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RETIREMENT
People & Products
The tool will help advisers to deliver client investment and drawdown strategies for retirement....
Financial planning
Advisers need to understand the types of risk specific to retirees and implement strategies to minimise the risk of outliving their savings as two-thirds do not believe t...
Superannuation
The Australian Council of Trade Unions believes the Government’s superannuation exposure draft legislation is an ‘attack’ on working people and their retirement savings. ...
Funds management
Australian banking underperformance could be over next year as the regulator’s dividend restrictions will finish at the start of 2021....
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. ...
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....
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...
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...
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....
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....
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....
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...
People & Products
The firm’s flagship retirement product has been integrated to the HUB24 platform....
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...
Expert Analysis
The investment industry needs greater focus on protecting retirees’ second biggest asset in drawdown phase, writes Jacqui Lennon....
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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....