RETIREMENT
Funds management
Too many small business owners are reliant on the sale of their business to fund their retirement....
Editorial
Just because both the Government and the Federal Opposition have, in their own ways, undertaken not to significantly alter the superannuation settings in a post-election ...
Funds management
Account-based pensions overlooked as investment vehicle....
Superannuation
ASFA’s latest data shows increasing costs in some areas have been offset by cheaper costs in other areas, leading to a modest increase in the cost of funding retirement. ...
Superannuation
Pengana CEO Russell Pillemer has reinforced the need to examine inherent risk in investment portfolios as Australia's baby boomers approach retirement....
Financial planning
BT Financial Group announced this week that it had received APRA approval for its MySuper licences and would launch actively-managed "lifestage" funds as its MySuper solu...
Editorial
Although lifecycle investing may hold the solution to one set of problems, it also has the potential to lift the lid on another Pandora’s box, writes Renato Mota....
Superannuation
Sequencing risk can have a catastrophic impact on a SMSF, according to Michael E. Drew, professor of finance at Griffith University and partner at Drew, Walk & Co. ...
Superannuation
Australia should emulate France in introducing a "floating retirement age", according to the Combined Superannuants and Pensioners Association. ...
Superannuation
The traditional superannuation balanced fund, with its 70/30 allocation to growth and defensive assets, is limiting investors and failing to deliver appropriate investmen...
Superannuation
Investment in retirement is different and needs to be treated as such, according to former Cooper Review chairman Jeremy Cooper. ...
Superannuation
The Federal Opposition has called on the Government to give undertakings not use superannuation as a milch cow to feed the Budget deficit....
Editorial
The financial services industry’s approach to post-retirement has long been regarded as stale. Critics’ voices have become ever louder and, as Janine Mace reports, the in...
Editorial
Asset allocation is typically sold as a simple stocks-versus-bonds split, but there is much more to it than that if you want an effective result. Bhanu Singh points to a ...
Superannuation
Research has found that higher income earners may have a harder time maintaining their lifestyle in retirement....
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...