News : Retirement

Retirement, Superannuation

Retirement review looking beyond remit

Retirement Income Review

The Retirement Income Review may cover more ground than its remit, based on the questions asked in its recently released consultation paper.

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Retirement

Review to unpack retirement adequacy issue

retirement adequacy review

The lack of consensus around the adequacy of retirement income will be examined by the Retirement Income Review which also noted there was no agreed way to assess it.

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Financial Planning, Retirement

Trust rate high among retirees with advisers

Retirees financial advice

New research has shown most retirees receiving expert financial advice are happy with it, however the vast majority still prefer to manage their finances themselves.

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Pensions, Retirement, Superannuation

Review queries retirement system understanding

retirement system purpose

The Retirement Income Review has raised the issue of whether consumers understand the end purpose of the retirement system and if more needs to be done to make it clearer.

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Retirement, Superannuation

Compulsory superannuation necessity questioned

Compulsory superannuation

The review of the retirement income system should assess whether compulsory superannuation is still necessary, an industry consultant says.

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ATO, Retirement, Tax

ATO seeks help on tax avoidance

ATO retirement schemes tax

The ATO has flagged a number of retirement planning schemes that may be involved in tax avoidance and has asked trustees and advisers to report their promotion.

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Retirement, Superannuation

SMSF Party renews calls for supporters

SMSF Party Grant Abbott

The SMSF Party has called for supporters to formally sign up so its registration can proceed within the next few weeks.

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Financial Planning, Retirement

Most retirees opt out of financial advice

retirees financial advice

The majority of Australians would rather look after their retirement finances independently of a financial adviser, according to a recent survey.

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Retirement

Longevity tables lag actual life expectancy

longevity tables life expectancy

Financial planners should reconsider their use of longevity tables that do not reflect current and future increases in life expectancy, according to the Actuaries Institute.

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Pensions, Retirement

Actuaries link age to optimal pension drawdown

pension drawdown model

The optimal pension drawdown figure is closely aligned to the age of a retiree and a group of actuaries has created a simple model to calculate this figure.

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