RETIREMENT
Funds management
Challenger’s ‘Real Stories’ campaign capturing the true experiences of Australian investors during the global financial crisis has been named best advertising campaign in...
Superannuation
Figures from ASFA's Retirement Standard have shown costs for a comfortable retirement and modest retirement vary greatly and are largely affected by costs for leisure goo...
Superannuation
With the Government virtually certain to change superannuation tax arrangements in the Budget, the industry and the Opposition are continuing their warnings....
Superannuation
Accountants warn of Federal Budget superannuation move impacting on retirement incomes' self-sufficiency....
Financial planning
ASFA and the Institute of Actuaries join forces to point out a key flaw in ASIC's class order relief on superannuation forecasts....
Superannuation
Equities Trustees head of wealth management Philip Galagher says capital and income requirements for aged care need to be included in retirement planning....
Financial planning
Although only a third of financial planners used annuities over the past year, demand for this product continues to grow, according to a survey released by Investment Tre...
Superannuation
Sunsuper's 'Great Australian Financial Dream' report found that while financial independence has surpassed home ownership as Australian's top financial dream, baby boome...
Superannuation
New research confirms that financial advisers can make a difference in achieving comfortable retirement....
Superannuation
Financial planners have estimated a third of their clients were not on track to achieving a comfortable retirement, according to a survey released by Investment Trends....
Financial planning
The Self-Managed Super Fund Professionals' Association of Australia has called for higher levels of competency in the provision of financial advice following recent damni...
Financial planning
The ownership of financial planners by product manufacturers creates one of the main barriers to improving the quality of advice in Australia, according to ASIC....
Editorial
Australia’s love affair with property is well documented, but many baby boomers are selling up to fund their retirement. According to MLC's Andrew Barnett, this shows the...
Superannuation
New research by industry super fund REST reveals the degree to which Gen Y's require guidance on superannuation objectives....
Financial planning
Mental accounting can help financial planners harmonise their client’s money by acting as their financial conductors, writes Barry Wyatt....
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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...