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Financial Planning
KANIKA SOOD  |  THURSDAY, 26 NOV 2020   12:46PM
An adviser from Western Australia has won the FPA Certified Financial Planner Professional of the Year award, as the association announces its 2020 award winners.
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FASEA reveals October exam results
KARREN VERGARA  |  THURSDAY, 26 NOV 2020
The majority of financial advisers who sat the most recent exam passed, according to the Financial Adviser Standards and Ethics Authority.
Advice for all could add $630bn to economy
JAMIE WILLIAMSON  |  WEDNESDAY, 25 NOV 2020
If all Australians were to receive financial advice and properly implement that advice, the economy would grow by $630 billion a year while Age Pension spending would go down by more than 20%, new research shows.
End of the road for advice qualifications
JAMIE WILLIAMSON  |  TUESDAY, 24 NOV 2020
Described as the 'end of an era', the Diploma of Financial Planning and Advanced Diploma of Financial Planning have been removed from the national regulator's register of vocational education and training.
Franking credits more important than ever
ELIZA BAVIN  |  TUESDAY, 24 NOV 2020
Many retirees are missing out on additional income because their Australian equity portfolios do not take advantage of the taxation system, according to Plato Investment Management.
Imbalance in generational retirement income: RIR
ANNABELLE DICKSON  |  FRIDAY, 20 NOV 2020
The superannuation system encourages Australians to rely on their own savings to fund retirement but the burden on younger generations to fund the Age Pension should not become unsustainable, the Retirement Income Review has stated.
Give the people advisers: Retirement Income Review
ELIZABETH MCARTHUR  |  FRIDAY, 20 NOV 2020
The first comprehensive review of Australia's retirement system has acknowledged that affordable financial advice is what people need to navigate the retirement system.
Sequoia reveals strategic plans
ANNABELLE DICKSON  |  FRIDAY, 20 NOV 2020
ASX-listed Sequoia Financial Group has revealed its plans to increase its adviser numbers and licensees to adjust to the shifting landscape of the financial advice industry.
New approach needed for Age Pension: RIR
ANNABELLE DICKSON  |  FRIDAY, 20 NOV 2020
The Age Pension is a vital pillar of the retirement income system and provides most Australians with a minimum standard of living but a new approach is required to ensure retirees that rent reach this goal.
Fifth pillar in retirement system considered
ELIZA BAVIN  |  FRIDAY, 20 NOV 2020
The Retirement Income Review (RIR) has discussed the possibility of a fifth pillar in Australia's retirement income system based on a suggestion from the World Bank in 2008.
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