RETIREMENT

Financial planning

Recent policy changes have made preparation – and the role of planners – more critical than ever in the post-retirement space. However, even for planners, it’s not an eas...

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Superannuation

Australians need to put a minimum of an extra 5.5 per cent of their salaries into superannuation each year on top of the super guarantee, experts from Deloitte Actuaries ...

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Superannuation

Government proposals to lift the pension eligibility age to 70 should serve as a wake-up call to retirees that pensions are only one part of a three pillar retirement inc...

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Superannuation

Current tax rules around retirement products are increasingly impinging on the flexibility of retirees, the Association of Superannuation Funds of Australia says....

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Financial planning

Retirement savings calculations may be using incorrect values for the level of savings required creating a false gap between reality and expectations. ...

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Superannuation

If increasing Australia’s superannuation savings pool is the aim of the game, introducing competition to the default funds space is a logical solution, writes Patricia Mo...

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Superannuation

Nearly two thirds (64 per cent) of baby boomers think they will need the age pension in addition to their super savings, according to REST Super....

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Financial planning

An ageing population has meant retirees and pre-retirees now make up 66 per cent of financial planning clients and 82 per cent of planner funds under advice...

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Superannuation

Provisions to increase the age at which Australians can access their superannuation are being supported by the Financial Service Council, but only if early access arrange...

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Superannuation

FSC argues that Government should lift the super preservation age in line with lifting the pension age....

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Superannuation

In the rush to put money in superannuation, other investment vehicles with concessionary tax benefits have been overlooked. Income bonds have become one of the forgotten ...

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Superannuation

Saving for retirement has become all the more pertinent as expenditure for couples looking for a ‘comfortable’ retirement rose by 0.3 per cent to $57,817 a year in the Ma...

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Superannuation

A roundtable has agreed that Australia needs a Government-sanctioned retirement incomes adequacy index and a shift from lump sums to income streams....

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Superannuation

Former Prime Minister, Paul Keating, has restated his belief that Australians should be made to save for their retirement needs beyond age 80....

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Superannuation

Leading superannuation barrister Noel Davis says it’s time for the Government to consider legislating to require super benefits to be paid as pensions rather than lump su...

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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....

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The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

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ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

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