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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. ...
From my perspective, 40- 50% of people are likely going to be deeply unhappy about how long they actually live. ...
Super director remuneration ...
No doubt true, but most of it is still because over 45’s have been upgrading their houses with 30 year mortgages. Money ...