News : Retirement

Regulation, Retirement, Superannuation

Market conditions prompt delay in retirement

A new Roy Morgan survey has found negative forces currently pervading the economy and investment markets are likely to result in more Australians holding off their decision to retire.

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Retirement, Tax

Govt addresses early retirement payment equality

The federal government has moved to make the tax treatment of redundancies and early retirement payments consistent for all individuals.

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Investments, Portfolio Construction, Retirement

SMSFs will unload Aust shares under Labor policy

A SuperConcepts survey has found almost three-quarters of SMSF trustees plan to drop Australian shares and change their investment strategy to compensate for the loss of franking credit income should Labor’s proposal to remove refundable franking credits become policy.

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Regulation, Retirement, Superannuation

ASFA argues against system disruption

The Association of Superannuation Funds of Australia (ASFA) has called for stability to be established with the current retirement savings framework and as such has argued against the introduction of a policy stopping the ability of some retirees to receive imputation credit refunds.

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Pensions, Regulation, Retirement, Superannuation

ALP policy a big stick that will be felt by all

A quiet storm is brewing around Australia’s retirees as the Labor Party begins its federal election funding promises. And if people aren’t awake to this storm, and if the polls prove to be right about a change of government, then retirees can expect less pension income and everyone else will likely see a hike in superannuation fees.  

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Investments, Regulation, Retirement

Labor policy to hit women, economy, govt revenue

Wilson Asset Management chief investment officer Geoff Wilson has used his statement to a House of Representatives Standing Committee on Economics hearing as part of its inquiry into the implications of removing refundable franking credits to highlight the negative impact the proposed policy will have on women, the greater economy and forecast government revenue.

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Retirement, Superannuation

Sector unprepared for cognitive decline

review: superannuation; retirement

The SMSF sector has failed to provide the appropriate regulation, support structure, products and services for trustees facing cognitive decline, according to research house Investment Trends.

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Regulation, Retirement, Superannuation

Aust shares still favourable under ALP policy

The Labor Party’s proposal to scrap excess imputation credit funds will not result in an immediate shift in SMSF portfolios as premium yields on Australian stocks will still be powerful enough to attract investors, according to Ausbil.

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Regulation, Retirement, Superannuation

Franking credit policy will shake tax neutrality

The federal opposition’s franking credit proposal will disrupt tax neutrality in the superannuation industry should it become policy, SuperConcepts has warned.

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Regulation, Retirement, Tax

Franking ban threatens retirement system

Pink Piggy bank money concept on dark blue background

The proposed policy to scrap refundable franking credits undermines the core principles of Australia’s retirement system, a House of Representatives Standing Committee on Economics hearing into the proposal was told yesterday.

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