 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
Advised clients more satisfied despite heightened costs: Report
A new report highlighting the value of financial advisers indicates clients are even more satisfied despite a higher cost of seeking advice.
First Guardian victims advance in case against InterPrac
The Federal Court has forced InterPrac Financial Planning to pay two victims of the First Guardian Master Fund that collectively lost a total $465,000.
Frontier Advisers brings Segal Macro, LCP partnership to close
Frontier Advisers, Segal Marco Advisers and Lane Clark and Peacock (LCP) have decided to bring their Global Investment Research Alliance (GIRA) to a close, after 13 years of partnership.
Mulino brings New Class of Advisers to life, guarantees fairer CSLR funding
Assistant treasurer Daniel Mulino will forge ahead with the New Class of Advisers (NCAs) as part of highly anticipated Delivering Better Financial Outcomes (DBFO) reforms and laid out a blueprint of how the Compensation Scheme of Last Resort (CSLR) will be fairer for financial advisers.
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.
Expert Feed
The bond market's inflation blind spot
While markets have reacted to the latest escalation in the Middle East, longer-term inflation pricing continues to imply that these disruptions will be ...
Confidence to spend: why retirement planning is about more than investment performance
Many retirees face a critical challenge in retirement, and that is how to spend confidently not knowing how long their savings will last.
A never ending story of levies
The extensive processing period for Shield and First Guardian complaints means financial advisers will likely not be able to see an end to a series of ...
When 'diversification' stops being diversified
While many are worried about the dominance of US mega-cap companies, the same trend is also transpiring domestically, creating a concentration issue for ...
