News : Retirement

TRIS could hinder indexation access

June 21, 2023

The situation of a person turning 65 in June 2023 with a TRIS needs particular attention so they can maximise their personal transfer balance cap.

read more

Retirement, SMSF, Superannuation

Longevity risk greater for SMSFs

June 15, 2023

Darin Tyson-Chan

SMSF trustees are likely to live longer than superannuants belonging to public offer funds, making them more susceptible to longevity risk.

read more

Regulation, Retirement, Superannuation

Retirement definition set to shift

May 30, 2023

Darin Tyson-Chan

The definition of retirement allowing people to access their superannuation benefits legally is set to significantly change in the coming income year.

read more

Retirement, Superannuation

Retirement costs climb as inflation soars

May 29, 2023

Todd Wills

Retirees are facing budgetary challenges due to high inflation, especially in essential services, according to ASFA, which has announced the departure of its chief executive.

read more

Retirement, Superannuation, Tax

CGT concessions a super bonus

May 22, 2023

Darin Tyson-Chan

The small business CGT concessions can be of great benefit for individuals who have not accumulated much super while running their own enterprises.

Age issue curbs bring-forward rule

May 18, 2023

Darin Tyson-Chan

The non-concessional contribution bring-forward rules can only be used if a person is under 75 during the relevant financial year.

read more

Retirement, Superannuation

Indexation most pertinent for initial pension

May 9, 2023

Darin Tyson-Chan

The timing of pension commencement in the context of TBC indexation will be most relevant for members establishing their initial income stream.

read more

financial advice, Retirement

Retirement confidence based on advice action

May 4, 2023

Todd Wills

People confident about retirement have typically taken some form of action to plan for it, such as seeking professional financial advice, a new study has found.

read more

Property, Retirement

Equity release used to manage inflation

April 27, 2023

Todd Wills

Older Australians are increasingly using home equity release schemes to refinance their mortgages and pay off debts due to rising living costs and interest rate increases.

read more

Retirement

Inflation a big concern for retirees

April 26, 2023

Darin Tyson-Chan

For the first time in a decade, seniors across the country are as concerned about inflation as they are about fundamental issues such as health costs.

read more