News : Retirement

Advisers must provide specialist death benefits advice

September 10, 2019

An SMSF strategist has said the super reforms mean advisers need to provide better solutions for clients upon the death of a member.

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Retirement

Single issue focus on retirement income lacks context

August 26, 2019

Jason Spits

The retirement income stream does need to be reviewed in its entirety, but focusing on single issues is misleading, according to a superannuation research group.

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Retirement

Home equity release product adds lump sum facility

August 26, 2019

Jason Spits

Specialist funding provider Household Capital has launched a new drawdown loan facility providing retirees with a lump sum and income stream component.

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Retirement

Actuaries want broader retirement system perspective

August 21, 2019

Darin Tyson-Chan

Calls have been made by the Actuaries Institute for the retirement system to incorporate a broader approach to consider the age pension, superannuation and aged care together.

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Pensions, Retirement

Call a TRIS an ABP if release conditions met

August 13, 2019

Tharshini Ashokan

Allowing a TRIS to be called an ABP under certain conditions of release would simplify the industry understanding of the differences between the two, an SMSF expert says.

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Pensions, Retirement, Superannuation

Mixed-phase SMSFs ahead on assets

August 12, 2019

Jason Spits

Mixed-phase SMSFs currently have higher average balances per fund and per member than other funds, according to new data released by an SMSF administration services provider.

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Retirement

AMP upgrades platform retirement tool

August 6, 2019

Jason Spits

AMP has upgraded its Retirement Modelling Tool adding hundreds of combinations of investments and 2000 stressed tested retirement strategies.

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Documentation, Pensions, Retirement

Trust deeds key to TRIS status in retirement

July 23, 2019

Tharshini Ashokan

Trustees should pay close attention to their SMSF trust deeds to ensure members converting to retirement phase still benefit from TRIS regulations, an SMSF expert says.

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ATO, Retirement

Basis for ATO TRIS guidance questioned

July 15, 2019

Jason Spits

A recent note from the ATO on how it views a TRIS in retirement phase has been questioned by a lawyer who believes the legal basis for it is unclear.

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Retirement, Superannuation

Think tank sparks war of words on SG rise

July 10, 2019

Jason Spits

Superannuation industry groups have reacted strongly to independent modelling that claims an increase in the SG rate would hit wages and make no difference to retirement incomes.

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