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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 ...
Superannuation
Optimum Pensions has been founded by actuary David Orford to provide retirement solutions aimed at addressing longevity risk....
Financial planning
Transition-to-retirement strategies can still give a reasonable benefit to those over 60, according to CFS....
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....
Financial planning
Australian retirees are more conservative than their US peers throughout their retirements preferring minimum pension draw-downs....
Financial planning
Pension-phase investors need specialist, high-yield strategies to supplement traditional sources of income, according to Plato....
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....
Superannuation
SME owners are relying on the sale of their business to fund their retirement, according to a report....
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....
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...
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 ...
Superannuation
An estimated 3.2 million individuals will be better off thanks the LISTO measure announced in the Budget, according to ASFA....
Policy & Regulation
The Federal opposition is consulting with stakeholders and experts to ensure Budget proposal changes do not negatively impact people on lower incomes. ...
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...
Financial planning
Early analysis suggests the Budget changes to the TTR will simply see clients exiting the regime....
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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...
So we are now underwriting criminal scams?...