Advice
Advice strategies and insights for Australian financial planners across retirement, super, SMSF, tax, insurance, and estate planning.
- Andrew Wilson
- Australian Ethical
- Ben Walsh
- Contributor
- Craig Brooke
- Cristina Lee
- Drew Meredith
- Greg Bright
- Ishan Dan
- James Dunn
- Jamie Nemtsas
- Jaxon King
- Kevin Pelham
- Kim Ivey and Michael Armitage
- Lachlan Maddock
- Laurence Parker-Brown
- Lisa Uhlman
- Michael Armitage
- Michael McQueen
- NIcholas Ali
- Nicholas Way
- Nicki Bourlioufas
- Rob Prugue
- Staff Writer
- Tahn Sharpe
- The Inside Adviser
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...
Life insurance industry 'slowly losing relevance': Capgemini
A confluence of factors has seen the life insurance industry lose significant ground across the globe, according to the French multinational. The Australian...
Property listings surge as prices hit record highs: SQM Research
It may not be a boom, but the marked increase in new listings, total listings and aggregate asking price for properties across the country in September...
Foresters launches Education Bond on Tanggram, targets younger cohort
Foresters is combining its 150 year history with one of the newest investment platforms on the market to reach a whole new audience for its Education Bond...
Super fees still too high, but change is on the horizon: Research
Superannuation fees can add up to a huge long-term expenditure, costing Australians with modest super balances thousands of dollars a year. But costs may start...
Older and increasingly wealthier: The changing face of retirement
Australians are retiring much later and with more in their retirement coffers than ever before, according to the ABS, with a confluence of factors behind the...
Education bonds an investment in a smarter future: Foresters
With the right application, education bonds can provide a long term savings plan for a child or grandchild's education that is both flexible and tax-savvy.
Super tax break costs misrepresented: Mercer
The idea that superannuation tax concessions are costing the government more than the Age Pension is based on bad analysis, according to Mercer, which found...
Shifting sands of super pitch investment bonds as a viable alternative
The new $3 million superannuation cap is a reminder that the system will never stand still, and diversification options like investment bonds will always be...