RETIREMENT

Financial planning

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

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....

Financial planning

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

People & Products

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

Financial planning

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

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....

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...

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....

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...

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....

Superannuation

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

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....

Superannuation

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

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...

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....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

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

5 months 1 week ago

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

7 months 1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

2 weeks ago

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

3 weeks 3 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

4 days 15 hours ago