RETIREMENT SAVINGS
Superannuation
While the debate about the increase of super concessional contributions caps for over 50s continues, it pays to remember that untaxed schemes will not be affected....
Superannuation
When it comes to retirement savings, giving Australians tangible information that is focused on the long term should help to reconnect them with their superannuation, wri...
Financial planning
Lobby groups with vested interests sparked the endless debate around adviser remuneration, which is clouding the issue of inadequate levels of retirement savings and chro...
Financial planning
Superannuation is unlikely to provide an adequate retirement income, so the Government must prioritise longevity risk policies and develop a new-generation variable annui...
Financial planning
The high cost of advice, driven up by regulatory barriers, is the main reason Australians are not seeking advice, according to Financial Planning Association chief execut...
Superannuation
Peak superannuation industry body ASFA has called for a bi-partisan consensus on superannuation policy settings, reinforcing its support for the super guarantee increase ...
Superannuation
BT Super for Life has passed $1 billion in funds under management around three years after its launch in late 2007....
Superannuation
An increasing number of investors are not getting enough information and advice on self-managed superannuation funds (SMSFs) and are suffering as a result, according to W...
Superannuation
Accountancy firm Chan & Naylor has called for an end to what it calls an arbitrary maximum limit of four members to each SMSF....
Financial planning
Improving financial literacy of consumers remains a critical challenge for Australia’s financial services industry, according to Brett Jollie, managing director of ...
Financial planning
The Financial Services Council (FSC)/PricewaterhouseCoopers CEO survey has revealed that Australia has its work cut out for it before it can meet the challenges of an age...
Financial planning
Members of the Investment and Financial Services Association (IFSA) have formally agreed to a name change following a general meeting in Sydney yesterday....
Superannuation
Westpac breaks new ground by agreeing to pay superannuation on unpaid parental leave....
Editorial
The Henry Review, the Government's overview of Australia's tax system, has failed to suggest action on the life insurance/risk needs of consumers....
Financial planning
Govt draws line in the sand in face of Opposition threats to block the resource rent tax and associated super changes....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...