News : Retirement

Pensions, Regulation, Retirement, Superannuation

Age issue curbs bring-forward rule

NCC bring-forward rules

The non-concessional contribution bring-forward rules can only be used if a person is under 75 during the relevant financial year.

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Retirement, Superannuation

Indexation most pertinent for initial pension

indexation TBC

The timing of pension commencement in the context of TBC indexation will be most relevant for members establishing their initial income stream.

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financial advice, Retirement

Retirement confidence based on advice action

Retirement confidence advice

People confident about retirement have typically taken some form of action to plan for it, such as seeking professional financial advice, a new study has found.

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Property, Retirement

Equity release used to manage inflation

Home equity release

Older Australians are increasingly using home equity release schemes to refinance their mortgages and pay off debts due to rising living costs and interest rate increases.

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Retirement

Inflation a big concern for retirees

Inflation

For the first time in a decade, seniors across the country are as concerned about inflation as they are about fundamental issues such as health costs.

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Retirement, Superannuation

New super drawdown approach suggested

Retirement income

A new study has shown Australians could improve their retirement income by 10 per cent through a new approach to the drawdown phase of superannuation.

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Retirement

Cost of living continues to rise for retirees

cost of living

The cost of living for retirees increased by 7.5 per cent over the year, raising the level of super needed to fund a comfortable retirement.

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financial advice, Retirement

Categorising clients can cut sequencing risk

Sequencing risk

Knowing how to categorise retiree clients can significantly assist advisers in implementing strategies for them to diminish sequencing risk.

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Retirement, Superannuation

Super objective shows government’s hand

Superannuation objective intentions

The government has revealed its true intentions toward the pool of retirement savings in its campaign to have the objective of super legislated.

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Documentation, Retirement

Benefits based on current status

superannuation benefits

Only members’ current circumstances can be used to determine whether their super benefits are subject to the preservation rules.

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