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RETIREMENT POLICY News & Analysis

The challenges of retirement aren’t just financial
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...
James Gruber | 11 April 2024
Why our financial abilities peak at age 53
Personal Finance
Why our financial abilities peak at age 53
How age impacts our decision making and what to do about it. 
James Gruber | 05 March 2024
SMSFs, negative earnings and the $3m tax on super
Retirement
SMSFs, negative earnings and the $3m tax on super
There’s no good news in the draft legislation for 'Division 296 tax', the new name for the tax on super over $3 million. These worked examples...
Meg Heffron | 24 October 2023
What the Federal Budget means for retirees
Retirement
What the Federal Budget means for retirees
The budget includes cost-of-living support for retirees yet indicates the Government won't change the way it calculates the new super tax.
James Gruber | 10 May 2023
SMSF rule changes are coming in 2022: What to expect
Retirement
SMSF rule changes are coming in 2022: What to expect
While the upcoming federal budget may bring yet more changes for SMSFs, here are some of those already in the pipeline for 2022.
Anthony Fensom | 21 March 2022
Franking credits, boomer blaming and the generational divide: Editor's Views
Retirement
Franking credits, boomer blaming and the generational divide: Editor's Views
Labor has laid down its arms but the generational retirement wars are just beginning.
Emma Rapaport | 30 July 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