RETIREMENT

Financial planning

Financial planners in the retirement space are most concerned about mitigating longevity and market risks, with less concern being expressed over regulatory uncertainty t...

Financial planning

With many pensioners drawing down the bare minimum, superannuation trustees have been told there is a need for advice to inform retirees what represents a sustainable rat...

Superannuation

The average age of Australians intending to retiree in the next 12 months is 61.9 years, up from 58.2 years in 2014, reducing pressure on the Government to fund through p...

Financial planning

Staggered annuitisations can help support retirees through to maximum probable life expectancy, and planners are showing increased interest in them as a retirement soluti...

Superannuation

The SMSF Association has labelled the Government’s decision to release draft legislation regarding a Reversionary Transition to Retirement Stream as positive, saying it w...

Financial planning

New research from Investment Trends has confirmed high demand for planners as people prepare for retirement....

Superannuation

The Federal Government has been urged to give its 2016 Budget super tax changes time to work or risk making Australian retirees significantly worse off....

Superannuation

The SMSF Association has urged the Government to better coordinate pension and superannuation policy in the forthcoming Budget to eliminate ‘perverse’ outcomes....

Superannuation

Industry funds group, the Australian Institute of Superannuation Trustees has warned that raising the superannuation preservation age could lead to a blow-out in involunt...

Superannuation

Vision Super has helped implement a program at Mount Alexander Council that seeks to help employees increase their superannuation by taking into account behavioural econo...

People & Products

Long-serving ANZ Chief Risk Officer, Nigel Williams, will be retiring from the role early next year....

Editorial

Robert Ross looks at the harsh realities which make delivering advice around aged care so challenging....

Superannuation

Mercer has called on advisers to take a leading role in the challenge of longevity risk in retirement planning and funding....

Superannuation

Financial planners need to communicate future uncertainty in a nuanced and careful manner, according to Milliman....

Financial planning

Senior Australians are increasingly turning to planners for retirement incomes advice....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 3 days ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

3 days 8 hours ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 6 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 6 days ago
Powered by MOMENTUM MEDIA
moneymanagement logo