RETIREMENT

Funds management

Milliman has launched a new retirement offering that recognises the interaction between returns and longevity, and leverages institutional risk management....

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Superannuation

SMSF retirees can be comforted by the fact that income layering can give a 99 per cent probability of securing their essential spending needs, according to Accurium....

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Superannuation

Accurium and the University of Adelaide have partnered to launch a one-day SMSF retirement course for SMSF practitioners....

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Superannuation

Almost half of Australians live pay-cheque to pay-cheque, while majority have a skewed view of their socioeconomic standing, MLC research reveals. ...

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Superannuation

The Government has been urged to consider changes to the Transition to Retirement pension regime because current arrangements unduly favour high income earners....

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Superannuation

Rather than isolating specific tax levers when considering super tax changes, the Government needs to do it in a holistic manner, ASFA believes....

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Financial planning

To help bridge the gender gap in super the Queensland Government has asked to integrate social security and super legislation to enable a focus on a person’s entire situa...

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People & Products

Mercer has leveraged the CFS wrap technology to offer the LifetimePlus retirement option to meet growing demands from dealer groups....

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Superannuation

A panel of financial advisers pushed for more education and big hit policy responses that could have immediate effects for women who were behind on superannuation....

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Financial planning

Seniors downsizing will not improve their quality of life and sale proceeds of their home will not manifest into something contributory, Money Quest believes....

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Financial planning

The AFA has called on the Government to fund or subsidise a financial literacy program to help close the gender gap in retirement....

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Financial planning

The AFA and ISA have polar opposite opinions on lifetime contribution caps when it comes to helping women’s retirement income....

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Superannuation

Federal Treasurer, Scott Morrison, says industry funds cannot rely on past investment performance to absolve them from necessary governance changes....

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Financial planning

NAB has urged the simplification of advice tax deductibility rules as part of a raft of recommendations dealing with economic security for women....

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Financial planning

One-in-four Australian women still feel ‘scared’ or ‘sad’ when asked how the word ‘retirement’ made them feel....

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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 2 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....

5 days 14 hours 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 3 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 1 day ago