RETIREMENT

Funds management

Australian banking underperformance could be over next year as the regulator’s dividend restrictions will finish at the start of 2021....

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Funds management

An equal exposure to cash, fixed income, equities and precious metals is how Cor Capital plans to position its portfolio to 2021, debunking the traditional 60/40 method. ...

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Superannuation

The cost of retirement for couples went up 0.3% to $62,083 per year and up 0.5% to $43,901 for singles during the September quarter, according to data....

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Superannuation

The Government’s Retirement Income Review has been welcomed but the industry has differing views on the superannuation guarantee increase and accessing home equity to fun...

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Financial planning

Retirement was always a primary reason for financial advisers selling their businesses but the Financial Adviser Standards and Ethics Authority has accelerated many retir...

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Expert Analysis

Exchange-traded funds can be a suitable way for retirees to future-proof their portfolios and generate a stable income, writes Kanish Chugh....

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Financial planning

Too many Australians are relying on the Age Pension for retirement even though it’s only a safety net, according to Wealth Within....

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Financial planning

Nearly three quarters of older Australians wish to remain in their own home when they retire, instead of downsizing, but lack confidence in how they will fund this....

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Superannuation

Australia has been ranked among the top countries in the world for retirement security for the fourth consecutive year but it is ‘too early’ to determine how this will be...

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People & Products

The firm’s flagship retirement product has been integrated to the HUB24 platform....

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Funds management

Retirees who took more than the reduced minimum amount as a pension before the change became law can only treat payments made after 24 March, 2020, as lump sum commutatio...

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Expert Analysis

The investment industry needs greater focus on protecting retirees’ second biggest asset in drawdown phase, writes Jacqui Lennon....

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Superannuation

The Retirement Income Review should not be used as a stalking horse for dangerous policies such allowing low income earners to opt out of superannuation or use their bala...

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Financial planning

Questions are being asked about whether advisers are facing greater risks of being perceived to breach the code of ethics because of the complexities inherent in advising...

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Financial planning

What are financial advisers telling their clients about retirement income strategies amid the low interest rate, low dividend environment generated by the COVID-19 pandem...

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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 ...

4 weeks 1 day ago
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 ...

4 weeks 1 day ago
gonski

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

4 weeks 2 days ago

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....

2 weeks ago

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

4 weeks ago

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

3 weeks 1 day ago