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Retirement News

retirement
7 key tasks for investors approaching retirement
The late 50s and early 60s are the perfect age for investors to embark on a savings sprint, assess the viability of their portfolio, and build out their stake in safer securities.
retirement

How SMSFs are investing their money

New data shows the number of advised SMSFs is increasing at the expense of self-directed SMSFs. It also suggests more SMSFs are turning to international markets and ETFs to diversify their investment portfolios. 
retirement

18 rules for ageing well

The rules to age successfully include, 'the unexamined life lasts longer', 'change no more than one-eighth of your life at a time', 'nobody is thinking about you', and 'pursue virtue but don’t sweat it'.
retirement

Miss these tax season dates at your peril

When it comes to super, the best time to get ready for EOFY is now. 
retirement

Should you only invest in shares in retirement?

The risks and opportunities of a portfolio heavily weighted to shares in retirement.
retirement

4 steps to calculate how much you need to retire

This step-by-step process can help you estimate the size of the portfolio needed to support your dream retirement.
retirement

The transition to retirement

Even the best retirement plans require revision when confronted by the uncertainties of life
retirement

How much does it really cost to run an SMSF?

Guidance from ASIC previously stated that balances above $500,000 allowed the flat fee administration to make sense. Research now calls for a revision of this threshold to balances over $200,000. 
retirement

How to get a 0% tax rate on super sooner

Savvy investors can use a Transition-to-Retirement account to increase retirement savings and save on tax. 
retirement

What if you don’t have enough to retire?

4 steps to stretch your retirement savings. 
retirement

The 4% rule explained

The safe withdrawal rate is one of the most important components in retirement planning but many people don’t understand the basis of the rule. 
retirement

Why you shouldn't wait until 35 to take your super seriously

A recent Rainmaker study concludes that the best time to start taking super seriously is in your mid-thirties. I don't agree. 
retirement

Preparing for retirement

Preparing your portfolio for retirement can be challenging without a well crafted plan. 
retirement

Is contribution splitting a forgotten strategy?

It's a surprise how rarely we see ‘spouse contribution splitting’ in SMSFs. This type of splitting is a special rule that effectively allows someone to ‘give’ some of their super contributions to their spouse.
retirement

SMSFs continue to thrive

New data shows that more Australians are investing their retirement savings in SMSFs. 
retirement

Is there really a better mousetrap for retirement income?

A new concept in risk pooling is interesting but pricey.
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