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SMSFs give investors the latitude to make big bets with their retirement savings.

With yields at historic lows, older investors are being forced to look beyond traditional sources of income. 

The order of when things happen can be your friend or your foe.

Who knew? With some surprise results, the Government is on unexpected firm ground in asking people to draw on all their assets in retirement.

Labor has laid down its arms but the generational retirement wars are just beginning.

The Government has taken the next step towards encouraging retirees to live off their capital, requiring trustees—even in SMSFs—to offer a retirement income product to protect longevity risk.

But financial planners say investors should be devoting more of their household wealth to equities rather than property to diversity their financial risk.

After a record year, trustees think equity markets still have room to run.

Putting the right steps in place can minimise the risk of costly disputes, writes Anthony Fensom.

Industry experts react to the federal government's major shake up of superannuation policy.

The Government calls 'Your Future Your Super' the most significant reforms since the start of compulsory super. Stapling has benefits and we should remove poor funds, but performance comparisons are difficult. 

A return to normality brings with it an increase in the cost of enjoying a ‘comfortable’ retirement, writes Anthony Fensom.

Take advantage of opportunities and avoid a knock on the door. Here are 25 items to check.

The Budget handed down  this week delivered many welcome changes to superannuation. However, they are subject to legislation and at best, the start date will be 1 July 2022.

The rules around contributions and fund governance are changing.

Many self-funded retirees will outlive their savings as most men and women now aged 65 will survive at least another 20 years. Compare your spending with how much you earn to see how long your money will last.

Several superannuation thresholds will be indexed from 1 July 2021, and it's critical to check the new opportunities to put more into the tax advantages of super. Some of the calculations are tricky, others easy.

Calculating your own inflation rate is better than using a blunt measure like CPI, writes Christine Benz.

We compare different strategies for generating cash flows, from pure total return to income-centric approaches to annuities.

A review can boost your savings and help shield you from oncoming volatility, writes Anthony Fensom.

The solutions to retirement problems are obvious. All we need are 'efficiency' and 'flexibility'. Learn what these two words mean and the future of superannuation policy is clear. Just don't tell Paul Keating.

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Video

One of the most underappreciated dangers of investing Should the home affect Age Pension eligibility? There’s more to running an SMSF than paperwork and penalties
One of the most underappreciated dangers of investing Should the home affect Age Pension eligibility? There’s more to running an SMSF than paperwork and penalties
 
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