RETIREMENT SAVINGS

Superannuation

Treating self-managed superannuation funds differently to industry funds with respect to franking credits is un-Australian, according to financial services academic, Prof...

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Superannuation

New analysis from Rice Warner has suggested that the removal of volume-based adviser fees would challenge superannuation just as much as it would challenge planning firms...

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Financial planning

People receiving financial advice are going to be better placed to deal with any move by a future Labor Government to remove refundable franking credits, according to the...

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Superannuation

The SMSF Association is selling the message that you don’t need $1 million to set up a self-managed superannuation fund but regulatory uncertainty does represent a major ...

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Superannuation

The Financial Services Council has found that ordinary Australians who are members of large super funds are the biggest group benefiting from franking credit refunds, adv...

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Financial planning

The SMSF Association has announced the establishment of a Global Centre of Excellence for Retirement Savings in Adelaide....

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Financial planning

Challenger annuities were now available to industry super fund, Local Government Super, along with others, through Link Group’s AAS platform....

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Features

Australians are living longer and intending to work longer than ever before. Jessica Amir explores how the industry is evolving, what changes you can expect, and how to a...

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Financial planning

Most people who sought financial advice were doing so at the last minute as they approached retirement, with many finding advice was out of reach for them....

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Funds management

New analysis from Morningstar suggests planners can no longer rely on the original thinking behind the so-called four per cent rule on safe withdrawal rates....

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Financial planning

If female employees could salary sacrifice five per cent of their salary before tax, their super balance at retirement would increase by $178,100, according to ANZ....

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Superannuation

A new white paper labels as spurious claims that people need $1 million in super for a comfortable retirement, claiming that investment income trumps quantum....

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Superannuation

The Financial Services Council has warned the Government against sacrificing national retirement savings to appease critics of the super tax concessions....

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Superannuation

Aussies are taking more control on their retirement savings as 52 per cent say fees and better performance were reasons to switch funds, according to a report....

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Tools & guides

Andrew Lowe answers some common questions around income stream planning, including eligibility to make super contributions, and starting or winding up an income streams....

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