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RETIREMENT
Financial planning
GESB leverages scale to reduce fees for its Retirement Income Allocated Pension....
Superannuation
The majority of pre-retirees in Australia expect to work longer, while 39 per cent feel they are unlikely to meet their retirement income needs, according to CoreData res...
Superannuation
More pre-retirees are set to sell down assets like their houses in preparation for retirement, possibly leading to volatile property prices that will only further prolong...
Superannuation
The Government has stopped short of imposing retirement solutions stemming from super, although it may place pressure on advisers to address the risks retirees face in th...
Superannuation
Pension and annuity products provided by banks and large dealer groups are not being optimised for those moving into retirement, according to Mercer....
Superannuation
The financial services industry needs to do more to cater for women nearing or in retirement, although tailored services and products for women are lacking in general, ac...
People & Products
The principal of William Buck Wealth Advisors, Rob Davy, has announced his retirement after almost 20 years in the financial planning industry. He will be succeeded by hi...
Financial planning
SSFS is looking for a new managing director after incumbent Peter McKillop announced his retirement....
Financial planning
Australians need to be educated at an early age about financial matters, and it’s up to advisers to take that step, according to Novus Capital’s Sara Harman....
Financial planning
The looming financial and social challenges posed by longevity can no longer be ignored, writes Indy Singh....
Financial planning
The Government has used its response to the Henry Review of taxation to wind back some of the super contributions cap measures announced in the last Budget....
Superannuation
Australians face a shortfall in retirement savings, and may have to accept lower living standards or bump up their savings though contributions....
Editorial
Sarina Raffo lays out the various financial planning options available to clients as they prepare for their retirement....
Financial planning
ASFA and AIST backs report to remove the $450 monthly minimum threshold for superannuation guarantee payments, which they say mainly affects the super balances of women....
Superannuation
Trustees lent 95 per cent of SMSF assets to a related company during a period of physical and financial stress....
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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....