News : Retirement

Retirement, SMSF

Retirement may cause illegal access

SMSF members must understand what it means to retire under superannuation law to avoid illegally accessing their retirement benefits.

SMSF members must understand what it means to retire under superannuation law to avoid illegally accessing their retirement benefits.

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Pensions, Retirement, Strategy, Tax

TBC contradicts sole purpose test

Restricting superannuation pensions via caps runs counter to the sole purpose test, which aims to pay benefits in retirement.

Restricting superannuation pensions via caps runs counter to the sole purpose test, which aims to pay benefits in retirement.

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financial advice, Financial Planning, Retirement

Advice builds confidence in retirement

New research has confirmed Australians who have received financial advice are much more confident about their retirement than those who have not.

New research has confirmed Australians who have received financial advice are much more confident about their retirement than those who have not.

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Retirement, Superannuation

Individual outcomes key for retirement

The FSC has welcomed the government's consultation papers on retirement, but says any performance metric needs to focus on individuals.

The FSC has welcomed the government’s consultation papers on retirement, but says any performance metric needs to focus on individuals.

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Property, Retirement

Reverse mortgages complex and confusing

retirees, reverse mortgage, features, Seniors First, Darren Moffatt, points of difference

Reverse mortgages vary across many key details, creating difficulties for retirees in selecting a provider and product.

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financial advice, Financial Planning, Retirement, Strategy

Personal data boosts retirement income

Australians can enjoy a better outcome if they include their personal and household information in their retirement income strategy.

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financial advice, Financial Planning, Retirement

New retirement income solution developed

A new retirement income solution is set to be made available in August through a partnership involving MLC, Challenger and TAL.

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financial advice, Financial Planning, Retirement, SMSF, Strategy

Intent key to recontribution strategy

self managed super, self managed super fund, self managed super funds, self managed superannuation, SMSF, recontribution strategy, tax avoidance, Institute of Financial Professionals Australia, IFPA, Stuart Sheary, Part IVA, tax benefit

A withdrawal and recontribution strategy will be judged on the intent of the action as to whether the Part IVA provisions of the tax act apply to it.

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Retirement, Superannuation

Super valued, but early access a concern

Chris Grice, contribution rules, early access, financial security, Misha Schubert, National Seniors Australia, retirement plans, Super Members Council, superannuation, valued

The role of superannuation is highly valued by consumers, but many see early access as undermining its purposes and outcomes.

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