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RETIREMENT INCOME
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...
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....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...