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RETIREES

Superannuation

The Association of Independent Retirees has called on all political parties to stop changing the rules of superannuation, tax and concessions on retirement incomes. ...

Funds management

BetaShares has launched its new Global Income Leaders exchange-traded fund which will offer access to a portfolio of 100 global companies....

Policy & Regulation

A Federal Government committee will examine the implications for investors if refundable franking credits were to be scrapped....

Funds management

DomaCom has announced a new solution for ageing retirees to help them fund their retirement by selling part of their home while they would continue to live in it....

Superannuation

The Financial Planning Association has warned the Government of serious unintended consequences associated with the implementation of its First Home Super Saver Scheme....

Superannuation

Government risks advantaging wealthy retirees at expense of others with its Budget home down-sizing measure warns industry funds....

Features

Financial advisers are in a privileged position to help clients through key life stages and understanding their needs is key to the value of advice, Bryan Ashenden writes...

Funds management

New fund, Trilogy Enhanced Fund aims to provide above cash returns for retirees and those approaching retirement....

Funds management

Australian investors and retirees are forecast to experience lower returns, according to Clime Asset Management....

Features

It is time for planners to bring aged care advice into sharper focus and initiate conversations with their clients around cost, structures, and implications for other are...

Financial planning

Australian retirees are now the most active users of online resources for launching new business ventures....

Superannuation

Sydney retirees who rent will need more than $1 million in super savings assuming they enjoy reasonable health, ASFA figures found....

Superannuation

Industry Super Australia has produced modelling suggesting that within 10 years 50 per cent of new retirees will be adversely affected by the Turnbull Government’s pensio...

Financial planning

Changes to the UK retirement regime has given rise to an environment where retirees badly need advice but are reluctant to pay for it....

Tools & guides

Jeff Rogers explores goals-based investing for retirees, highlighting that retirees’ goal priorities in terms of their needs, wants and aspirations in retirement determin...

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