Retirees need new super investment approach
The needs of retiree clients may not be properly serviced by traditional portfolio investment approaches, an investment expert has warned.
Categories for Financial Planning News
Retirement the ‘number one trigger’ for financial advice
Approaching retirement still remains the top reason for seeking advice from a financial planner, with healthcare costs, outliving their savings and aged care costs some of the biggest concerns, according to a recent research paper.
Approaching the dawn
COVID-19 has completely, and mercilessly, dictated the direction of economies and financial markets through most of this year. So, as we rapidly approach the end of an extremely unpredictable and volatile year, what's in store for 2021?
Vaccination rates as they happen around the world
A new resource is now available that shows the rates per country of COVID-19 vaccinations. We all suffered in many ways as COVID number increased, now, as expected, let's watch them start to drop.
Super, death, and taxes
An interesting finding in the federal government's Retirement Income Review report is that many Australians are dying with the majority of the wealth they had when they retired.
Behind the dash in new market listings
There's been an unexpected surge in new listings on the Australian share market over recent months. So, what is driving this IPO boom?
Investing basics for first timers
The students of 2020 are graduating to the adult world in one of the most uncertain times in recent history amid recession, pandemic and global political tensions. In times like these, knowing the basics of how to get started down the road to prosperity is more important than ever.
Small SMSFs develop rapidly
The latest industry research has shown SMSFs with low balances grow to levels allowing them to become cost-efficient very quickly.
Government targets fund expenditure, best interests in new super reforms
Recently released draft exposure legislation will require trustees of super funds, including SMSFs, to exercise their powers in the best financial interests of beneficiaries and require APRA-regulated funds to support their expenditures with evidence.
Retirement costs rising despite COVID impacts
The cost of a comfortable retirement in Australia has gone up over the September quarter despite COVID-induced lifestyle changes, new research has revealed.
