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Financial planning
Dimensional Fund Advisors' Gerard O’Reilly believes the focus of retirement planning should move from savings in the abstract to consumption planning....
Editorial
Dominick McCormick argues that shares, not bonds, should be the core of long-term portfolios....
Editorial
Given the slowest share market recovery in years, many investors will wait it out before diving back in. But taking the same approach with asset allocation in superannuat...
Superannuation
The Opposition and Government are interpreting ATO research in different ways and the bottom line seems to be that many people remain confused....
Superannuation
Taking advantage of the potential tax benefits of buying property through a SMSF, a growing number of South Australians are turning to property for their retirement savin...
Financial planning
Traditional segmentation is not tailored to suit clients' objectives, according to Perpetual's general manager for private client advice, Nick Langton....
Funds management
Wingate chief investment officer Chad Padowitz says traditional strategies do not manage sequencing risk which is better mitigated with a diversified equities portfolio....
Financial planning
Financial planners should be considering the age pension as part of their clients' financial risk model, according to Towers Watson Australian investment strategy head Ti...
Editorial
The dust has well and truly settled on the Federal Budget but, as Liz Westover writes, the Government needs to accept that its actions have served to confuse Australians ...
Financial planning
AMP has signaled it will be pushing further into providing financial advice to the post-retirement sector....
Tools & guides
MLC's Gemma Dale outlines the issues financial advisers need to consider before and after 30 June to help clients maximise opportunities and avoid costly mistakes....
Funds management
New Plan for Life data details likely growth in retail managed funds over next decade....
Financial planning
The Australian Institute of Superannuation Trustees has told the Treasury it wants the rules around the provision of intrafund advice with respect to MySuper products ali...
Editorial
When it comes to asset allocation, the focus has shifted from beating benchmarks to the requirement that liabilities are met, writes Richard Skelt....
Superannuation
The Self-Managed Super Fund Professionals' Association has acknowledged it had been lobbying for the two-year delay in the commencement data of the concessional contribut...
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Podcast
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....