News : Retirement

Measures for retirement goals a strategy key

August 18, 2020

Knowing what a successful retirement looks like to a client and having measures to determine whether these objectives have been achieved are critical to formulating a prudent strategy for this stage of life, a technical specialist has said.

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Retirement

COVID-19 limits retiree spending

August 18, 2020

Tharshini Ashokan

The COVID-19 pandemic has resulted in a dip in the cost of living for retirees, the latest ASFA Retirement Standard has revealed.

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Retirement

Retirement debate overlooks taxpayer funding

August 17, 2020

Jason Spits

The debate on how to fund retirement income needs to focus on adequacy issues first, while keeping in mind it is wholly funded by taxpayers.

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Documentation, Retirement, Strategy

Managing relationship breakdowns in an SMSF

August 13, 2020

Meg Heffron

Apportioning SMSF assets when a relationship ends has significant consequences requiring careful consideration.

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Retirement

Retirees have to assess capital differently

July 30, 2020

Darin Tyson-Chan

The COVID-19 pandemic’s effect on investment markets will force retirees to consider capital pools with regard to their income requirements, a senior financial services executive has said.

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Financial Planning, Retirement

Cheap advice a must for retirement system

July 22, 2020

Jason Spits

Low-cost, mass-market financial advice must be available to those facing retirement and should be built into Australia’s retirement savings system.

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Retirement, Tax

Bucket companies a valid strategy tool

July 14, 2020

Jason Spits

Bucket companies are a legitimate retirement and tax planning tool and claims they are out of favour with the ATO are untrue.

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Retirement, Superannuation

SMSFs are retirement income leaders

July 13, 2020

Jason Spits

Large scale APRA-regulated funds should look to the SMSF sector when creating retirement income solutions as the latter has key advantages, according to a superannuation research group.

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Retirement

Call for mandatory longevity risk obligation

July 9, 2020

Darin Tyson-Chan

Superannuation trustees should be obligated to include products to address longevity risk for members, a dialogue paper has suggested.

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Investments, Retirement

COVID-19 downturn not the same as GFC

July 2, 2020

Jason Spits

Recent growth in investment markets after COVID-19 driven downturn is not the same as after the GFC and is obscuring increasing levels of government debt.

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