News : Retirement

Retirees with market fears shouldn’t cash out

May 7, 2020

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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Pensions, Retirement

SMSF legacy pensions need reform

March 3, 2020

Tharshini Ashokan

The Actuaries Institute’s call for government action on legacy pensions is an important step towards helping retirees trapped in SMSF legacy income streams, an actuarial services provider says.

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Investments, Retirement

Allianz Retire+ adds retirement portfolio tool

March 3, 2020

Jason Spits

Allianz Retire+ has added a portfolio modelling tool to its retirement income product to predict a range of outcomes for those invested in it.

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Retirement, Strategy

Downsizer contributions benefit from ‘no rules’

February 25, 2020

Tharshini Ashokan

Trustees should not underestimate the opportunities presented by downsizer contributions particularly where the rules are not explicit in how it can be used.

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