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RETIRE News & Analysis

Is contribution splitting a forgotten strategy?
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...
Meg Heffron | 19 February 2024
Are you ready for an SMSF? Here’s the checklist I used
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
Shani Jayamanne | 31 January 2024
Are you ready for an SMSF? Here’s a checklist to find out.
Investing
Are you ready for an SMSF? Here’s a checklist to find out.
Self-managed super funds are increasingly popular but are not right for everyone
Shani Jayamanne | 11 September 2023
What if this turns out to be a terrible time to retire?
Personal Finance
What if this turns out to be a terrible time to retire?
Pre-retirees and new retirees concerned about today's markets can take steps to protect themselves.
Christine Benz | 03 June 2022
A down-market survival guide for pre-retirees
Markets
A down-market survival guide for pre-retirees
If you're within 10 years of retirement, this eight-step review can help you improve your situation--and your peace of mind.
Christine Benz | 24 May 2022
Millennials are making the switch to SMSFs
Retirement
Millennials are making the switch to SMSFs
The younger generation’s drive into SMSFs should give the sector a further growth boost, putting pressure on incumbents to lower fees and...
Anthony Fensom | 19 October 2021
What I learned from my faux-retirement
Personal Finance
What I learned from my faux-retirement
A six-week break from work provides takeaways for retirement ,and the years that will come before.
Christine Benz | 18 July 2021
How long will my retirement savings last?
Retirement
How long will my retirement savings last?
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...
Jon Kalkman | 12 April 2021
Indexation complication! Four changes you need to know
Retirement
Indexation complication! Four changes you need to know
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...
Julie Steed | 07 April 2021
Hume and Frydenberg reset super with two buzz words
Retirement
Hume and Frydenberg reset super with two buzz words
The solutions to retirement problems are obvious. All we need are 'efficiency' and 'flexibility'. Learn what these two words mean and the future of...
Graham Hand | 03 March 2021