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Financial planning
Australians who seek financial advice are more confident that they will be able to support themselves through retirement without Government support, research reveals....
Superannuation
The Government has been warned super will become an election issue if Budget super tax changes are not based on fairness....
Financial planning
Financial advisers are seeking clarification and support on how the Assets Test change will affect their Age Pension eligibility, according to Challenger....
Tools & guides
Minh Ly takes a look at the impact of some recently legislated changes to the Age Pension and Aged Care rules and how they can form part of client conversations....
Tools & guides
It’s a fresh new year, new challenges, new opportunities, and there’s one year to prepare clients for the changes to the Assets Test that will be applied from 1 January 2...
Superannuation
A new survey has revealed most super executives think superannuation’s purpose should be to increasingly reduce reliance on the age pension....
Financial planning
Seniors downsizing will not improve their quality of life and sale proceeds of their home will not manifest into something contributory, Money Quest believes....
Superannuation
Federal Treasurer, Scott Morrison, says industry funds cannot rely on past investment performance to absolve them from necessary governance changes....
Superannuation
If the Government does not act, then the super industry may have to build a MyPension environment....
Financial planning
One-in-four Australian women still feel ‘scared’ or ‘sad’ when asked how the word ‘retirement’ made them feel....
Tools & guides
Anna Mirzoyan asks if the superannuation contribution splitting strategy can improve a member’s future entitlement to the Age Pension. ...
Financial planning
The least wealthy sections of the country will be fully reliant on the Age Pension to achieve even a modest lifestyle, a white paper found....
Superannuation
UK pensions transfers stretching back nine years will be under examination with UK authorities expressing concerns over their use in Australia....
Tools & guides
William Truong looks at how the Federal Government’s changes to Centrelink’s asset testing from 1 January 2017 will impact clients looking at a Centrelink allowance....
Superannuation
Pensioners are being advised to hold onto their homes or upgrade to more expensive houses to reduce the amount of capital beyond the pension assets test....
MARKET INSIGHTS
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Podcast
By having trustees supervise client directed payments from their pension funds, Stephen Jones and the federal Labor gove...
Now we now the size of Stephen Jones' CSOLR tax, I doubt anyone will be employer any new financial adviser from this poi...
Amazing ! Between the beginning of licencing Feb 2002 and 2008 this was a very good stable industry.Then the do-gooders...