RETIREMENT

Financial planning

Australian retirees are more conservative than their US peers throughout their retirements preferring minimum pension draw-downs....

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Superannuation

Retirement guarantees do not always provide a benefit and could return less over the retiree’s lifetime than a product with no guarantees, according to Milliman’s study....

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Financial planning

New research confirms that Australians want good advice as they become increasingly uncertain about their retirement....

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People & Products

Westpac’s long-serving deputy chief executive, Phil Coffey has announced his retirement, with his last day being on 31 May....

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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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Superannuation

Retirees near thresholds with simple investments could be living off less than the full Age Pension as a result of pension cuts, according to ISA....

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Financial planning

Australians in growing numbers will explore the option of retiring in South East Asia thanks to the impact of the Age Pension assets test, according to a financial servic...

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Superannuation

Retirees around 65 needed to spend 0.8 per cent more in the September quarter despite low annual growth in CPI, according to ASFA....

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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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Financial planning

There has been a growth in the availability of differentiated global long/short strategies and will help investors transitioning to retirement, Zenith believes....

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Superannuation

SME owners are relying on the sale of their business to fund their retirement, according to a report....

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Superannuation

Concerns around maintaining the same lifestyle in retirment were expected to become the most significant issue for superannuation funds, according to Milliman’s study....

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Superannuation

Superannuation funds have been warned to fix the problems which have seen super balances eroded by insurance premiums....

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Superannuation

The Productivity Commission should focus on the difference that separated Australia from the best retirement systems — allowing banks to take profits, according to Indust...

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Superannuation

Federal Treasurer, Scott Morrison, has released the third tranche of the super reforms, saying it would be introduced into Parliament before the end of the year....

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MARKET INSIGHTS

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

3 weeks 1 day ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 6 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

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Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

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Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

1 day 5 hours ago