RETIREMENT

Superannuation

Australians would need to ask themselves if $1.6 million would provide an adequate retirement income to sustain a comfortable lifestyle, according to Milliman....

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Tools & guides

Effective financial and estate plans will allow investors to enjoy their retirement years without innate fears about cognitive decline, Mick O’Brien writes....

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Financial planning

The financial services industry has welcomed the introduction of LISTO but is divided on the objective of superannuation....

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Superannuation

The number of people planning to retire in the next 12 months will place a high financial burden on the government, Roy Morgan research found....

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Life/Risk

CFS has added Challenger’s aged care solution to its FirstChoice platform to meet the growing demand to help clients deal with the complexity and cost of going into aged ...

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Tools & guides

Employer initiatives, government policies, and legislation are all needed to help close the gender gap in retirement. While the Senate inquiry and Budget proposals seem t...

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Financial planning

Australians continued to remain uncertain about their retirement nest eggs but professionally advised Australians felt more prepared for retirement, research showed....

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Superannuation

Couples would bear the brunt of changes to the Age Pension assets test taking effect next year, with a significant drop in the proportion of couples who would have a comf...

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Financial planning

Forty-one per cent of working age Australians have not received any financial advice to prepare for retirement, according to HSBC....

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Superannuation

Universities-based super fund, UniSuper, is arguing that salary-based retirement income calculators are a better measure for middle to higher income earners....

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Superannuation

New research has confirmed most SMSFs are on track to generate a comfortable retirement but advice is needed to maintain momentum through volatile times....

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Financial planning

An industry body has revived calls for using reverse mortgages to fund retirees, arguing retirement products like annuities would not last retirees for the long-term. ...

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People & Products

Audit and advisory firm, BDO, has recruited experienced superannaution specialist, Mark Wilkinson, to lead its superannuation offering....

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Superannuation

Melbourne-based VicSuper chief investment officer, Oscar Fabian, is retiring from his post of six years....

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Editorial

There is a growing body of evidence to suggest that the aged care industry needs the same sort of regulatory oversight as financial planning, including a best interests d...

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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. ...

6 days 12 hours ago

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

2 days 3 hours ago

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 7 hours ago