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Showing 21 - 30 of 310 results for "Retirement planning"

Advisers prioritise robust planning, education in retirement planning

KARREN VERGARA  |  FRIDAY, 20 FEB 2026
To ensure clients end up with a comfortable retirement, financial advisers prioritise providing a solid plan and boosting their superannuation literacy, a survey shows. Polling the audience at the 2026 SMSF Association National Conference in Adelaide ...

Looming Div 296 tax prompts urgent tax, retirement planning

KARREN VERGARA  |  THURSDAY, 19 FEB 2026
With the Division 296 superannuation tax soon becoming a reality, members with large sums of wealth must consider their tax planning and retirement strategies and act with urgency, according to an SMSF expert. At the SMSFA National Conference this morning ...

CFS to integrate estate planning services for members

ELIZA BAVIN  |  MONDAY, 16 FEB 2026
... important details up to date. "Our goal is to help members feel confident and supported across every stage of retirement planning," CFS executive director of retirement Marissa Powe said. "Estate planning is often put off because it feels complicated ...

Post-holiday blues drives retirement tool engagement

ANGELIQUE MINAS  |  THURSDAY, 29 JAN 2026
... school holidays. The research showed that in the first fortnight of the school year, activity on the digital retirement planning tool was over 40% higher than both fortnights on either side, and around 38% above the annual average. The final two weeks ...

Coastline Advice, Edge Advisory Partners to merge

ANGELIQUE MINAS  |  FRIDAY, 19 DEC 2025
... Jacobs. Led by Jacobs as chief executive, the new entity will provide financial advice spanning superannuation, retirement planning, personal insurance and mortgage broking, and will specialise in corporate super. AZ NGA executive general manager Chesne ...

Super funds most relied upon for advice: Survey

MATTHEW WAI  |  WEDNESDAY, 3 DEC 2025
... year. The trend is exacerbated by a volatile macro backdrop, as Australians are seeking several resources for retirement planning, including advice from super funds, which continue to be the "most relied-upon" channel, used by 54%. Additionally, many ...

Advisers acquired 300k new clients in 2025: Report

KARREN VERGARA  |  MONDAY, 1 DEC 2025
... financial wellbeing. They also have more unmet advice needs, particularly in areas such as growing superannuation, retirement planning, and managing debt," Cappe said. Of the 7549 survey participants, Investment Trends calculated that practices have ...

ASIC suspends Newcastle advice firm's AFSL over missing key person

MATTHEW WAI  |  FRIDAY, 28 NOV 2025
... person. FFA was established in 2003 and provides financial services around superannuation, life insurance, retirement planning, estate planning and wealth creation. The ownership of FFA's AFSL changed in 2023 following the sale of the shares in the business ...

Financially savvy Australians can add $1.2tn to wealth: Research

RIDDHIMA TALWANI  |  FRIDAY, 28 NOV 2025
... to undertake essential financial activities. Furthermore, 57% of Australians over 55 have never undertaken retirement planning, and almost half of Australians do not actively self-educate themselves about financial management. "Over a lifetime, early ...

AMP launches new digital financial advice tools

ANGELIQUE MINAS  |  FRIDAY, 21 NOV 2025
... said. Findings indicated a 33-fold increase on the total number of AMP members receiving guidance on their retirement planning, since last year. AMP group executive of superannuation and investments Melinda Howes said: "We've seen an incredible uplift ...