retirement

Funds management

Smoothing returns in an uncertain environment

Insight Investment has described how retail investors and their advisers can help to smooth returns and maximise certainty in an uncertain market environment....

Superannuation

Super balances can double if Australians work 10 years longer

Australia has a large untapped workforce of older Australians who would delay retirement for up to 10 years if they were able to switch careers and achieve a better work ...

Superannuation

RIC to set good retirement strategy practice

The Retirement Income Covenant (RIC) may set a benchmark when it comes to what is good practice for retirement strategy without diminishing the value offered by financial...

Financial planning

Retirees concerned about potential inheritance tax

The majority of Australian retirees are concerned about the Federal Government implementing an inheritance tax, according to a survey....

Financial planning

Super M&A activity weighs on Link revenue

Industry merger activity in the superannuation space has led to revenue for Link’s retirement and superannuation solutions business declining 2.3% while a new chief execu...

Financial planning

Treasury ‘confident’ in trustees’ ability to avoid providing financial advice

Following months of discussion and consultation, Treasury has released its final report into the Retirement Income Covenant, stating it is confident superannuation truste...

Funds management

AMP looks to serve retirement market

AMP Limited will look to “better serve” the retirement market and take its products direct to clients following the demerger with AMP Capital’s private markets business....

Financial planning

ClearView Wealth signs MOU with Manulife

The signing of the memorandum of understanding will see the two firms launch wealth management and retirement income solutions for Australian retail investors....

Superannuation

RIC could impact accumulation phase

Superannuation members should develop accumulation strategy designs which factor in changes to risk objectives, new insights gleaned, or behaviours found out from the dev...

Financial planning

More complex strategies could give greater confidence to retirees

Retirees could be more confident if advisers use more complex strategies such as an individual asset liability model as more precision would have gone into the constructi...

Financial planning

RIC will improve decumulation product options

Greater innovation in the decumulation phase for products, as well as greater access through platforms, are the two areas the retirement income covenant will help improve...

Superannuation

Retirement income system needs to be fairer: Actuaries Institute

Its year-long review has examined the role of the family home in retirement income provision, how advice results in better use of superannuation savings, and the Age Pens...

Financial planning

Investors left exposed by target retirement date strategies

Setting a target retirement date is no longer the most effective way to plan for retirement savings, according to American Century, as more people take a ‘phased retireme...

Financial planning

Advisers should focus on simplifying decision making: white paper

When it comes to retirement planning of mid-life clients, financial advisers should look to simplify decision-making and transitional career work, according to Full Time ...

Funds management

AMP explores cheap UK exposure

After years of Brexit negotiations, the UK is the cheapest market in the world, leading to an AMP retirement fund buying into the country for the first time. ...