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

The impact of aged care reform on planners and their clients

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

Why global equity income works

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

Superannuation

Superannuation and the growing gap between insurance policy and practice

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

Retirement expectations unrealistic, planner says

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

Superannuation

Key superannuation research initiated

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

Superannuation

ASFA calls for accurate debate on super tax concessions

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

Superannuation

SPAA points to ATO's statistical validation

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

Australians may have to work into their 80s

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

Retirement finally back on the agenda

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

Financial planning

Many Australians planning to work past 65

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

SMSF sector continues asset growth

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

Planners should encourage healthy lifestyle

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...