 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
NCAs unlikely to solve retirement advice gap: HUB24, CFS
|HUB24 and Colonial First State (CFS) say the New Class of Advisers (NCA) will unlikely solve the retirement advice gap Australians face, noting the focus needs to be on helping reduce friction for those with complex advice needs.
Advised cover faces claims data test
Group superannuation insurance appears to outperform individual advised cover on some claim's measures, raising questions about the value of advice when it comes to protecting clients against disability.
ASIC stalls Sequoia bid to ditch cross guarantee deed
ASIC is again putting up roadblocks to Sequoia Financial Group's attempt to revoke the deed of cross guarantee with InterPrac Financial Planning, asking more questions and requesting more information before the group rids itself of all liabilities arising from the Shield and First Guardian disaster.
Praemium's new leadership toughens earnings yardstick
Praemium's new leadership will be keeping a close eye on costs, with new chief executive Denis Orrock noting he will make sure the technology upgrade underway translates into stronger earnings and better returns for shareholders.
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
How technology is turning tax complexity into client clarity
What used to be a relatively simple back-of-the-envelope calculation is now much more challenging, Morningstar says.
Why Australia's financial advisers will be more valuable in 10 years, not less
Despite a rise of innovative solutions across the wealth management sector, financial advisers will prove valuable for in-person advice.
What America's $1 trillion direct indexing boom tells us about the evolution of MAs
What Australia can learn from direct indexing, a tax-efficient form of managed accounts utilised in the US.
Stonepoint is another lesson in fund governance and investor protection
The demise of the Stonepoint Capital Fund may have gone under the radar for many, but proves an important point for independent governance when examined.
