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

So we are now underwriting criminal scams?...

2 months 2 weeks ago

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

2 months 3 weeks ago

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

4 months 3 weeks ago

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

6 days 1 hour ago

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

1 week 4 days ago

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

2 weeks 2 days ago