News : Retirement

Retirement

Alliance aims for new retirement offerings

An Australian fixed-income manager has teamed with a global investment firm and begun work on developing new retirement income products to deal with longevity risk.

An Australian fixed-income manager has teamed with a global investment firm and begun work on developing new retirement income products to deal with longevity risk.

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financial advice, Financial Planning, Retirement

Retirement advice too complex for super funds

Financial Advice Association Australia, FAAA, Delivering Better Financial Outcome, DBFO, Treasury, retirement,

Retirement planning guidance should not be provided by super funds as it is too complex to sit under a simple advice model and requires a qualified practitioner to deliver.

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Retirement, SMSF, Superannuation

TRIS impact on TBC a common trap

TRIS, transfer balance cap, TBC, Accurium, Natalie Scott,

Practitioners must take note of situations where clients with a TRIS turn 65 before 30 June as the event will impact the member’s transfer balance cap.

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Education, Retirement, SMSF, Superannuation

Downsizer not sole home sale benefit

Smarter SMSF, education, SuperGuardian,Tim Miller, 

SMSF members who can make downsizer contributions before retirement can use those funds in more than one way apart from a lump sum addition to super.

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Retirement

Inflation concerning pre-retirees the most

The rising cost of living is having a significant effect on Australians approaching retirement, heightening worries over outliving their savings.

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Retirement, SMSF, Superannuation

Benefit types important for TRIS

TRIS, unrestricted non-preserved benefits, Institute of Financial Professionals Australia, IFPA, Natasha Panagis, IFPA 2025 Conference and Expo,

The make-up of an SMSF member’s benefits should be taken into account before starting a TRIS to achieve the optimal outcome from the action.

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Pensions, Retirement

Super system reduces pension costs

ASFA, Super and the Australian Economy report, Association of Super Funds of Australia, Age pension, Mary Delahunty, Treasury, GDP, Super Guarantee,

The superannuation system has been a key driver in assisting government reduce the cost of the age pension while also boosting household savings.

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financial advice, Financial Planning, Retirement

Advice can offset retiree stress

Many Australians are concerned about their finances in retirement, but access to advice is available to many of them and they should seek it as soon as possible.

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financial advice, Pensions, Property, Retirement, SMSF, Superannuation

Debt-free retirement an advice opportunity

Financial advice to reduce mortgage advice will become increasingly crucial as more people carry debt into retirement.

Financial advice to reduce mortgage advice will become increasingly crucial as more people carry debt into retirement.

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ATO, Retirement

Payday super consultation opens

Payday Superannuation legislation, ASFA, Association of Superannuation Funds of Australia, Mary Delahunty, ATO, retirement savings,

The government will continue its efforts to introduce payday superannuation and is seeking input from the sector after releasing draft legislation.

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