Most financial advisers believe financial advice should be tax deductible for clients, but a significant cohort believe it should not be tax deductible for advice around ...
Optimum Pensions has been founded by actuary David Orford to provide retirement solutions aimed at addressing longevity risk....
Transition-to-retirement strategies can still give a reasonable benefit to those over 60, according to CFS....
As the debate heats up around young people being allowed to access their super to fund home purchases, the timetable around CIPRs has slipped out....
Australian retirees are more conservative than their US peers throughout their retirements preferring minimum pension draw-downs....
Pension-phase investors need specialist, high-yield strategies to supplement traditional sources of income, according to Plato....
Retirees around 65 needed to spend 0.8 per cent more in the September quarter despite low annual growth in CPI, according to ASFA....
SME owners are relying on the sale of their business to fund their retirement, according to a report....
Australians would need to ask themselves if $1.6 million would provide an adequate retirement income to sustain a comfortable lifestyle, according to Milliman....
Couples would bear the brunt of changes to the Age Pension assets test taking effect next year, with a significant drop in the proportion of couples who would have a comf...
The financial planning industry has probably accepted by now that change is a constant, stemming from legislation, regulation, or the Budget. Malavika Santhebennur wades ...
An estimated 3.2 million individuals will be better off thanks the LISTO measure announced in the Budget, according to ASFA....
The Federal opposition is consulting with stakeholders and experts to ensure Budget proposal changes do not negatively impact people on lower incomes. ...
The Federal Government has lost sight of the long-run Budget benefit of encouraging retirement incomes self-sufficiency by lowering the concessional super contribution ca...
Early analysis suggests the Budget changes to the TTR will simply see clients exiting the regime....
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...