News : Retirement

NALI/NALE, Retirement

Pension-phase advice fees a NALE danger

An SMSF in pension phase can still breach the NALE rules if its members pick up the tab for advice fees that should be paid for by the fund.

An SMSF in pension phase can still breach the NALE rules if its members pick up the tab for advice fees that should be paid for by the fund.

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Aged Care, Downsizer, financial advice, Retirement, SMSF, Superannuation

Retiree confidence undermined

Retirees are less confident in their financial future as a result of cost-of-living increases and are keen to receive help in managing their super.

Retirees are less confident in their financial future as a result of cost-of-living increases and are keen to receive help in managing their super.

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Retirement, Superannuation

Super release condition decision simplified

The decision on whether a superannuant has met a retirement condition of release has been simplified with the shift of the preservation age to 60.

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financial advice, Retirement, Superannuation

Retirees overpaying taxes

Retirement, Super Members Council, SMC, Misha Schubert, tax, retirement, research

Many pensioners are not moving from accumulation to retirement phase with their superannuation, resulting in them paying higher taxation on their savings.

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financial advice, Financial Planning, Retirement

Retirement advice deductions possible

Tax deductions retirement Financial advice Colonial First State Craig Day

Practitioners should make greater use of new tax deductions available to clients where their super and retirement advice relies on applying taxation guidance to specific circumstances.

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Education, Retirement, SMSF, Superannuation

Retirement stresses Australians

Recent analysis into the country’s retirement savings system has shown Australians are struggling with the complexity of the framework. approach to rectify it.

Recent analysis into the country’s retirement savings system has shown Australians are struggling with the complexity of the framework.

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Accounting, Retirement, SMSF, Superannuation

End-of-year break time for super check-up

Super fund members should use the holiday break to check the status of their retirement savings and consider whether they needed to seek financial advice.

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Retirement, Superannuation

Super recipients more confident on retirement

Retirement SMSF superannuation

Australian superannuants are confident they will have sufficient cash flow in retirement, but prior to that life stage many want to boost their future savings.

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financial advice, Retirement, SMSF, Superannuation

Demand for one-off advice significant

The need for accessible financial advice continues to grow, but many consumers would prefer to pay for it based on specific needs rather than as part of a comprehensive plan.

The need for accessible financial advice continues to grow, but many consumers would prefer to pay for it based on specific needs rather than as part of a comprehensive plan.

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Retirement

Better retirement income education needed

More consumer education is needed to equip people with knowledge of the methods and products they can use to achieve better retirement income results.

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