financial advice

Financial advice

Self-managed superannuation funds should be excluded from the product design and distribution rules, according to the SMSF Association....

Financial advice

IRESS is attempting to fill the gap between robo-advice and traditional advice, offering a product intended to offer online advice on retirement planning easily and cheap...

Post retirement

A senior South Australian financial planner has warned a Parliamentary Committee that middle-class retirees will be most affected by the Federal Opposition’s franking cre...

Financial advice

The Royal Commission saw employment prospects in banking and insurance plummet more than any other sector for the September quarter, according to the Sunsuper Australian ...

Financial advice

Industry Super Australia has accused the Government of caving into the retail banks and the wealth management sector in allowing ‘carve-outs’ from the design and distribu...

Financial advice

A retiree renting should be prepared to find an extra $500,000 in superannuation savings to fund the same lifestyle as a homeowner, according to Milliman. ...

Financial advice

Industry Super Australia has accused elements of the retail advice sector of lobbying to water down the rules around personal advice and product distribution....

Financial advice

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 ...

Financial advice

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

Insurance

Individuals spent an astonishing $29.5 billion on health-related expenses in 2015-16, according to Zurich, and helping clients better understand the risk of illness could...

Financial advice

Only one-third of Australians believe they will reach their retirement goals without the aid of a planner, according to Investment Trends’ Retirement Planner report. ...

SMSF

The SMSF Association has backed the House of Representatives Standing Committee on Economics’ decision to inquire into the franking credit proposal. ...

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Grant Banner

From my perspective, 40- 50% of people are likely going to be deeply unhappy about how long they actually live. ...

1 year 10 months ago
Kevin Gorman

Super director remuneration ...

1 year 10 months ago
Anthony Asher

No doubt true, but most of it is still because over 45’s have been upgrading their houses with 30 year mortgages. Money ...

1 year 10 months ago

Australia’s largest super funds have deepened private markets exposure, scaled internal investment capability, and balanced liquidity as competition and consolidation int...

1 day 2 hours ago

The $205 billion super fund has appointed Simon Warner as chief investment officer (CIO) following a global search to replace outgoing Damian Graham....

1 day 2 hours ago

A new report warns that complexity in Australia’s super system could strip retirees of up to $136,000 in lifetime income....

2 days 2 hours ago