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...

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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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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....

3 days 19 hours ago