News : Retirement

Investments, Retirement, Succession Planning, Trusts

A beneficial complementary relationship

Trustees can accumulate retirement wealth and leave a meaningful legacy by operating their SMSF in conjunction with a private ancillary fund.

Trustees can accumulate retirement wealth and leave a meaningful legacy by operating their SMSF in conjunction with a private ancillary fund.

read more
Division 296, Retirement, Superannuation

Super changes undermine confidence

Retirement confidence has declined in the past three years due to consumer concerns over changes to the superannuation system.

Retirement confidence has declined in the past three years due to consumer concerns over changes to the superannuation system.

read more
Financial Advice, Retirement

Retirees hit by shrinking advice sector

The rising cost of advice and the decline in the number of practitioners means retirees are unable to get help at a critical stage of their life.

The rising cost of advice and the decline in the number of practitioners means retirees are unable to get help at a critical stage of their life.

read more
Pensions, Retirement, Superannuation

Retirement phase guidance released

Large superannuation funds have been given guidance on how to roll out member-orientated retirement income solutions.

Large superannuation funds have been given guidance on how to roll out member-orientated retirement income solutions.

read more
Retirement

Required super savings hits record

The estimated amount of superannuation a person needs to support a comfortable lifestyle in retirement has hit a record level.

The estimated amount of superannuation a person needs to support a comfortable lifestyle in retirement has hit a record level.

read more
Financial Advice, Retirement, Technology

Challenger partners with advice tech firm

Challenger has partnered with an advice technology firm to drive the development of a platform that will model lifetime income strategies.

Challenger has partnered with an advice technology firm to drive the development of a platform that will model lifetime income strategies.

read more
Investments, Property, Residential Property, Retirement, Tax

CGT reform must take macro view

IFPA has called on the government to look beyond the CGT discount if it is aiming to reform this area of the Australian taxation system.

IFPA has called on the government to look beyond the CGT discount if it is aiming to reform this area of the Australian taxation system.

read more
Division 296, Retirement, Tax

AIR calls for new tax carve-out

A consumer advocacy group wants self-funded retirees who have already structured their retirement to be exempt from the Division 296 tax.

A consumer advocacy group wants self-funded retirees who have already structured their retirement to be exempt from the Division 296 tax.

read more
Downsizer, Investments, Property, Retirement

Retirees still asset rich, but cash poor

Analysis into the financial situation of retirees has confirmed they are experiencing cash-flow issues despite enjoying homeownership.

Analysis into the financial situation of retirees has confirmed they are experiencing cash-flow issues despite enjoying homeownership.

read more
Pensions, Retirement

Cost of living impacts retirement decisions

The rising cost of everything is seeing some Australians push back their retirement, according to a survey from Equip Super.

The rising cost of everything is seeing some Australians push back their retirement, according to a survey from Equip Super.

read more

Copyright © SMS Magazine 2026

ABN 80 159 769 034

Benchmark Media

WordPress website development by DMC Web.