RETIREMENT

Financial planning

Going into aged care is not a choice for many Australians but something that is forced onto them, according to HLB Mann Judd....

Financial planning

Advised investors are more confident, and hold more robust portfolios than the do-it-yourself, non-advised cohort, according to new research by Legg Mason....

Financial planning

The Federal Government will today release its inaugural Women’s Economic Security Statement, forming part of a critical effort to close the financial gap at retirement be...

Superannuation

The Grattan Institute’s recommendation that more rental housing assistance be provided is not enough to combat the housing strain faced by retirees, the Australian Instit...

Superannuation

The Association of Superannuation Funds of Australia has joined the dissent against the Grattan Institute’s retirement report, labelling it “an unprecedented attack on th...

Superannuation

Industry Super Australia has strongly disagreed with Grattan Institute analysis that the superannuation guarantee does not need to rise to 12 per cent....

Superannuation

The way in which Australians spend their super is set to change in the next few years, according to the ARC Centre of Excellence in Population Ageing Research (CEPAR)....

Policy & Regulation

Nearly half of the respondents in a survey of over 1,400 investors by Plato Investment Management expect Labor’s proposed franking dividend reform to make them more relia...

People & Products

Brian Benari will retire as chief executive of Challenger and be replaced by Richard Howes....

Financial planning

Younger Australians are showing surprising levels of concern about retirement, with Roy Morgan finding that Generation Z is the most likely to ask friends and family for ...

Superannuation

New research from State Street confirms that good advice and policy certainty are keys to retirement happiness....

Financial planning

Australians saving for retirement are taking on significantly more risk in their investment portfolio than their global counterparts, according to Daintree Capital....

Financial planning

Retirement costs increased in this year’s June quarter, with the costs of health services, transport and clothing the main drivers, the Association of Superannuation Fund...

Financial planning

While the financial services industry is a little behind the curve in terms of developments in the post-retirement solution space, keeping things simple and user-friendly...

Financial planning

New analysis by Milliman suggests that retirees’ age is just as strong an indicator of behaviour as income levels and casts doubt on common benchmarks....

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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 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 4 hours ago