PENSION

Financial planning

It is “highly likely” that global advisory group Brite Advisors misappropriated client funds for its own purposes, the Federal Court has heard, as receivers examine the v...

People & Products

The fintech firm has launched a new online product comparison tool to help advisers compare the fees and features of over 1,000 superannuation, pension and investment fun...

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Superannuation

Defined contribution assets in pension markets have overtaken defined benefit assets for the first time in what could be construed as a vote of confidence in Australia’s ...

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Superannuation

New pension rules, combined with the ATO’s revised treatment of some existing practices surrounding exempt current pension income, have increased the workload of administ...

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Policy & Regulation

Nearly half of the respondents in a survey of over 1,400 investors by Plato Investment Management expect Labor’s proposed franking dividend reform to make them more relia...

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Superannuation

The emergence of the gig economy and other policy factors have resulted in Australia dropping to fourth place on the Melbourne Mercer Global Pension Index as northern Eur...

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Tools & guides

Rahul Singh explains how to contend with the planning issues stemming from the recent introduction of downsizer contribution rules while still utilising the opportunity t...

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Superannuation

Research from Milliman Inc. has found that a scheme encouraging older Australian couples to downsize their homes will likely help those couples with lower super balances....

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Superannuation

Self-managed superannuation funds in the pension phase are much more likely than their accumulation counterparts to focus on conservative and high-yield investments, acco...

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Financial planning

The Financial Planning Association has called for the Australian adoption of a regime which would allow up to $1,000 of super savings to be withdrawn to cover the provisi...

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Superannuation

Changes to the aged pension’s asset test rules may hurt middle-income Australians, according the to SMSF Association....

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Superannuation

The reduction in the household saving rate has led to a drop in the Australian pension system’s sustainability value, according to the Melbourne Mercer Pension Index 2017...

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Funds management

Australians have been seeking help to repair their financial plans for retirement less than two months since the Age Pension asset test changes....

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Financial planning

Pension-phase investors need specialist, high-yield strategies to supplement traditional sources of income, according to Plato....

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Financial planning

Pensioners considering selling the family home in light of the changes to the Age Pension assets test should take into account emotional and practical consequences before...

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 day 16 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 day 17 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

2 days 16 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

8 months 3 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 1 week ago