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SUPERANNUATION
INDUSTRY NEWS
Financial planners have shown an increasing willingness to provide administration services for self-managed superannuation funds in response to rule changes regarding sup...
INDUSTRY NEWS
Delaying access to your superannuation until after July 1, 2007, may be a costly exercise for retirees not requiring access to a lump sum, according to Ward Financial Gro...
INDUSTRY NEWS
With the oldest of the baby-boomer generation now pushing 60, the Government is making a concerted push to keep older workers in the workforce to lessen the burden on the...
INDUSTRY NEWS
Shaw Stockbroking has made its first entry into the broad investor market with the launch of a managed discretionary account (MDA) aimed at servicing the needs of the gro...
INDUSTRY NEWS
Western Australian-based dealer group Wealthsure has entered into an agreement to use Multiport software in the administration of its clients’ self-managed superannuation...
INDUSTRY NEWS
Australian baby boomers are looking to spend their retirement living life to the full, and are actively planning to be able to sustain it, according to a Commonwealth Fin...
INDUSTRY NEWS
New research conducted by Mercer Oliver Wyman in the UK has identified four distinct life stages in the 50 plus age group, which it feels financial product providers will...
INDUSTRY NEWS
The latest AMP Capital/Investment Trends SMSF Investor Report has revealed compliance is now clearly the number one challenge being faced by people running their own supe...
INDUSTRY NEWS
BT Financial Group has become the latest entrant into the self-managed superannuation administration market, launching a service to administer SMSF funds and small Austra...
INDUSTRY NEWS
After you’ve clocked up a few years in the workforce, those fantasies about driving off into the sunset seem to come up a lot more frequently. But if the federal governme...
INDUSTRY NEWS
With the marketplace gearing up for over 55’s to implement the Transition to Retirement (TTR) Strategy, financial planners and accountants need to ensure they optimise th...
INDUSTRY NEWS
Over 50 per cent of baby boomers believe they are only “somewhat ready” in terms of their financial preparations for retirement, with another 20 per cent saying they were...
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...