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Retirement News

retirement
Are you ready for an SMSF? Here’s the checklist I used
Self-managed super funds are increasingly popular but are not right for everyone
retirement

$3 million super tax coming whether we’re ready or not

A Senate Committee reported back last week with a majority recommendation to pass the $3 million super tax unaltered. It seems that the tax is coming, and this is what those affected should be doing now to prepare for it.
retirement

How retiree spending plummets as we age

There's been little debate on how spending changes as people progress through retirement. Yet, it's a critical issue as it can have a significant impact on the level of savings required at the point of retirement.
retirement

How much does it really cost to run an SMSF?

Use our free calculator to compare the cost against an industry or retail super fund
retirement

What if you don’t have enough to retire?

4 steps to stretch your retirement savings. 
retirement

Noel Whittaker’s key tips for estate planning

Morningstar’s James Gruber caught up with Whittaker to discuss his new book, Wills, death & taxes made simple.
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

The ultimate superannuation EOFY checklist 2024

We're nearing the end of the financial year and it's time for SMSFs and other super funds to make the most of the strategies available to them. Here's a 24-point checklist of the most important issues to address.
retirement

What to do for an SMSF when the first member of a couple dies

The surviving spouse has a lot to think about when a member of an SMSF dies. While it pays to understand the options quickly, often they’re best served by moving a little more slowly before making final decisions.
retirement

Vanguard vs. AustralianSuper: How they compare

Vanguard's superannuation offering has recently lowered fees to go head-to-head with the large superannuation funds, but will it really be able to compete?
retirement

The three elements of a successful transition to retirement

Transitioning to retirement can be a perilous time for investors. A plan helps and here is mine. 
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

10 reasons owning your home beats super in retirement

Since the introduction of compulsory super, the industry has pushed its members to put as much as possible into super. It has been a disservice to anyone entering retirement who could have owned a home instead.
retirement

The challenges of retirement aren’t just financial

Debates about retirement tend to focus on the financial aspects: income, tax, estates, wills, and the like. Less attention is paid to the psychological challenges of retirement, which can often be more demanding.
retirement

30-year chart is pointer to retirement outcomes

A healthy couple entering retirement can expect at least one of them to live for 30 more years. What do the 30-year asset performance charts say about returns, ignoring the pessimism that the future will be worse?
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.
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