RETIREMENT

Superannuation

Almost 50 per cent of Australians are not on track for a comfortable retirement and will need the aged pension to supplement their savings, research has found....

Financial planning

As the June 30 deadline for the aged care reform package quickly approaches, Anna Lawton looks at how the changes will affect planners and their clients. ...

Editorial

For investors looking for a consistent income stream that grows over time, global equity income has the fundamentals covered, writes Stephen Thornber. ...

Superannuation

As superannuation governance increases in complexity, finding common ground between insurance policy and practice is becoming a near-impossible dream, writes Dimitri Diam...

Financial planning

Planners need to make sure clients have realistic expectations of retirement, not just financially but also in terms of their personal goals....

Superannuation

CSIRO and Monash combine to examine superannuation and post-retirement spending. ...

Superannuation

ASFA calls for debate on superannuation tax concessions to be based on accurate data. ...

Superannuation

SPAA points to ATO data on benefits payments as evidence SMSFs are taking a responsible approach to how they use their superannuation savings to live in retirement....

Financial planning

There is a widening gap between the ideal retirement age and the real retirement age for many Australians, as they find they do not have enough money for retirement....

Financial planning

Over 55s have finally recovered from the post-Global Financial Crisis (GFC) malaise that prevented them from retiring, an SMSF adviser says. ...

Financial planning

A new ABS survey reveals that while recent retirees are still exiting the workforce at around 60, future retirees are expecting to retire after 65....

Superannuation

The SMSF sector showed solid asset growth in the three months to 30 September 2013, according to the SMSF Professionals' Association of Australia. ...

Financial planning

In order to ensure their clients are able to fund their own retirement, planners have the responsibility to actively encourage a healthy lifestyle, according to a financi...

Funds management

The lack of retirement preparedness by small business owners continues to be a major concern, according to a strategic business adviser....

Superannuation

MySuper model should have covered post-retirement goals instead of lump sum accumulation only....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 1 week ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

6 days 19 hours ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

2 weeks 1 day ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

2 weeks 6 days ago
moneymanagement logo