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Home bias saw SMSFs outperform APRA funds during brutal 2022 market slide
In a year when Australian equities far outperformed international stocks, APRA-regulated funds felt the brunt more than SMSF trustees, who still favour the...
Super funds failing to understand the needs of vast middle market: Report
The financial needs of a staggering 64 per cent of retirees sit beyond the comprehension of super funds, a new report states, because there is too much...
Policymakers urged to simplify ‘unnecessarily complex’ SMSF system
Transfer Balance Caps, Super Balance Thresholds and the rules overseeing the notice of intent to claim a tax deduction are all overly complex and could do with...
Retirement confidence has nothing to do with markets, but cost of living does
Markets may have outperformed in 2023 after a dour 2022, but it wasn't enough to lift confidence in retirement as cost of living pressures continued to cloud...
Life insurance advice on life support... but can it be saved?
The life insurance advice sector has been battling a host of issues, including an ill-fitting education program, remuneration uncertainty and product design...
Investment bonds 'ideal vehicle' to protect will wishes: Foresters
Transferring wealth between estates can be problematic, but investment bonds can add surety by dint of their position outside of a deceased estate according to...
Life insurance advice levels sink as people turn to alternative sources
The problems afflicting Australia's life insurance advice industry run deep, with pundits estimating there are now less than 1,000 pure risk advisers left in...
Opportunity next: Capturing the great generational wealth transfer
Given the opportunity set in front of advisers during the next transfer of generational wealth, now may be the time to reassess the role of responsible...
2006 was an awful time to retire for investors, and here's why
The Australian stock market has seen a stagnation in returns since 2006, leaving many questioning the wisdom of long-term equity positions. For retirees, it's...
Hobbled by hubris, industry funds in danger of failing their members
The meteoric rise of industry funds has earned them a rightful place at the top of the superannuation food chain. But their standing is not a given, and the...
Is the F.I.R.E. retirement plan foolproof or foolhardy?
Diligence and frugality can lead to wonderful retirement outcomes, writes Alteris Financial Group senior adviser Jaxon King. But if the journey to retirement...
More spending guidance during 'Glory Years' required: Wattle Partners
Retirement's approach requires a profound change in how investors approach markets and construct portfolios, including arranging their income needs around...
Australia jumps to fifth in Mercer's Global Pension Index
Higher mandatory contributions and increased pension assets helped Australia improve on its 2022 score in Mercer annual index, and move up a spot in the...
$3 million super cap to cost SMSF members up to $80,000 in tax
The government's plan to increase taxes on super balances above $3 million will have a costly impact on the SMSF sector, with thousands of members likely to...