RETIREMENT SAVINGS
Financial planning
Scrapping reasonable benefit limits; changing rules on employer eligible termination payments; and making more financial planning services tax deductible have all been su...
Superannuation
One in every two Australians aged under 45 are worried about financing their retirements, according to a survey conducted by the Institute of Chartered Accountants Austra...
Financial planning
Three-quarters of Australians would prefer the superannuation contributions tax to be scrapped rather than a tax cut, and only 7 per cent of the public has changed supera...
Financial planning
Labelled the ‘fathers’ of term allocated pensions, Richard Gilbert and David Shirlow teamed up to revolutionise retirement incomes....
Financial planning
A group of the Federal Government’s own backbenchers is urging it to cut taxes on superannuation, with some calling for even more radical changes, such as allowing younge...
Financial planning
Women have emerged as the major beneficiaries of the Federal Government’s superannuation co-contribution regime, according to data released by the Commonwealth this week....
Financial planning
Assistant Treasurer Mal Brough has flagged his intention to improve fee disclosure requirements by superannuation funds and simplify how retirement savings are taxed....
Superannuation
One third of Australia’s 4.8 million retirees regret not having sought expert financial advice during their working lives, according new research....
Financial planning
Despite the introduction of choice legislation and the abolishment of the hugely unpopular superannuation surcharge, the Australian superannuation industry is still far f...
Financial planning
Superannuation funds should be permitted to provide members with estimated projections of the future value of retirement savings in line with overseas practices, accordin...
Policy & Regulation
Many Australians could have their retirement savings boosted by 13 per cent after the Federal Government abolished the superannuation surcharge when it took control of th...
Financial planning
Almost 500,000 or 8 per cent of those Australians eligible to determine their own super fund under impending choice of fund legislation will opt to do so according to new...
Financial planning
Leading actuarial firm, Rice Walker has entered into a joint venture with the Australian National University aimed at compiling a more comprehensive picture of Australia’...
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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...