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...

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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....

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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...

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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....

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Funds management

Differing from other funds from the group, the retirement income-focused fund will offer a fixed monthly distribution....

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People & Products

The tool will help advisers to deliver client investment and drawdown strategies for retirement....

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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....

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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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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...

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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...

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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....

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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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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...

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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...

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Funds management

The compounding effect of poor downside capture could have a devastating effect on retirement portfolios, according to Fidelity....

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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 2 hours ago
JOHN GILLIES

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

2 days 3 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 3 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