All Articles tagged with 'retirement advice'

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Retirement adequacy falls as Australians remain cautious

From AMP Financial Services

The retirement adequacy of working Australians was at its lowest level since the GFC, falling almost 2 percentage points to 69.4% while projected retirement savings fell 7% to $492,000, according

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27 Sep 2012

SMSFs should stay in ATO’s jurisdiction, says SPAA

From SMSF Association

The Australian Taxation Office (ATO) is the right regulatory body to oversee the self managed super fund sector, says SMSF Professionals’ Association of Australia (SPAA) CEO Andrea Slattery. Mrs Slattery

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20 Sep 2012

APRA releases consultation package on revised reporting requirements for superannuation

From APRA - Australian Prudential Regulation Authority

The Australian Prudential Regulation Authority (APRA) has released for consultation a discussion paper outlining its proposed revised reporting requirements for APRA-regulated superannuation funds. The consultation package includes 31 draft reporting

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20 Sep 2012

Education workshops mark financial planning history

From FPA - Financial Planning Association

The Financial Planning Association (FPA) has announced that it will be conducting a series of exclusive educational workshops across Australia as part of its 20th Anniversary celebrations. The workshops, targeted at

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18 Sep 2012

Centrelink attribution & testamentary trusts

From Michael Perkins - MPerkins Lawyers

Do your clients with testamentary trusts have beneficiaries who are Centrelink administered benefit recipients? Have you discussed how these arrangements will operate and the impact they will have on the

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10 Sep 2012

ATO proposals ‘more equitable’ for SMSF trustees who break the rules

From SMSF Association

Proposed changes to the superannuation law mean that trustees who break the rules may be treated more equitably when it comes to penalties. The current penalty system for some breaches

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29 Aug 2012

Cash love affair heading for heartbreak

From Australian Unity Investments

Investors’ continuing love affair with cash could be leading them towards heartbreak if they don’t diversify, says David Bryant, head of Australian Unity Investments. “While all available research shows that

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24 Aug 2012

APRA releases quarterly superannuation statistics for June 2012

From APRA - Australian Prudential Regulation Authority

The Australian Prudential Regulation Authority (APRA) today released its June 2012 Quarterly Superannuation Performance publication. Total estimated assets, which includes the assets of self-managed superannuation funds and the balance of

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24 Aug 2012

New brochure promotes better consumer awareness of advice as CFP designation takes hold

From FPA - Financial Planning Association

The Financial Planning Association (FPA) has launched a new plain English guide to simplify the complexities that financial planning can entail for Australians seeking financial advice. The brochure is available

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24 Aug 2012

Wealthtrac lowers fee cap and introduces more flexible structure

From Wealthtrac

Independent superannuation and investment platform provider Wealthtrac, has launched a renewed offering for advisers; lowering fees, introducing a market-first cap of $350k and allowing advisers greater control in setting their

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24 Aug 2012

Earn CPD Points

CPD: A TTR strategy for modern retirement
We are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
CPD: Trend following in uncertain times
Trend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend [...]
CPD: Aged care advice and ethics
Data from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]
CPD: AI governance – a practical framework for advisers
Regulator scrutiny of AI governance just got serious In years to come, they may well call it the ‘Mythos effect’ – the point in early 2026 where all the concerns [...]
CPD: Thinking outside the box – providing a loved one a paycheque for life
Australia’s great wealth transfer is well underway. An estimated $5.4 trillion is expected to pass from those aged 60 and over to younger generations within the next two decades.[1] In [...]