| Showing 1 to 10 of 49 articles: MANDY MANNIX | THURSDAY, 2 JUL 2026 The follow-up piece from Challenger's research highlights the various factors, including purpose and social connection, that contribute to a satisfying retirement. Read more MANDY MANNIX | TUESDAY, 23 JUN 2026 Findings from Challenger indicates retirees are happy with their retirement, but confidence about money continues to wane. Read more SEAN HOWARD | THURSDAY, 9 APR 2026 Although the format of a former home assessment did not change following the November reform, it carries important components on the calculations of onging costs. Read more STUART SHEARY | FRIDAY, 27 SEP 2024 The most common condition of release to access a personal superannuation account is reaching preservation age and retiring. Read more STEPHEN BLAKE | FRIDAY, 5 APR 2024 The transfer balance cap imposes a limit on the amount of capital that can be held in retirement phase in order to support a retirement phase superannuation income stream - also commonly referred to as a superannuation pension. Read more SIMON BRINSMEAD , MEHER EDIBAM | FRIDAY, 14 JUL 2023 The UK defined contribution (DC) pension system is a relatively immature system compared with three decades of defined contribution history here in Australia. Despite this, the UK is already making significant progress in moving forward with ideas to ... Read more ASSYAT DAVID | FRIDAY, 25 NOV 2022 Aged care is becoming an important advice area, not only for older members but also for younger members who either need to make arrangements for parents or are planning for their own future aged care needs. Here are five reasons why industry superannuation ... Read more SEAN HOWARD | SUNDAY, 7 AUG 2022 The Home Equity Access Scheme (HEAS) provides support in the form of a reverse mortgage type loan paid fortnightly to people who qualify for the Age Pension and own property in Australia. Read more RAHUL SINGH | THURSDAY, 14 OCT 2021 When looking at aged care advice from an adviser's perspective, we find that there are some common themes of interest. This paper offers insights from three experienced aged care advice professionals from different areas in the country who provide their ... Read more RAHUL SINGH | FRIDAY, 10 SEP 2021 There are a number of accommodation options for older people who require assistance and may not want to live by themselves. Read more |
Latest News
Insignia chief draws 'hard line' on NCAs giving retirement advice
Insignia Financial chief executive Scott Hartley said he draws a hard line when it come to the new class of advisers (NCAs) giving retirement advice.
Entireti launches consulting program for AFSLs
Entireti has launched a new program to support self-licensed firms to design and execute strategic initiatives, while improving performance and competitiveness.
Private credit bodies issue investor protection guidelines
Australia's private credit industry has introduced new voluntary guidance aimed at strengthening lending practices, improving transparency and addressing regulatory concerns around investor protections.
Many advised Aussies feel financially worse off: Report
A new report reflects that despite being advised, almost four in 10 Australians (37%) found themselves in a worse financial position than a year before.
Further Reading
Cover Story

Advice with soul
SACHA BURCHGART
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
Though she initially tried, Sacha Burchgart couldn't escape the call of a career in financial advice; it just took staring down her own mortality to see what's possible when you do things differently. Jamie Williamson writes.














