RETIREMENT

Superannuation

Older Australians are planning to help their children financially but could end up burdening them later in life, according to REST Industry Super....

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Financial planning

Women are still playing catch-up to men when it comes to retirement income and it is seemingly not getting any easier. Jassmyn Goh finds out what can help half the popula...

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Tools & guides

Anna Mirzoyan asks if the superannuation contribution splitting strategy can improve a member’s future entitlement to the Age Pension. ...

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Financial planning

New research has confirmed that advice is pivotal to superannuation and that funds need to recognise the value delivered by financial planners....

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Financial planning

An oversupply of buyers and an undersupply of advice practices could lead buyers into making the wrong purchase, Paul Tynan warned....

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Funds management

Investment bonds have not been front of mind for many advisers in the past 20 years but are slowly coming back into vogue. Jassmyn Goh finds out what has changed....

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Financial planning

Financial advisers and superannuation funds are best placed to educate retirees about using reverse mortgages to support their retirements....

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Financial planning

It is often assumed that young people are not actively looking to manage their finances, however, the FPA’s Financial Planning Week found the opposite....

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Financial planning

Advisers should not forget the role of dynamic asset allocation for retiring Australians, even as the super system is set to reach $9 trillion by 2040....

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Tools & guides

An increasingly wealthy Asia will be looking for investment opportunities in Australia and fund managers need to do more to have their investment products accepted in oth...

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Funds management

SMSF saw a robust growth in investment returns during the 2014-15 financial year, according to new findings by SMSF retirement specialist Accurium....

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Financial planning

New research confirms age discrimination is declining with more workers willing to stay in work beyond age 65....

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Financial planning

Some retirement products are inherently complex to effectively generate income streams and it is up to the industry communicate the benefits to customers....

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Financial planning

Despite being more worried about retirement income shortfall, Australian women gave less thought towards planning forward than men....

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Financial planning

The FSC-CBA Older Workers report showed age discrimination in the workplace had reduced in Australia, which was heartening given the longevity issues Australia faced. ...

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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 16 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 7 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 11 hours ago