News : Retirement

Condition of release, Retirement, Superannuation

Role change is not retirement

The changing of employment role at the same place of work is unlikely to satisfy the definition of retirement for superannuation purposes.

The changing of employment role at the same place of work is unlikely to satisfy the definition of retirement for superannuation purposes.

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Retirement, Tax

CGT changes disadvantage retirees

The recently announced CGT changes will negatively impact retirees as many seek to complement their super with other investments.

The recently announced CGT changes will negatively impact retirees as many seek to complement their super with other investments.

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Retirement

Youngsters prefer social media for advice

New research has found Australians aged 18 to 24 use social media for financial advice about retirement at a rate 10 times more than their peers.

New research has found Australians aged 18 to 24 use social media for financial advice about retirement at a rate 10 times more than their peers.

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Retirement, Superannuation

Better outcomes from super engagement

Financial Services Council research has found proactive superannuation investing results in better outcomes when Australians retire.

Financial Services Council research has found proactive superannuation investing results in better outcomes when Australians retire.

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Retirement, Superannuation

Adequate retirement savings misjudged

A large proportion of Australians believe they need to save $1 million in super to allow themselves to enjoy a comfortable retirement.

A large proportion of Australians believe they need to save $1 million in super to allow themselves to enjoy a comfortable retirement.

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Retirement, Superannuation

Retirement under-preparedness revealed

Many Australians are underprepared for retirement with more than 30 per cent not understanding their options for accessing super.

Many Australians are underprepared for retirement with more than 30 per cent not understanding their options for accessing super.

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Retirement

Balance only one factor in savings longevity

The length of time retirement savings will last is not based on a single factor, but the relationship between balance size, strategy and returns.

The length of time retirement savings will last is not based on a single factor, but the relationship between balance size, strategy and returns.

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ASIC, Retirement

ASIC retirement planner very popular

The Australian Securities and Investments Commission has reported high user engagement with the retirement planner it launched last November.

The Australian Securities and Investments Commission has reported high user engagement with the retirement planner it launched last November.

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Retirement

Retirement worries still high

Concerns about running out of money and not being able to live comfortably in retirement are still high among many Australians.

Concerns about running out of money and not being able to live comfortably in retirement are still high among many Australians.

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Division 296, Pensions, Retirement, Tax

TRIS a Div 296 management tool

Using a TRIS can help in balancing the total super balances of two-member SMSFs in order to manage potential Division 296 tax liabilities.

Using a TRIS can help in balancing the total super balances of two-member SMSFs in order to manage potential Division 296 tax liabilities.

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