RETIREMENT INCOME

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....

Editorial

A significant question mark will hang over the Government’s Retirement Income Review if all it seeks to achieve is abandonment of the superannuation guarantee timetable a...

Policy & Regulation

Industry superannuation funds have reinforced the fact that lifting the Superannuation Guarantee to 12% has already been legislated amid suggestions that the Government’s...

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 ...

Financial planning

Retirees have seen a slight increase in living costs over the last quarter, according to the ASFA Retirement Standard, with a jump in the cost of food particularly contri...

Expert Analysis

In retirement, our investment objectives need to pivot. With most investment strategies designed for people in accumulation, Alastair MacLeod writes that retirees may nee...

Awards

A portfolio of listed companies that own ‘hard’ physical assets rewarded investors in the Legg Mason Martin Currie Real Income Class A Units Fund over the last year, with...

Superannuation

A regulatory framework created over 20 ago poses barriers to companies launching new retirement income products, despite Australians fearing running out of money in retir...

People & Products

ME Bank and specialist retirement funding provider Household Capital, which launched earlier this year, have announced a partnership to establish a $100 million wholesale...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

2 weeks 6 days ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

4 weeks 1 day ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 1 day ago
moneymanagement logo