By using the combination of an account-based pension and Lifetime Income account, David and Sarah will never rely solely on the age pension. Read their story.

Diversified Index is offered through AMP's flagship wrap platform, MyNorth, and represents a compelling low-cost investment solution suitable for an array of clients.

Amy opens a MyNorth Lifetime Super account with a balance of $447,076. She has a $355,568 purchase amount, and potential age pension increase due to her 40% Centrelink discount.

From 25 March 2024, North’s online withdrawal process was improved to ensure your clients are not in a negative cash position after the withdrawal is finalised.

There is a unique opportunity this financial year to demonstrate value and re-engage clients through catch-up contributions. Clients with a total super balance of less than $500,000 on 30 June of the previous year may be entitled to contribute more than the general concessional contribution cap.

This month we’ve added MLC Asset Management and their diversified portfolios to our investment menu.

In the latest installment of our interview series with leading advisers, we caught up with Lance Rowlands of Wealth Directions Financial Services.

Innovative retirement income stream (IRIS) are growing in popularity among advisers. But one question clients often ask is what happens when they pass away. There’s a perception out there that their kids and other beneficiaries could lose out. In our latest article we look at the reality of what lifetime income streams offer your clients and their beneficiaries.