RETIREMENT

Financial planning

Suncorp's Sarina Raffo says working mums represent a potentially large client segment for planners and outlines the areas where they need financial advice....

Superannuation

New data released by AMP Limited has confirmed the adverse impact of the Federal Government having lowered superannuation concessional contribution caps....

Funds management

Australian financial advisers plan to increase client allocations to global, favouring managed funds over direct equities, according to a Zurich survey....

Editorial

With Baby Boomers starting to enter retirement, there is a growing realisation that retirement incomes products are insufficient and in need of an overhaul....

Editorial

According to DEXX&R research, allocated pensions are still the most popular retirement incomes option....

Financial planning

Financial advisers are increasingly moving away from "one-dimensional" risk profiling to an objective-based plan, according to Challenger....

Editorial

The Federal Treasurer Wayne Swan and the Treasury must shelve any plans they may have to alter the superannuation tax regime to achieve a Budget surplus, warns Mike Taylo...

Financial planning

Suncorp Life has moved to provide customers with a new tool via the launch this week of an online simulator that delivers a retirement snapshot in under 60 seconds....

Financial planning

MLC has launched a new insurance product aimed at helping Australians protect their retirement savings from ongoing volatility in equity markets....

Superannuation

Self-Managed Super Fund Professionals' Association warns Government against further superannuation tinkering to bolster its promised Budget surplus....

Financial planning

Sonnie Bailey explores some of the sources of regulation which extend beyond what financial planners may think of as ‘regulation’, in the narrow sense of the term....

Superannuation

ASFA has called for the implementation of the SRM despite concerns about the measure from some industry players....

Editorial

WHK Group has posted a net profit after tax of $10.2 million for the 2011-12 financial year - down from $17.8 in the previous financial year....

Superannuation

Morningstar has launched fund analyst research on Australian industry superannuation funds, which it said would provide an independent insight into this sector....

Superannuation

Post-retirement requires that Australian superannuation funds look to objective-based strategies that can protect members from future market volatility, according to Stan...

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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...

1 week 6 days 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 2 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 ago