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RETIREMENT INCOME
Funds management
Money Management is pleased to launch a new white paper focused on portfolio construction with exclusive commentary from seven asset managers....
Financial planning
Being able to offer attractive retirement income products will be essential for advisers in coming years if they want to attract and retain clients. ...
Financial planning
The Australian Prudential Regulation Authority and the Australian Securities and Investments Commission have published information on the implementation pathway for the R...
Superannuation
Superannuation funds and product providers creating retirement income products should look to create effectively default products as products requiring advice will not be...
Financial planning
The signing of the memorandum of understanding will see the two firms launch wealth management and retirement income solutions for Australian retail investors....
Features
The Government has long advocated for ‘growing the pie’ but, Chris Dastoor writes, the Retirement Income Review showed insufficient thought has been put into getting the ...
Financial planning
Retirees could be more confident if advisers use more complex strategies such as an individual asset liability model as more precision would have gone into the constructi...
Superannuation
Disclosing the precise value of privately held assets will compromise super funds from being able to effectively implement investment strategies, according to the Austral...
Superannuation
The paper has outlined what should be included in a retirement income strategy plan developed by trustees to assist members in achieving retirement income needs....
Financial planning
Tax benefits make investment companies a better option to family trusts as they offer the best tax benefits to clients, apart from superannuation, according to HLB Mann J...
Superannuation
Dividend income, with the help of franking credits, may not continue to be a reliable method of income for retirees, according to a panel....
Funds management
Differing from other funds from the group, the retirement income-focused fund will offer a fixed monthly distribution....
People & Products
The tool will help advisers to deliver client investment and drawdown strategies for retirement....
Features
Oksana Patron checks how COVID-19 has changed Australians’ thinking about superannuation and their own retirement and what lies ahead for product and solutions providers....
Superannuation
The Government’s Retirement Income Review has been welcomed but the industry has differing views on the superannuation guarantee increase and accessing home equity to fun...
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...