENT PLANNING

Superannuation

The Federal Treasurer, Josh Frydenberg has made clear the Government will opt for retirement income certainty rather than the superannuation guarantee recommendations of ...

Financial planning

Younger Australians are showing surprising levels of concern about retirement, with Roy Morgan finding that Generation Z is the most likely to ask friends and family for ...

Superannuation

Roy Morgan’s newly released superannuation report had found a strong contrast between the growth of super funds and house prices....

Financial planning

ASIC’s Greg Medcraft has used a speech to emphasise the need for all Australians approaching retirement to seek financial advice to navigate the complexities....

Financial planning

Majority of Australians were failing to proactively plan for retirement and seek financial advice despite concerns about their financial situation....

Features

Financial advisers will need to be able to segment their client base to take full advantage of the CIPR regime, Paul Murphy writes....

Financial planning

Many of those who are self-employed are not taking steps to prepare and plan for their future retirement, Aegon’s study found....

Features

Australians are living longer and intending to work longer than ever before. Jessica Amir explores how the industry is evolving, what changes you can expect, and how to a...

Tools & guides

Annuities give investors a better outcome than standard bond investments and give the benefit of securing income and peace of mind, Aaron Minney writes....

Financial planning

Australians who seek financial advice are more confident that they will be able to support themselves through retirement without Government support, research reveals....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 months 4 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 months 4 weeks ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

2 weeks 2 days ago

Ahead of the 1 January 2026 education deadline for advisers, ASIC has issued its ‘final warning’ to the industry, reporting that more than 2,300 relevant providers could ...

5 days 9 hours ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 day 12 hours ago
moneymanagement logo