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RETIREMENT
Superannuation
Federal Opposition seeks declaration from Treasurer on future superannuation taxes....
Superannuation
Age barriers should be removed to allow greater flexibility in transition to retirement, according to Suncorp Life chief executive Geoff Summerhayes....
Superannuation
SMSF trustees are increasingly questioning their capacity to run an SMSF in their later years and are looking at switching to a managed fund arrangement in retirement, ac...
Financial planning
SMSFs perform similarly regardless of whether trustees rely on advisers, accountants or their own research, according to a Rice Warner study....
Financial planning
Lifecycle products fail to adequately address the risks that can eat away at members' retirement incomes, according to Rice Warner Actuaries....
Superannuation
Superannuation companies offering simpler products that require fewer decisions from members and reduce administration fees are likely to see a commercial benefit in the ...
Superannuation
Australians and New Zealanders can consolidate their Australian and New Zealand earned retirement savings after the Federal Government passed the trans-Tasman retirement ...
Superannuation
MLC’s Peter Hogan explains what ‘business-like’ activities an SMSF may be able to undertake and outlines the related ATO guidance....
Financial planning
The expected life span of an individual is one of the great unknowns in retirement planning yet Australians continue to underestimate the significant effect of longevity ...
Financial planning
Proper preparation for retirement requires an early start to financial planning, a sense of 'self and purpose' beyond work, and an active mind and body, according to fina...
Financial planning
With major legislative change set to occur, the role software, technology and new media are playing in financial planning today is unprecedented....
Superannuation
SMSFs should be compelled to put some money into the country's infrastructure assets, according to chairman of retirement income at Challenger, Jeremy Cooper....
Financial planning
With dealer groups looking to service untapped markets, rural and regional Australia could represent a perfect growth opportunity for financial planners....
Superannuation
CPA Australia research finds household debt levels outstripping superannuation balances for those approaching retirement....
Superannuation
Superannuation reforms should centre around achieving adequate retirement savings for the majority of Australians and not short-term budget objectives, according to ASFA ...
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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....