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RETIREMENT PLANNING
Financial planning
Platform-based superannuation funds are beating out industry fund models when it comes to adviser satisfaction, with service quality playing a key role in advisers’ decis...
Financial planning
With the demand for retirement advice set to skyrocket, a professor has highlighted the importance of advisers using a multidisciplinary approach when assisting retiree c...
Financial planning
Financial advisers are being encouraged to bring forward their retirement income planning conversations with clients, with an ideal “runway” of at least 10 years prior to...
Features
A new report has unearthed seven key megatrends that financial advisers need to prepare for to stay ahead of the game and not be left behind by peers....
Financial planning
Deloitte’s Andrew Boal believes there is a role for financial advisers to help clients understand longevity literacy as retirees find themselves “asset rich, cash poor”, ...
Financial planning
With just one-quarter of Australian workers aiming to retire by the age of 65, many are working into their 70s due to rising economic pressures, according to Equip Super....
Financial planning
The final Aged Care Taskforce report has recommended planning for aged care costs should begin at retirement to prevent suboptimal outcomes, while wealthier individuals c...
Financial planning
Australians are increasingly conflicted on their outlook towards retirement, with some confident their savings will sufficiently last while others say they no longer see ...
Financial planning
With the great wealth transfer looming alongside weakening financial literacy, an HLB wealth adviser urges families to engage in more financial discussions around legacy ...
Financial planning
Retirement planning tools currently available might not reflect best practice when it comes to determining and allowing for life expectancy, according to Optimum Pensions...
Expert Analysis
Richard Dinham outlines the five different types of strategies available to advisers to help their clients transition to retirement....
Financial planning
The Government is wrong in its move to stop people from paying for financial advice from their MySuper accounts, according to the Financial Planning Association....
Financial planning
There is a strong demand for aged care advice, according to a recent Australia Securities and Investments survey tracking consumer demands, calling into question if advis...
Financial planning
University of Technology Sydney has announced it would introduce a new Master of Financial Planning in 2019 open to both new entrants and existing planners. ...
Superannuation
The Federal Treasurer, Josh Frydenberg has made clear the Government will opt for retirement income certainty rather than the superannuation guarantee recommendations of ...
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MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...