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Association has called for the Australian adoption of a regime which would allow up to $1,000 of super savings to be withdrawn to cover the provisi...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

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

2 weeks 3 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

3 weeks ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

1 month 1 week ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

2 weeks 6 days ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

2 weeks 5 days ago

The FSCP has announced its latest verdict, suspending an adviser’s registration for failing to comply with his obligations when providing advice to three clients....

2 weeks 3 days ago