News : Retirement

Estate Planning, Retirement, SMSF, Strategy, Succession Planning, Superannuation

Disability amplifies authentication process

It is imperative for an SMSF to have a signature authentication process in place to mitigate the risk associated with disability or death.

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Pensions, Retirement, Superannuation

Retirement savings level quantified

The latest analysis into superannuation has revealed the extent to which inflation has impacted the mount of savings a person needs in retirement.

The latest analysis into superannuation has revealed the extent to which inflation has impacted the amount of savings a person needs in retirement.

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Compliance & Regulation, Retirement

Role change can’t count as retirement

SIS Regulation Retirement condition of release preservation age IFPA Natasha Panagis

A change of employment conditions of a super fund member aged 60 will not satisfy a retirement condition of release in most cases.

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Retirement

Insurance, healthcare impact retiree costs

Rising home and health insurance costs, along with higher electricity prices, are driving the amount needed for a comfortable retirement to new highs.

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Retirement, Superannuation

Post-retirement employment fine

SMSF Self-managed superannuation Condition of release definition of retirement

Starting a new job after having legally retired will not mean a person will lose the tax benefits from an existing income stream.

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Investments, Retirement, SMSF

SMSF member longevity risk concern low

SMSF Vanguard/Investment Trends SMSF report

The level of confidence SMSF members have that their retirement savings will be sufficient to last their lifetime is three times higher than for those without a fund, new research has found.

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Retirement

Inflation puts strain on retirees

ASFA retirement standard

Retirees are experiencing growing challenges in sustaining a comfortable lifestyle due to the rising costs of basic necessities.

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Pensions, Retirement, Superannuation

Retirement system a major challenge

Retirement system financial literacy AMP

Many Australian retirees face difficulties in understanding the retirement system and lack confidence in managing their finances for retirement.

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