News : Retirement

Challenger launches retirement income tool

May 18, 2020

Challenger has launched a new tool to improve the knowledge of retirees and pre-retirees about their retirement income options.

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Retirement

New equity release model for seniors

May 14, 2020

Tharshini Ashokan

DomaCom has a new equity release model for seniors seeking an alternative to the reverse mortgage model and government Pension Loan Scheme.

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Retirement

Retirement models create false impressions

May 11, 2020

Jason Spits

Current retirement planning tools create false impressions about retirement balances as they do not factor in spending and lifestyle considerations.

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Investments, Retirement

Retirees with market fears shouldn’t cash out

May 7, 2020

Tharshini Ashokan

Retirees should stay invested and avoid cashing out despite market volatility as a result of the coronavirus pandemic, an investment expert has said.

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Retirement, Strategy

TRIS strategy still has role to play

March 17, 2020

Jason Spits

Changes to the tax treatment of transition-to-retirement income streams have not diminished their usefulness for some pre-retirement clients.

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Retirement

How about stimulus for self-funded retirees?

March 17, 2020

Olivia Long

The federal government needs to include self-funded retirees in its coronavirus stimulus measures.

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Regulation, Retirement

SMSFA supports draft work test amendment

March 10, 2020

Tharshini Ashokan

The SMSF Association has voiced its support for draft legislation giving individuals aged 65 and over greater ability to make super contributions.

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Retirement, Superannuation

Work test definition not decided by clients

March 9, 2020

Jason Spits

Advisers abusing the definition of gainful employment under work test rules for their clients’ benefit will find themselves outside the law, according to an SMSF advice specialist.

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Retirement, Superannuation

Work test amendments drafted

March 5, 2020

Darin Tyson-Chan

The federal government has released draft legislation to modify the work test rules associated with superannuation contributions for older Australians.

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Investments, Retirement

Retirees require better risk protection

March 4, 2020

Darin Tyson-Chan

ASIC needs to do a better job in making sure the risks associated with offerings advertising higher-than-average returns are properly communicated to retirees, a senior executive from a research house has said.

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