RETIREMENT

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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Financial planning

Suncorp's Sarina Raffo says working mums represent a potentially large client segment for planners and outlines the areas where they need financial advice....

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Superannuation

New data released by AMP Limited has confirmed the adverse impact of the Federal Government having lowered superannuation concessional contribution caps....

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Funds management

Australian financial advisers plan to increase client allocations to global, favouring managed funds over direct equities, according to a Zurich survey....

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

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Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

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gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

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The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

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A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

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The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

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