News : Retirement

Retirement, Superannuation

Correct release conditions critical

Advisers need to direct clients to pick the correct condition of release to provide the fullest access to their superannuation savings.

Advisers need to direct clients to pick the correct condition of release to provide the fullest access to their superannuation savings.

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Retirement, Superannuation

Super gender gap not improving

New research has identified new factors that are contributing to the ongoing gender gap the in Australian superannuation system.

New research has identified new factors that are contributing to the ongoing gender gap the in Australian superannuation system.

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Retirement

Longevity risk solution highlighted

Ways to avoid longevity risk-related issues have been mapped out by Accurium in conjunction with a retirement income product provider.

Ways to avoid longevity risk-related issues have been mapped out by Accurium in conjunction with a retirement income product provider.

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Retirement

Australians’ retirement insecurity high

Half of Australians are financially insecure about their retirement, with women, and especially divorced women, even more likely to be concerned.

Half of Australians are financially insecure about their retirement, with women, and especially divorced women, even more likely to be concerned.

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Retirement, Superannuation

Gen Z retirement expectations rising

Younger Australians now expect to need almost more than twice as much in retirement as today's retirees, according to a survey from Vanguard.

Younger Australians now expect to need almost more than twice as much in retirement as today’s retirees, according to a survey from Vanguard.

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Retirement, Superannuation

AMP super class action reaches settlement

The AMP superannuation class action has ended with the firm to pay compensation to fund members who were allegedly overcharged fees on their retirement savings.

The AMP superannuation class action has ended with the firm to pay compensation to fund members who were allegedly overcharged fees on their retirement savings.

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Retirement

Retirement costs continue to rise

The amount needed to fund a comfortable retirement rose by nearly 2 per cent over the June quarter, with retirees spending more on digital connectivity.

The amount needed to fund a comfortable retirement rose by nearly 2 per cent over the June quarter, with retirees spending more on digital connectivity.

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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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