RETIREMENT
Superannuation
A negative return close to retirement can be more detrimental to a client’s savings than one at the beginning of their career. Vivek Prabhu from Perpetual explains how to...
Editorial
The ‘variable annunity’ in vogue overeas is neither entirely variable nor an annuity – so what is it, and what could it do for Australian retirees? Andrew Barnett explain...
Financial planning
Australians in retirement have a more positive perception of their financial wellbeing, according to a report from the Department of Families, Housing, Community Services...
Superannuation
With constant regulatory change impacting on the superannuation sector, financial planners are finding it difficult to focus on clients’ retirement needs, writes Bela Moo...
Superannuation
Banks are receiving numerous calls from customers anxious about the Government’s proposed changes to superannuation....
Superannuation
More than half of SMSF trustees fail to change to a more defensive asset allocation as they move into retirement. ...
Financial planning
Ibbotson Associates’ Matthew Esler highlights that effective client engagement not only empowers financial planners with the key to unlocking scaled advice but also ensur...
Editorial
Mike Taylor writes that with the Government again having signalled the likelihood of change to Australia’s superannuation regime, its persistent fiddling continues to und...
Superannuation
Retirees will need to save more to fund their retirement, according to figures released by the Association of Superannuation Funds of Australia (ASFA)....
Superannuation
Petr Kocourek from CFS Global Asset Management explains how target benefit plans tackle the issues faced by defined benefit schemes and defined contribution systems in pr...
Financial planning
Many baby boomers would prefer to handle their own affairs, according to a new superannuation survey....
Superannuation
Is 2013 the year of election "super" promises - or has the landscape changed forever? Aaron Dunn writes....
Superannuation
Auditors of SMSFs have been given regulatory guidance on how to register with ASIC ahead of the 31 January start date of a Stronger Super registration scheme....
Superannuation
Mercer has criticised the current default superannuation products on offer to Australians and has urged trustees to take a 'lifecycle' approach to default investment stra...
Financial planning
Women are more in control of their financial futures than men, according to the findings of RaboDirect's Savings and Debt Barometer....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
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...