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 ...

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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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 ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

4 weeks 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 3 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 6 days ago