Up to a third of superannuation fund members find themselves ‘confused and overwhelmed’ with respect to insurance inside superannuation and could use the help of a financ...
The COVID-19 pandemic, market sell-down and subsequent recession has witnessed a growing community of investors seeking a better balance of risk....
AXA Investment Managers’ Michelle Lacey discusses the ‘green lining’ of COVID-19 and why the growth in responsible investing creates a post-pandemic opportunity for advis...
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...
Investors looking for yield in the broader fixed income market could look to emerging market corporate debt as it offers opportunities with the potential for higher retur...
Longlead Capital Partners will launch the new strategy to Australian wholesale investors, giving them access to unique business environments in Asia....
Diversifying among asset classes without proper forecast performance expectations is simply diversifying, rather than avoiding, losses, according to Mason Stevens. ...
The Association of Independent Retirees has welcomed the Retirement Income Review’s “fact based” assessment of the three pillars, but there is a requirement to get more A...
Self-managed superannuation funds have become more competitive with Australian Prudential Regulation Authority regulated funds over the past seven years but having a soli...
The industry is still a “boy’s club” and it will come at the expense of advice that better suits the needs of female clients....
Anthony Wamsteker has been appointed as a non-executive director, while another non-executive director is being forced to step down due to an administrative error....
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....
In an unusual move, the Australian Securities and Investments Commission is taking civil action in the Federal Court to force a Gold Coast accountant to abide by an enfor...
Australian Unity looks to be amongst the first mutual organisation to leverage the Government’s new mutual capital instruments regime....
Complexity, misconceptions and low financial literacy have resulted in people not adequately planning for their retirement, according to findings in the Retirement Income...
A coalition of 125 organisations have written an open letter to the Government to oppose scrapping safe lending laws, designed to protect consumers from gaining loans the...
Investors should make sure to fully utilise the franking credit system particularly as interest rates reach record lows of 0.1%, making it harder to achieve a sustainable...
The 40% fall in underlying dividends was precipitated by significant cuts in the banking sector, which accounts for around half of all dividends. ...
Over half of Australians are earning less than they were at the start of the year with Victoria suffering the worst due to the second lockdown....
Financial advisers facing a dilemma on whether they should go down a self-licensing path or join another licensee should review all the options and utilise the right obje...
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...
So we are now underwriting criminal scams?...