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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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 9 hours ago