News Roundup
Written by Simon Hoyle Thursday, 13 August 2009 16:07
Almost half of all self-funded retirees have seen their retirement savings decline by 25 per cent or more over the past two years, according to new research from CoreData. The research group says as many as one quarter of all self-funded retirees consequently have returned or plan to return to the workforce in some capacity.
Written by Simon Hoyle Thursday, 13 August 2009 16:06
Meanwhile, the FPA has called for restrictions on the type of individual that can be described as a “financial planner”.
Written by Simon Hoyle Thursday, 13 August 2009 16:04
The Financial Planning Association of Australia (FPA) has described a move to allow trustees of superannuation funds to provide limited personal advice to fund members as putting “the superannuation savings of millions of Australians at risk”.
An overlooked investment vehicle is getting another look-in, as planners begin to reassess the benefits of listedinvestments. Simon Hoyle reports.
Planners whose thinking on fixed income extends no further than managed funds and government bonds might be doing clients a disservice as other opportunities present themselves. Simon Hoyle reports
