RETIREMENT PLANNING

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...

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Expert Analysis

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

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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....

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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...

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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. ...

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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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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 ...

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Superannuation

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

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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....

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Financial planning

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

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Features

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

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Financial planning

Many of those who are self-employed are not taking steps to prepare and plan for their future retirement, Aegon’s study found....

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week 1 day ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week 1 day ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 2 days 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 2 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 ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago