News : Retirement

Documentation, Retirement, Strategy

Managing relationship breakdowns in an SMSF

Apportioning SMSF assets

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

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Retirement

Retirees have to assess capital differently

retirees income capital

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

financial advice retirement system

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

bucket companies retirement tax

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

SMSF retirement income

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

Longevity risk

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

COVID-19 downturn

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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Financial Planning, Retirement

Retirees avoiding advice despite COVID-19

retirees coronavirus

Most Australian retirees feel their investments are at risk as a result of the coronavirus pandemic, but almost 80 per cent have avoided seeking financial advice, a survey has revealed.

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Investments, Retirement

SMSFs should seek ‘all-weather’ portfolios

SMSFS portfolios

SMSFs with ‘all-weather’ investment portfolios could neutralise the sequencing risk caused by severe economic uncertainty.

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Pensions, Retirement

Lump sums can bypass accumulation account

Lump sums accumulation account

SMSF trustees can pay lump sums directly out of an income stream and bypass their accumulation account, a technical expert has said.

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