TTR

Features

Most financial advisers believe financial advice should be tax deductible for clients, but a significant cohort believe it should not be tax deductible for advice around ...

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Superannuation

Optimum Pensions has been founded by actuary David Orford to provide retirement solutions aimed at addressing longevity risk....

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Financial planning

Transition-to-retirement strategies can still give a reasonable benefit to those over 60, according to CFS....

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Superannuation

As the debate heats up around young people being allowed to access their super to fund home purchases, the timetable around CIPRs has slipped out....

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Financial planning

Australian retirees are more conservative than their US peers throughout their retirements preferring minimum pension draw-downs....

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Financial planning

Pension-phase investors need specialist, high-yield strategies to supplement traditional sources of income, according to Plato....

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Superannuation

Retirees around 65 needed to spend 0.8 per cent more in the September quarter despite low annual growth in CPI, according to ASFA....

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Superannuation

SME owners are relying on the sale of their business to fund their retirement, according to a report....

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Superannuation

Australians would need to ask themselves if $1.6 million would provide an adequate retirement income to sustain a comfortable lifestyle, according to Milliman....

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Superannuation

Couples would bear the brunt of changes to the Age Pension assets test taking effect next year, with a significant drop in the proportion of couples who would have a comf...

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Features

The financial planning industry has probably accepted by now that change is a constant, stemming from legislation, regulation, or the Budget. Malavika Santhebennur wades ...

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Superannuation

An estimated 3.2 million individuals will be better off thanks the LISTO measure announced in the Budget, according to ASFA....

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Policy & Regulation

The Federal opposition is consulting with stakeholders and experts to ensure Budget proposal changes do not negatively impact people on lower incomes. ...

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Editorial

The Federal Government has lost sight of the long-run Budget benefit of encouraging retirement incomes self-sufficiency by lowering the concessional super contribution ca...

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Financial planning

Early analysis suggests the Budget changes to the TTR will simply see clients exiting the regime....

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