The perks of staying invested
In times of severe market disruption 'doing nothing' often feels unacceptable. Surely such market movements means you have to respond.
Categories for Financial Planning News
Retirees proceeding with downsizing plans as confidence rises
Downsizer contributions were the top query received by the BT technical services team in the December quarter, with many retirees looking to downsize for lifestyle and health reasons.
Early access boosted interest in advice
Public interest in financial advice rose significantly in 2020, with consumers focusing their online searches on super topics as the government launched its COVID-19 early access scheme, according to new data from fund manager Allan Gray.
Returning expats reminded on tax snares with pensions, investments
With thousands of Australian expats still hoping to return home following COVID-19, a mid-tier firm has highlighted some important tax implications and considerations, including the foreign pension transfers.
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.
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?
