retirement

People & Products

Robo advice specialist, Ignition Wealth, has signed an agreement with the Retirement Planning Association of Australasia....

Financial planning

Advisers wary of retirement products

Independent retirement planners remained averse to retirement product solutions, with little progress being made in dealing with longevity risk....

Superannuation

Former CommInsure MD wins multi-million dollar court battle

Former CommInsure managing director, Peter Beck, has won a 10-year legal battle with the Commonwealth Bank over his multi-million dollar defined benefit pension entitleme...

Policy & Regulation

PC says TTR mostly used by the wealthy

The Productivity Commission has questioned whether TTR pensions are a valid policy device or a tax planning vehicle for the wealthy....

Tools & guides

Healthy transition to retirement

Australians may need to work longer to save more for retirement and a longer life, but Paul Sainsbury asks whether they will be healthy enough to work until 70. ...

Superannuation

Ageing Aussies face unhealthy financial future

Australians in their 60s will face a financially tough future if the Government goes ahead with its plan to increase the pension age to 70, research reveals....

Superannuation

Super funds warn advisers to not transfer UK funds

Australian super funds have warned planners to avoid shifting UK pensions into Australian schemes to avoid triggering massive tax bills....

Superannuation

Govt close to moving on draw-down rules

Assistant Treasurer, Josh Frydenberg points to imminent announcement on more flexible account-based pension draw-down regime....

Superannuation

Self-funded retirees more likely to be victims of investment fraud

Anti-fraud messages do not have enough outreach and self-funded retirees and small business owners are often targets of investment fraud, a survey has found....

Superannuation

Risk management could boost sustainable withdrawal rate

Careful risk management could enable retirees to increase the rate they can sustainably withdraw from their retirement portfolio, actuarial consultants, Milliman believes...

Superannuation

Australians need to be proactive about retirement planning

Australians need to pay more attention to their retirement plans, after an international survey revealed 61 per cent of retirees are failing to live out their dreams....

Financial planning

Adviser future in retirement planning

A third of all advisers expect more clients in the 75+ age cohort and are adapting their businesses to suit their needs. ...

Financial planning

Calls for super fund industry to address lifestyle issues, not just money

Financial stability is only half the problem solved when it comes to retirement and lifestyle issues need to be taken into account by the super fund industry and financia...