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Showing 1 - 10 of 270 results for "Retirement planning"

New SMSF trustees drive financial advice uptake

ANDREW MCKEAN  |  WEDNESDAY, 28 MAY 2025
... more focused on tax minimisation (37%), insurance (26%), and purchasing an investment property (25%). Tax and retirement planning represented the largest cluster of unmet needs, impacting nearly 300,000 SMSFs. Barriers to advice remain complex, the report ...

Former financial adviser charged in alleged $160k super fraud case

ANDREW MCKEAN  |  FRIDAY, 9 MAY 2025
... founders are passionate about educating Australians on reducing debt, minimising tax, growing wealth, and retirement planning. Popal's biography, once featured on Wealth Street's website, has since been removed.

FAAA calls for stronger consumer protections in advice reforms

ANDREW MCKEAN  |  WEDNESDAY, 7 MAY 2025
... Financial Advice Association of Australia (FAAA) has opposed collective charging for "always complex and costly" retirement planning advice and emphasised the need for consumer protection in the provision of super nudges in its submission to Treasury ...

Count acquires Adelaide advice firm

MATTHEW WAI  |  MONDAY, 7 APR 2025
... capabilities into financial planning and accounting as the business grew. Their services also include superannuation, retirement planning, and wealth and risk management. Count currently holds a 45% stake in Count Adelaide, and following the completion ...

Otivo launches AI-powered advice tool

ELIZA BAVIN  |  TUESDAY, 1 APR 2025
... Otivo can provide advice on optimising superannuation investments, managing contributions, salary sacrifice, retirement planning, mortgage management, and debt advice.

AZ NGA practices merge on road to 'super firm'

MATTHEW WAI  |  WEDNESDAY, 26 MAR 2025
... to both mass affluent and high net worth clients in a range of areas including superannuation, investments, retirement planning, aged care and life insurance," Molesworth said. "Through this merger, our clients can access inhouse specialists who focus ...

Cost-of-living continues to rock retirement confidence

MATTHEW WAI  |  MONDAY, 24 FEB 2025
... "Speaking to your super fund or financial adviser is a great place to start," Powe said. "People can begin their retirement planning journey by considering what sort of lifestyle they want when they stop working... Once you have your goals in mind, you ...

Shift needed in retirement income advice: Allianz Retire+

MATTHEW WAI  |  FRIDAY, 14 FEB 2025
... the retirement phase. Allianz Retire+'s Towards A Retirement Income Philosophy report highlights that retirement planning continues to be the most sought-after advice service, with around 90% Australian advisers focused on servicing individuals between ...

AMP launching 'market first' digital advice solution for super members

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
... advisers at no extra cost to discuss their results and determine the next best step for their superannuation and retirement planning. For those with more complex advice needs, pathways to more comprehensive advice are also available, AMP said. AMP group ...

FSCP orders adviser to undertake further education

KARREN VERGARA  |  WEDNESDAY, 5 FEB 2025
... the FSCP said. Mr. D now has to undertake at least five hours of continuing professional education covering retirement planning in the next 12 months. The FSCP added that the adviser "did not demonstrate the FASEA Code of Ethics' Value of Diligence and ...
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