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Retirement-specific products still seeing limited adviser uptake
Miranda Brownlee
While financial advice is significantly improving life satisfaction for retirees, there are still few advisers using retirement-specific pro
While financial advice is significantly improving life satisfaction for retirees, there are still few advisers using retirement-specific pro
SMSFs should not completely ignore a retirement income strategy despite being carved out of the new obligations being imposed on superannuat
The uncertainty around restructured market-linked pensions (MLPs) has continued to cause confusion for SMSFs with the SMSF Association recen
With the continued evolving demographics in SMSFs, six-member funds may be utilised differently to manage aging SMSF members and better enha
SMSFs with account-based pensions may run into risks of being grandfathered for the purposes of the income tests for the age pension or Seni
While there have been concerns the retirement income covenant may increase red tape, the covenant may help shape future retirement planning
The joint accounting bodies have rejected the need for a proposed retirement income covenant, stating it only will create increased costs fo
The use of reversionary pensions in death benefits may not be as attractive as it used to be, with the strategy needing to evolve from a “
The government’s proposed retirement income covenant may lead to increased issues on the provision of SMSF advice along with its applicati
Super industry bodies have questioned claims made in the government’s retirement income paper that a large proportion of retirees will die
The proposed retirement income covenant may face several issues for SMSFs, as its application may not serve its intended purpose, leading to
The SMSF Association has embarked on a first-of-its-kind research to measure and gain further insights on the investment performance of the
The Intergenerational Report has highlighted the importance of building a strong superannuation system, as an increasing proportion of retir
The ATO has flagged that some SMSFs may have PAYG withholding obligations when paying retirement pension income streams to members.
With a variety of super changes on the way, advisers can make sure to stay on top of the impacts on SMSFs’ income streams and ensure optim
With the government recently releasing its draft legislation on changes to ECPI, the measures in providing “choice” when it comes to cal
The government has made an extension on the temporary reduction in superannuation minimum drawdown rates.
The federal budget legacy pensions changes offer a welcome relief for SMSFs dealing with legacy pensions, but the measure to tax “reserves
With the impacts of the transfer balance coming into effect, SMSFs will need to understand its effects on the frequency of reporting for the
The use of “averages” in retirement planning is quite common, but it can be problematic for advisers when trying to plan for risk uncert
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