RETIREMENT

Financial planning

Financial planners in the retirement space are most concerned about mitigating longevity and market risks, with less concern being expressed over regulatory uncertainty t...

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Financial planning

With many pensioners drawing down the bare minimum, superannuation trustees have been told there is a need for advice to inform retirees what represents a sustainable rat...

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Superannuation

The average age of Australians intending to retiree in the next 12 months is 61.9 years, up from 58.2 years in 2014, reducing pressure on the Government to fund through p...

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Financial planning

Staggered annuitisations can help support retirees through to maximum probable life expectancy, and planners are showing increased interest in them as a retirement soluti...

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Superannuation

The SMSF Association has labelled the Government’s decision to release draft legislation regarding a Reversionary Transition to Retirement Stream as positive, saying it w...

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Financial planning

New research from Investment Trends has confirmed high demand for planners as people prepare for retirement....

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Superannuation

The Federal Government has been urged to give its 2016 Budget super tax changes time to work or risk making Australian retirees significantly worse off....

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Superannuation

The SMSF Association has urged the Government to better coordinate pension and superannuation policy in the forthcoming Budget to eliminate ‘perverse’ outcomes....

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Superannuation

Industry funds group, the Australian Institute of Superannuation Trustees has warned that raising the superannuation preservation age could lead to a blow-out in involunt...

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Superannuation

Vision Super has helped implement a program at Mount Alexander Council that seeks to help employees increase their superannuation by taking into account behavioural econo...

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People & Products

Long-serving ANZ Chief Risk Officer, Nigel Williams, will be retiring from the role early next year....

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Editorial

Robert Ross looks at the harsh realities which make delivering advice around aged care so challenging....

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Superannuation

Mercer has called on advisers to take a leading role in the challenge of longevity risk in retirement planning and funding....

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Superannuation

Financial planners need to communicate future uncertainty in a nuanced and careful manner, according to Milliman....

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Financial planning

Senior Australians are increasingly turning to planners for retirement incomes advice....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 1 day ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

2 weeks 6 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 4 days ago