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RETIREMENT
Funds management
Milliman has launched a new retirement offering that recognises the interaction between returns and longevity, and leverages institutional risk management....
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....
Superannuation
Accurium and the University of Adelaide have partnered to launch a one-day SMSF retirement course for SMSF practitioners....
Superannuation
Almost half of Australians live pay-cheque to pay-cheque, while majority have a skewed view of their socioeconomic standing, MLC research reveals. ...
Superannuation
The Government has been urged to consider changes to the Transition to Retirement pension regime because current arrangements unduly favour high income earners....
Superannuation
Rather than isolating specific tax levers when considering super tax changes, the Government needs to do it in a holistic manner, ASFA believes....
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...
People & Products
Mercer has leveraged the CFS wrap technology to offer the LifetimePlus retirement option to meet growing demands from dealer groups....
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....
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....
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....
Financial planning
The AFA and ISA have polar opposite opinions on lifetime contribution caps when it comes to helping women’s retirement income....
Superannuation
Federal Treasurer, Scott Morrison, says industry funds cannot rely on past investment performance to absolve them from necessary governance changes....
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....
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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Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....