RETIREMENT

Financial planning

Recent policy changes have made preparation – and the role of planners – more critical than ever in the post-retirement space. However, even for planners, it’s not an eas...

Superannuation

Australians need to put a minimum of an extra 5.5 per cent of their salaries into superannuation each year on top of the super guarantee, experts from Deloitte Actuaries ...

Superannuation

Government proposals to lift the pension eligibility age to 70 should serve as a wake-up call to retirees that pensions are only one part of a three pillar retirement inc...

Superannuation

Current tax rules around retirement products are increasingly impinging on the flexibility of retirees, the Association of Superannuation Funds of Australia says....

Financial planning

Retirement savings calculations may be using incorrect values for the level of savings required creating a false gap between reality and expectations. ...

Superannuation

If increasing Australia’s superannuation savings pool is the aim of the game, introducing competition to the default funds space is a logical solution, writes Patricia Mo...

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Superannuation

Nearly two thirds (64 per cent) of baby boomers think they will need the age pension in addition to their super savings, according to REST Super....

Financial planning

An ageing population has meant retirees and pre-retirees now make up 66 per cent of financial planning clients and 82 per cent of planner funds under advice...

Superannuation

Provisions to increase the age at which Australians can access their superannuation are being supported by the Financial Service Council, but only if early access arrange...

Superannuation

FSC argues that Government should lift the super preservation age in line with lifting the pension age....

Superannuation

In the rush to put money in superannuation, other investment vehicles with concessionary tax benefits have been overlooked. Income bonds have become one of the forgotten ...

Superannuation

Saving for retirement has become all the more pertinent as expenditure for couples looking for a ‘comfortable’ retirement rose by 0.3 per cent to $57,817 a year in the Ma...

Superannuation

A roundtable has agreed that Australia needs a Government-sanctioned retirement incomes adequacy index and a shift from lump sums to income streams....

Superannuation

Former Prime Minister, Paul Keating, has restated his belief that Australians should be made to save for their retirement needs beyond age 80....

Superannuation

Leading superannuation barrister Noel Davis says it’s time for the Government to consider legislating to require super benefits to be paid as pensions rather than lump su...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

6 months ago

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

6 months 1 week ago

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

8 months 1 week ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

4 weeks 1 day ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

3 weeks ago

Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...

2 weeks 6 days ago