RETIREMENT

Superannuation

Federal Opposition seeks declaration from Treasurer on future superannuation taxes....

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Superannuation

Age barriers should be removed to allow greater flexibility in transition to retirement, according to Suncorp Life chief executive Geoff Summerhayes....

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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...

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Financial planning

SMSFs perform similarly regardless of whether trustees rely on advisers, accountants or their own research, according to a Rice Warner study....

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Financial planning

Lifecycle products fail to adequately address the risks that can eat away at members' retirement incomes, according to Rice Warner Actuaries....

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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 ...

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Superannuation

Australians and New Zealanders can consolidate their Australian and New Zealand earned retirement savings after the Federal Government passed the trans-Tasman retirement ...

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Superannuation

MLC’s Peter Hogan explains what ‘business-like’ activities an SMSF may be able to undertake and outlines the related ATO guidance....

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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 ...

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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...

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Financial planning

With major legislative change set to occur, the role software, technology and new media are playing in financial planning today is unprecedented....

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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....

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Financial planning

With dealer groups looking to service untapped markets, rural and regional Australia could represent a perfect growth opportunity for financial planners....

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Superannuation

CPA Australia research finds household debt levels outstripping superannuation balances for those approaching retirement....

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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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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 1 week ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks 2 days ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

2 weeks 1 day ago

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

3 weeks 2 days ago