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RETIREMENT
Features
Mike Taylor writes that while other options may exist, annuitisation has become the preferred foundation for the development of Government approved retirement income prod...
Features
Paul Harding-Davis looks at the five retirement transition phases now that he is approaching the ‘sunset’ of his life....
Superannuation
MLC has called on Australians to maximise their super balances and thus not slip into ‘retirement poverty’....
Superannuation
While 37 per cent of Australians want to travel the world in retirement, 73 per cent plan to access the Age Pension, according to Sunsuper....
Financial planning
The majority of Australians have not seen a financial adviser despite mounting concerns about their retirement as they feel it is only for the wealthy....
Superannuation
Superannuation funds which offer post-retirement products will be inherently conflicted with respect to member best interests and should not be afforded a legislative car...
Financial planning
Results from a finder.com.au survey have found over 50 per cent of Australians consider adequate accumulation for a comfortable retirement the most crucial financial mile...
Financial planning
The discussion around CIPRs or the MyRetirement framework should focus on a ‘solution’ rather than ‘product’, while low-cost digital advice solutions should be a key com...
Features
It is time for planners to bring aged care advice into sharper focus and initiate conversations with their clients around cost, structures, and implications for other are...
Superannuation
Housing affordability has serious implications for metro-based retirees, according to Milliman’s report....
Financial planning
Majority of Australians fear they would not have enough funds for a comfortable retirement, yet only a few take an active interest in managing their finances....
Superannuation
The Association of Superannuation Funds of Australia (ASFA) has warned that the amount needed to achieve a modest or comfortable retirement will rise in line with utility...
Awards
‘Old world’ lifetime annuities that offered little access to capital have been flipped on their head by Challenger, which saw its Challenger Guaranteed Annuity named the ...
Features
Catherine Chivers discusses top five advice topics that are likely to be running themes in adviser-client conversations as the financial year draws to a close....
Features
Home is where the heart is for many older Australians. Stephen Hardy weighs up their desire to keep the family home with the challenge of funding decades in retirement....
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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...