Retirement

Retirement

Wealth gap between young and old narrowing

Just when it's starting to narrow, a budget weighted to supporting older Australians could actually exacerbate the spread between young and old according to the Actuaries Institute.

Tahn SharpeMay 17, 2021

Retirement

Advisers face an avalanche of super fund retirement products

Super funds will soon be compelled to develop retirement solutions, which means advice clients will be looking for help understanding a slew of new and potentially complex products and services. There is a small window of opportunity for advisers to prepare.

David BellApril 30, 2021

Retirement

Advice business models stifling annuity take up: Study

New research out of Melbourne shows how important advisers are in presenting annuities as a viable option to consumers. Advice business models, however, are often blocking the path for these products to reach consumers.

Tahn SharpeApril 15, 2021

Retirement

‘Advisers are ready for this’: Time to focus on the retirement framework

Providing quality outcomes for Australians in retirement requires more coordinated thinking and a collective push for a retirement advice framework to become mainstream. With a greater sense of urgency, a group of influencers in wealth management bring their next-level thinking to the table.

Jessica SierMarch 2, 2021

Retirement

SMSFs ‘equivalent value’ to APRA funds at $200K: Rice Warner

The report, which was commissioned by the SMSF Association, paints a much friendlier version of the sector than ASIC's controversial fact sheet did one year ago.

Tahn SharpeNovember 23, 2020

Retirement

Simplicity and confidence key to retirement puzzle: Challenger

Finding better retirement solutions will require more than just ‘age and balance’ metrics, but the industry will need to keep things simple to retain members’ faith and their confidence to spend, according to Challenger’s Aaron Minney.

Tahn SharpeNovember 2, 2020

Retirement

Statistics hide the human side of retirement

An industry that has become so accustomed to using averages to measure adequacy and address policy settings is failing to account for unique circumstances of individuals.

Matthew SmithMay 18, 2020

Retirement

Dividend cull sparks retirement income rethink

With the sanctity of franking credits and now bank dividends under threat, there are no sacred cows for retirees anymore. Some old and some new ways to generate income are emerging, and advisers are being called upon to assess them.

Tahn SharpeMay 5, 2020

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