The latest issue of Financial Standard now available as an e-newspaper

READ NOW

Search Results

Showing 21 - 30 of 74 results for "Retirement advice"

Industry needs better retirement advice blueprint: Expert

KARREN VERGARA | THURSDAY, 30 NOV 2023

Longevity risk, a greying population, and the proliferation of retirement income products are forcing financial advisers to be better equipped in navigating a landscape that is becoming increasingly more complex, an industry expert says. Optimum Pensions ...

Treasury unveils advice reforms draft legislation

KARREN VERGARA | TUESDAY, 14 NOV 2023

... Duty and SoAs, Briggs believes Treasury is in favour of consulting on these under phase two, which focuses on retirement advice. "It is a missed opportunity to have deferred implementing key recommendations on abolishing the Safe Harbour Steps and simplifying ...

Super framework ideal for advice: Jones

KARREN VERGARA | MONDAY, 17 JUL 2023

... that his proposed changes, based on the Quality of Review recommendations, will strictly apply to those wanting retirement advice. "If all I wanted to do was fiddle around with or clarify the definition of intra-fund advice, we would have done that... ...

Treasury to scrap advice admin burdens, boosts intra-fund advice

KARREN VERGARA | TUESDAY, 13 JUN 2023

... managed investment schemes. A boon for super funds Superannuation funds will be given more leeway to provide retirement advice and information to their members, as accepted in principle as part of Recommendation 6. Levy said trustees should be able to ...

Advisers pivot to protect retirees from inflation

CASSANDRA BALDINI | WEDNESDAY, 7 JUN 2023

... the macro environment and then adjust their discretionary spending - their want spending, accordingly." The Retirement Advice Centre business owner David Reed said this is the approach the group has taken with its retiree clients "who are pretty disciplined." ...

Drawdown reforms boosts post-retirement phase

KARREN VERGARA | TUESDAY, 11 APR 2023

... the Quality of Advice Review, are implemented, by 2040 an additional two million retirees will have received retirement advice and will collectively drawdown an additional $20+ billion from super per year leading to a 'more effective' retirement ...

Digital advice association in the works

CASSANDRA BALDINI | TUESDAY, 11 APR 2023

... SIS Act, in particular, is a recommendation that makes it clear that super funds can spend money on providing retirement advice to their members and that's something we absolutely welcome." The new association is still "in train" with more details to ...

Put controls in place for super funds: Associations

CASSANDRA BALDINI | THURSDAY, 9 FEB 2023

... marketplace that financial advisers play in," he said. "But as soon as you start to say, 'Well, you can provide retirement advice through intra-fund advice and it's going to be paid by the fund through the intra-fund advice mechanism', then ...

Treasury releases Quality of Advice Review final report

CASSANDRA BALDINI, JAMIE WILLIAMSON | WEDNESDAY, 8 FEB 2023

... to their members about their interest in the fund, the final report reads. This would include transition-to-retirement advice. Trustees would be free to decide how to charge their members for that advice, and restrictions on collective charging of fees ...

BWC Partners joins Count Financial

JAMIE WILLIAMSON | THURSDAY, 28 APR 2022

... Partners to its network, bringing its total new adviser count so far in 2022 to 41. BWC Partners is a boutique retirement advice firm with three offices in Victoria. The firm was founded in 2017 by Stephen Crowe and was previously licensed by Lonsdale ...

PAGE:

Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

Videos

Brought to you by

Maintaining a fundamental focus in a world obsessed with the short term

A guaranteed future

Strength amid noise

Follow the leaders

Global economic outlook and the case for local currency emerging market debt: Resilience, risk, and opportunity

The market has changed. The opportunity hasn't.

SMILE through retirement - tackling the top 5 (Sequencing, Market, Inflation, Longevity, Emotion) retirements risks

MORE VIDEOS

Products

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.

MORE INFO

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.

MORE INFO

Product Showcases

Putting the spotlight on investment products that matter.

MORE INFO

Expert Feed

Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

READ MORE

Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

READ MORE