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 ...

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Funds management

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

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Superannuation

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

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Financial planning

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

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Tools & guides

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

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Superannuation

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

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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...

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Policy & Regulation

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

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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 ...

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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

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Never miss the latest news and developments in wealth management industry

Aware one

It is very worrying that Stephen Jones and the Labor government are now trying to limit the access retirees have to thei...

5 hours ago
Aware one

Let's face it, recruitment numbers are down because the government, and their bureaucrats, have made this a dying indust...

6 hours ago
Fed-up

Phil Anderson is pure gold....

9 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....

10 months 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. ...

9 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....

10 months ago