News : Retirement

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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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Retirement

Cost of living for retirees remains stable

The cost of living for retirees shifted only marginally in the March quarter despite significant price rises for medical expenses and food, according to ASFA.

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Retirement, Tax

Tax impact of franking credits remains unaddressed

tax impact; franking credits

The impact of franking credit refunds on the wider tax base has yet to be addressed, despite refunds featuring prominently in the recent federal election.

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