Super beneficiary nominations is an important area of financial advice, considering a member's death benefit will often be considerably boosted by insurance proceeds and be their largest financial asset Read more

Since the greatest difference in asset allocation between big super funds and SMSF is in global equities, it is worth looking at the return and risk issues in this decision making process. Read more

A thorough reading of the Rice Warner report on self-managed super funds (SMSF) reveals that the findings are in fact broadly positive for the SMSF sector. Read more

With the rush to purchase property via their SMSF, turstees are overlooking what will happen should they become disabled or die. Read more

Entrant in last year's Smiley's talks to Financial Standard about how entering gave his social media clout a shot of credibility. Read more

As an adviser, there are some simple approaches that you can work with your clients to implement that will improve their retirement outcomes. A basic goal in retirement is for clients' minimum spending needs to be met by the income produced by their ... Read more

Self-managed super funds (SMSF) have a life cycle with a "use by date" after which clients can go back to their superannuation fund and potentially be better serviced. Read more

This white paper draws on the views of some of the superannuation sector's leaders to build a picture of the state of the industry and its growth path Read more

This paper analyses the problem of providing a reliable lifetime income and demonstrates the importance of risk management to achieve investor outcomes Read more

This research suggests that funds that target a retirement income replacement goal and are outcome-oriented are likely to be the next generation of funds. And more specifically, lifecycle strategies, which not ony focus on the outcome but also take ... Read more