RETIREES

Financial planning

New regulators’ policies combined with lower earnings across many sectors may have far-reaching implications for retirees as well as companies and investment managers, ac...

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Superannuation

The Government has announced that workers who lose their jobs will be able to drawdown $10,000 from their superannuation to cover losses caused by COVID-19. ...

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Superannuation

The centrality of superannuation as a retirement vehicle has been reinforced by new research revealing the financial insecurity felt by current retirees....

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Financial planning

Submissions directed to Treasury around the end of grandfathering revealed little significant resistance but genuine concern around how client rebates should work....

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Superannuation

Confidence and satisfaction levels among retirees who have entered advice partnerships are high and the impact of expert financial advice should not be underestimated, ac...

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Financial planning

Most Australian retirees are not involved with any financial professionals and navigate their way through their retirement finances independently, according to Franklin T...

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Policy & Regulation

The Government needs to avoid placing at a disadvantage people who have already retired and who have established their investment settings, according to the Association o...

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Financial planning

Retirees living off cash-linked income will have their income further “crimped” by the RBA’s latest rate cut....

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Funds management

Financial advisers may need to help retirees increase their defensive equity allocations to protect capital, according to Vertium Asset Management....

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Funds management

Investors were avoiding exposure to stocks with franking in the run-up to the election, with DNR Capital warning they should not base investment decisions solely on tax. ...

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Financial planning

Retirees should review their income-generating strategies in light of the Reserve Bank of Australia’s second rate cut as it will mean they receive less income from their ...

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Policy & Regulation

The Association of Independent Retirees is claiming the Federal Opposition simply did not do enough research on the unintended consequences of its franking credits, negat...

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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. ...

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Funds management

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

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Policy & Regulation

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

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Never miss the latest news and developments in wealth management industry

Ralph

How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...

2 days 10 hours ago
JOHN GILLIES

Faking exams and falsifying results..... Too stupid to comment on JG...

2 days 11 hours ago
PETER JOHNSTON- AIOFP

Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...

2 days 11 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 3 weeks 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 1 week ago

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

9 months 3 weeks ago