News : Retirement

Property, Retirement

Equity release may help keep super intact

https://smsmagazine.com.au/wp-content/uploads/2018/05/GettyImages-816236150-edit-web.jpg

Equity release solutions should be used to reduce the rising number of Australians using their superannuation to ease mortgage debts.

read more
Retirement, Strategy

New financial year should prompt strategy review

retirement; savings; strategy

The new financial year and the changes it brings to the superannuation rules should prompt advisers and their clients to review their retirement savings strategies.

read more
Retirement, Strategy

Aged care skills needed to meet ethics code

Aged care; ethics; financial advisers

Financial advisers who fail to consider aged care as part of their advice offering may be in breach of ethics requirements set down by FASEA.

read more
Pensions, Retirement, Superannuation

Super growth reducing age pension drawdown

The growth of superannuation assets has resulted in less than half of new retirees drawing on the age pension last year, and only one-quarter accessing the full amount available to them.

read more
Pensions, Retirement

Time running out for anti-detriment benefits

anti-detriment; provisions; death benefits

Advisers wanting to take advantage of the anti-detriment provisions for death benefits paid to their clients must do so before 1 July, a financial institution has said.

read more
Residential Property, Retirement

DomaCom unveils equity release product for retirees

DomaCom has launched the first equity release product for retirees that is available to financial advisers without requiring a real estate or credit licence.

read more
Retirement, Superannuation

Retirees squeezed by rates, longevity

Longer life spans and lower interest rates are putting pressure on retirement income streams that that could be resolved with new investment products.

read more
Investments, Retirement

Retirement income under pressure after rate cut

Retirement income investments should be reassessed following the latest rate cut, while wider sources of franking credits should also be considered, according to a specialist investment manager.

read more
Investments, Retirement

Crash protection plan recommended for retirees

A boutique asset manager has advised retirees to opt for a crash protection strategy to minimise the impact of a financial downturn on their investment portfolio.

read more
Pensions, Retirement, Superannuation

Poll indicates strong support for raising SG

superannuation; age pension; retirement

The majority of Australians are supportive of raising the rate of compulsory superannuation and believe the age pension alone will not meet their retirement needs.

read more

Copyright © SMS Magazine 2024

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.