RETIREMENT

Financial planning

Australian retirees are more conservative than their US peers throughout their retirements preferring minimum pension draw-downs....

image
Superannuation

Retirement guarantees do not always provide a benefit and could return less over the retiree’s lifetime than a product with no guarantees, according to Milliman’s study....

image
Financial planning

New research confirms that Australians want good advice as they become increasingly uncertain about their retirement....

image
People & Products

Westpac’s long-serving deputy chief executive, Phil Coffey has announced his retirement, with his last day being on 31 May....

image
Financial planning

Pension-phase investors need specialist, high-yield strategies to supplement traditional sources of income, according to Plato....

image
Superannuation

Retirees near thresholds with simple investments could be living off less than the full Age Pension as a result of pension cuts, according to ISA....

image
Financial planning

Australians in growing numbers will explore the option of retiring in South East Asia thanks to the impact of the Age Pension assets test, according to a financial servic...

image
Superannuation

Retirees around 65 needed to spend 0.8 per cent more in the September quarter despite low annual growth in CPI, according to ASFA....

image
Financial planning

Pensioners considering selling the family home in light of the changes to the Age Pension assets test should take into account emotional and practical consequences before...

image
Financial planning

There has been a growth in the availability of differentiated global long/short strategies and will help investors transitioning to retirement, Zenith believes....

image
Superannuation

SME owners are relying on the sale of their business to fund their retirement, according to a report....

image
Superannuation

Concerns around maintaining the same lifestyle in retirment were expected to become the most significant issue for superannuation funds, according to Milliman’s study....

image
Superannuation

Superannuation funds have been warned to fix the problems which have seen super balances eroded by insurance premiums....

image
Superannuation

The Productivity Commission should focus on the difference that separated Australia from the best retirement systems — allowing banks to take profits, according to Indust...

image
Superannuation

Federal Treasurer, Scott Morrison, has released the third tranche of the super reforms, saying it would be introduced into Parliament before the end of the year....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 4 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 days 17 hours ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

4 days 20 hours ago