RETIREMENT PLANNING

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...

image
Expert Analysis

Richard Dinham outlines the five different types of strategies available to advisers to help their clients transition to retirement....

image
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....

image
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...

image
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. ...

image
Superannuation

The Federal Treasurer, Josh Frydenberg has made clear the Government will opt for retirement income certainty rather than the superannuation guarantee recommendations of ...

image
Financial planning

Younger Australians are showing surprising levels of concern about retirement, with Roy Morgan finding that Generation Z is the most likely to ask friends and family for ...

image
Superannuation

Roy Morgan’s newly released superannuation report had found a strong contrast between the growth of super funds and house prices....

image
Financial planning

ASIC’s Greg Medcraft has used a speech to emphasise the need for all Australians approaching retirement to seek financial advice to navigate the complexities....

image
Financial planning

Majority of Australians were failing to proactively plan for retirement and seek financial advice despite concerns about their financial situation....

image
Features

Financial advisers will need to be able to segment their client base to take full advantage of the CIPR regime, Paul Murphy writes....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Adnan

It is fascinating to see that this year - 2 funds (Mine Super & CFS FirstChoice Employer Super) which failed APRA Perfor...

2 days ago
Mitch VB

Thanks for providing us even more work in educating clients on the growth/ defensive splits of all these "top" performer...

2 days ago
JohnM

Why would you do that for? It would be a case of the same circus, different clowns....

2 days 7 hours ago

Insignia Financial has unveiled a new operating model and executive team, including a new head of advice, while three senior executives are set to depart the licensee....

1 week 2 days ago

The $280 billion Australian Retirement Trust is the first superannuation fund off the block to report its performance for the 2023-24 financial year....

2 weeks 5 days ago

Analysis by Chant West of the annual performance of growth superannuation funds has uncovered which ones see the best performance....

2 days ago