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02/02/2016 | 3:14 PM  While it's impossible to predict the future, the market environment today for Australians is unique and therefore it makes more sense to base withdrawal rates off expectations versus history.

02/02/2016 | 8:24 AM  Parents in blended families can be given the certainty that their nominated beneficiaries will receive their bequest without challenges from disgruntled family members.

15/01/2016 | 8:18 AM  While SMSFs are not subject to the jurisdiction of the Superannuation Complaints Tribunal, the annual report of the tribunal makes for some interesting reading.

13/01/2016 | 8:35 AM  While having the right trustee structure is an integral part of an effective SMSF, understanding your obligations is critical in ensuring there are no hiccups along the way.

12/01/2016 | 8:06 AM  While investment needs differ depending on what stage of life you are in, managed portfolios are an attractive investment for all generations, as HUB24's Andrew Alcock explains.

11/01/2016 | 8:19 AM  Selecting and managing income streams that mitigate longevity and investment risks are integral when ensuring retirement income adequacy.

07/01/2016 | 8:17 AM  Obtaining guidance from the ATO when there is uncertainty about how the law applies to an SMSF can provide trustees with certainty on how the law will be applied.

06/01/2016 | 8:19 AM  Account-based pensions are required to meet minimum pension standards and it is important to ensure these standards are satisfied each financial year.

05/01/2016 | 8:35 AM  Trustees can incorporate their insurance consideration as part of their SMSF investment strategy in order to manage risks faced by them and their families.

04/01/2016 | 8:17 AM  Discover how you can plan ahead for retirement with risk and cash-flow management in order to make your savings last.

10/12/2015 | 8:34 AM  Living off of current yields is just one way to extract the cash flow you need, as Morningstar's Christine Benz explains.

09/12/2015 | 3:50 PM  Getting this calculation right can help ensure that you keep up with cost-of-living increases but don't outlive your savings.

13/11/2015 | 8:20 AM  Getting the asset allocation mix right is now more important than ever if SMSFs are to continue their winning performance well into the future.

27/10/2015 | 7:21 AM  There are only two types of trustee structure available for SMSFs but it is still crucial that trustees consider a number of issues when deciding which structure to use.

22/10/2015 | 7:35 AM  As with almost every aspect of the administration of an SMSF, it is crucial to check the trust deed and then follow it to the letter as comprehensively as possible.

21/10/2015 | 9:15 AM  While there are "anecdotal concerns" regarding borrowing in superannuation, the government will not ban limited recourse borrowing arrangements.

14/10/2015 | 7:32 AM  Focusing on a country's or a stock's situation is worthless without comparing it to others and to itself in the past and the future.

13/10/2015 | 7:14 AM  In life, we usually achieve a better outcome with a plan. It's the same with our super nest egg, according to the SMSF Association.

01/10/2015 | 3:43 PM  Bad behaviour before and in retirement can take a major hit to your savings. We outline the pitfalls to avoid if you want to maximise your pension pot.

24/09/2015 | 10:29 AM  Applying the Morningstar Economic Moat Rating, having a well-considered investment strategy and keeping a healthy cash balance will help ensure the continuing outperformance of SMSFs.

15/09/2015 | 7:58 AM  Superannuation specialist Kathy Evans provides a checklist of what is allowed under the government's concessional and non-concessional contribution limits.

10/09/2015 | 8:13 AM  Investors often run the risk of making emotional decisions in the heat of the moment - decisions they later regret. Here are three key things investors need to remember in order to avoid this.

04/09/2015 | 7:52 AM  Despite the recent market swings, retirees can still exercise some control by doing simple things like checking cash reserves and spending levels.

06/08/2015 | 9:12 AM  There are a number of common but "surprising" compliance issues that trustees still grapple with, says the ATO's Mary Simmons.

30/07/2015 | 7:27 AM  SMSFs are looking to move into assets that are inherently more risky in a bid to achieve better returns than those offered by current cash rates.

09/07/2015 | 8:39 AM  Accurium's Melanie Dunn explains how new legislation that removes the double taxation on excess non-concessional contributions will impact trustees.

25/06/2015 | 8:13 AM  Three financial advisers each give some top tips on deferring tax and the benefits of each strategy.

24/06/2015 | 8:30 AM  Accurium SMSF technical services manager Melanie Dunn discusses three factors trustees should be aware of as they move from the accumulation to the retirement phase.

24/06/2015 | 6:43 AM  While it can be "taxing," the end of financial year is a time for investors to remember those deductions they can make in order to reduce their taxable income.

23/06/2015 | 7:35 AM  Around 326,000 part-age pensioners are likely to have their entitlements either reduced or lost from 1 January 2017 due to proposed changes to the pension asset-test thresholds.

22/06/2015 | 7:37 AM  Understanding what you could do before and after 30 June 2015 can provide the icing on the cake for employees, investors and those in small business.

04/06/2015 | 10:37 AM  There are several common habits to be found among successful investors, as illustrated by Morningstar's Christine Benz and Adam Zoll.

29/05/2015 | 8:23 AM  Amid reports of property spruikers trapping ill-advised investors in SMSF structures, such funds could see their property borrowing rights restricted.

22/05/2015 | 12:06 PM  Australia's record-low interest rates have hit retirees hard, and with rates forecast to fall even further, retirees need to look at ways of protecting their income.



Safe withdrawal rates for retirees Pitfalls of investing for retirement 4 retiree to-dos in a turbulent market
Safe withdrawal rates for retirees Pitfalls of investing for retirement 4 retiree to-dos in a turbulent market

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