The Opposition and Government are interpreting ATO research in different ways and the bottom line seems to be that many people remain confused....
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...
Traditional segmentation is not tailored to suit clients' objectives, according to Perpetual's general manager for private client advice, Nick Langton....
Wingate chief investment officer Chad Padowitz says traditional strategies do not manage sequencing risk which is better mitigated with a diversified equities portfolio....
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...
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 ...
AMP has signaled it will be pushing further into providing financial advice to the post-retirement sector....
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....
New Plan for Life data details likely growth in retail managed funds over next decade....
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...
When it comes to asset allocation, the focus has shifted from beating benchmarks to the requirement that liabilities are met, writes Richard Skelt....
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...
Challenger’s ‘Real Stories’ campaign capturing the true experiences of Australian investors during the global financial crisis has been named best advertising campaign in...
Figures from ASFA's Retirement Standard have shown costs for a comfortable retirement and modest retirement vary greatly and are largely affected by costs for leisure goo...
With the Government virtually certain to change superannuation tax arrangements in the Budget, the industry and the Opposition are continuing their warnings....
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...