POWERED BY MOMENTUM MEDIA
RETIREMENT INCOME
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...
Financial planning
Questions are being asked about whether advisers are facing greater risks of being perceived to breach the code of ethics because of the complexities inherent in advising...
Financial planning
What are financial advisers telling their clients about retirement income strategies amid the low interest rate, low dividend environment generated by the COVID-19 pandem...
Superannuation
The Retire with Confidence tool will help retirees and pre-retirees better understand how long their retirement income might last and what options they have available....
Life/Risk
Those who seek their own coverage cannot assume they will end up with a product in their best interests, according to a law firm....
Superannuation
The Government would be well-advised focusing on Age Pension taper rates rather than superannuation within its upcoming retirement incomes review, according to Australian...
Superannuation
The retirement income review’s model will be able to dispel the contagious false narratives such as spiralling inflation and plummeting house prices that disproportionate...
Funds management
The compounding effect of poor downside capture could have a devastating effect on retirement portfolios, according to Fidelity....
MARKET INSIGHTS
Never miss the latest news and developments in wealth management industry
Podcast
Might be a bit different to i the past where at most there was one man from the industry on the loaded enquiry boards a...
Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...