RETIREMENT

Funds management

Milliman has launched a new retirement offering that recognises the interaction between returns and longevity, and leverages institutional risk management....

Superannuation

SMSF retirees can be comforted by the fact that income layering can give a 99 per cent probability of securing their essential spending needs, according to Accurium....

Superannuation

Accurium and the University of Adelaide have partnered to launch a one-day SMSF retirement course for SMSF practitioners....

Superannuation

Almost half of Australians live pay-cheque to pay-cheque, while majority have a skewed view of their socioeconomic standing, MLC research reveals. ...

Superannuation

The Government has been urged to consider changes to the Transition to Retirement pension regime because current arrangements unduly favour high income earners....

Superannuation

Rather than isolating specific tax levers when considering super tax changes, the Government needs to do it in a holistic manner, ASFA believes....

Financial planning

To help bridge the gender gap in super the Queensland Government has asked to integrate social security and super legislation to enable a focus on a person’s entire situa...

People & Products

Mercer has leveraged the CFS wrap technology to offer the LifetimePlus retirement option to meet growing demands from dealer groups....

Superannuation

A panel of financial advisers pushed for more education and big hit policy responses that could have immediate effects for women who were behind on superannuation....

Financial planning

Seniors downsizing will not improve their quality of life and sale proceeds of their home will not manifest into something contributory, Money Quest believes....

Financial planning

The AFA has called on the Government to fund or subsidise a financial literacy program to help close the gender gap in retirement....

Financial planning

The AFA and ISA have polar opposite opinions on lifetime contribution caps when it comes to helping women’s retirement income....

Superannuation

Federal Treasurer, Scott Morrison, says industry funds cannot rely on past investment performance to absolve them from necessary governance changes....

Financial planning

NAB has urged the simplification of advice tax deductibility rules as part of a raft of recommendations dealing with economic security for women....

Financial planning

One-in-four Australian women still feel ‘scared’ or ‘sad’ when asked how the word ‘retirement’ made them feel....

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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 21 hours ago