PENSION

Policy & Regulation

The changes to super rules, passed by the Government, would force Australian retirees to rethink their retirement income approach in 2017, according to a study by a fund ...

Funds management

Life expectancies have increased, but which fixed income funds have produced the best long term returns? Jessica Amir writes. ...

Superannuation

The global pension world has moved toward defined contributions, demands on investment talent, and governance improvements, according to Willis Towers Watson....

Financial planning

Count Financial tells accountants they are trusted by clients and therefore need to understand the size of the advice pool....

Tools & guides

Anna Mirzoyan asks if the superannuation contribution splitting strategy can improve a member’s future entitlement to the Age Pension. ...

Superannuation

Australian super funds have lobbied Treasury to seek a resolution over the tax block imposed on UK pension tranfers...

Superannuation

Former CommInsure managing director, Peter Beck, has won a 10-year legal battle with the Commonwealth Bank over his multi-million dollar defined benefit pension entitleme...

Policy & Regulation

The Productivity Commission has questioned whether TTR pensions are a valid policy device or a tax planning vehicle for the wealthy....

Financial planning

Assuming the Budget's asset test changes pass through the Senate advisers and their clients will have until 2017 to change their strategy, if their account-based pension ...

Superannuation

Changes to the age pension has seniors rethinking their assets as their deemed income may now push them over the threshold to receive the seniors health card....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 4 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 6 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 4 days ago
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