News : Retirement

Don’t overlook low-balance TBCs

October 27, 2021

Low personal transfer balance caps should not be overlooked given the number of measures that allow SMSF members to increase balances well into retirement.

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Estate Planning, Retirement

Be wary about claims around incapacity

October 14, 2021

Jason Spits

Any claims about the incapacity of an SMSF trustee must come with fully documented evidence and should not rely only of the word of an attorney.

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Regulation, Retirement

Carve-out a missed opportunity

October 11, 2021

Darin Tyson-Chan

A chance to address retirement issues extending beyond investment themes may have been missed by excluding SMSFs from the retirement income covenant.

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ATO, Retirement

Illegal early access on the rise

October 6, 2021

Darin Tyson-Chan

SMSFs being set up to allow individuals to access their retirement savings early and illegally increased last year and the trend is continuing.

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Regulation, Retirement

SMSFs get retirement income covenant bypass

September 28, 2021

Darin Tyson-Chan

SMSFs will not be bound by the proposed legislation requiring superannuation fund trustees to formulate a retirement income strategy for members.

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Retirement

COVID-19 impacts retirement plans

September 28, 2021

Darin Tyson-Chan

Investor research has shown Australians have changed their attitudes towards retirement as a result of the coronavirus pandemic.

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Retirement

Retirement covenant an advice opportunity

September 22, 2021

Jason Spits

The Retirement Income Covenant will create further opportunities for financial advisers who can map out the income needs of clients beyond the accumulation phase and well into their retirement years.

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Retirement, Superannuation