RETIREMENT

Funds management

Too many small business owners are reliant on the sale of their business to fund their retirement....

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Editorial

Just because both the Government and the Federal Opposition have, in their own ways, undertaken not to significantly alter the superannuation settings in a post-election ...

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Funds management

Account-based pensions overlooked as investment vehicle....

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Superannuation

ASFA’s latest data shows increasing costs in some areas have been offset by cheaper costs in other areas, leading to a modest increase in the cost of funding retirement. ...

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Superannuation

Pengana CEO Russell Pillemer has reinforced the need to examine inherent risk in investment portfolios as Australia's baby boomers approach retirement....

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Financial planning

BT Financial Group announced this week that it had received APRA approval for its MySuper licences and would launch actively-managed "lifestage" funds as its MySuper solu...

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Editorial

Although lifecycle investing may hold the solution to one set of problems, it also has the potential to lift the lid on another Pandora’s box, writes Renato Mota....

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Superannuation

Sequencing risk can have a catastrophic impact on a SMSF, according to Michael E. Drew, professor of finance at Griffith University and partner at Drew, Walk & Co. ...

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Superannuation

Australia should emulate France in introducing a "floating retirement age", according to the Combined Superannuants and Pensioners Association. ...

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Superannuation

The traditional superannuation balanced fund, with its 70/30 allocation to growth and defensive assets, is limiting investors and failing to deliver appropriate investmen...

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Superannuation

Investment in retirement is different and needs to be treated as such, according to former Cooper Review chairman Jeremy Cooper. ...

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Superannuation

The Federal Opposition has called on the Government to give undertakings not use superannuation as a milch cow to feed the Budget deficit....

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Editorial

The financial services industry’s approach to post-retirement has long been regarded as stale. Critics’ voices have become ever louder and, as Janine Mace reports, the in...

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Editorial

Asset allocation is typically sold as a simple stocks-versus-bonds split, but there is much more to it than that if you want an effective result. Bhanu Singh points to a ...

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Superannuation

Research has found that higher income earners may have a harder time maintaining their lifestyle in retirement....

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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 11 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 2 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 6 hours ago