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Investors Voice Category: Retirement

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Retirement • Wealth
4 months ago
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Investors regaining confidence in retirement wealth

Australians are regaining confidence in their retirement wealth after the economic impacts of COVID and are more certain about when they can retire.
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Retirement • Investing • Financial Planning
6 months ago
blindspots

Four retirement planning blind spots to avoid

This financial year, investors face a difficult and turbulent time, with rate hikes and cost-of-living pressures forcing many to reconsider their retirement date or adjust their long-term financial plans.
By Helen Baker*
1 0
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Superannuation • Market outlook • Retirement • Savings
9 months ago
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Super changes you need to know about

Several super changes are set to take effect from 1 July 2022. In this article, lawyer Shane Ellis highlights opportunities arising from changes.
By Shane Ellis*
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Retirement • Financial Planning • Australia
10 months ago
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Retirement affordability: 4 in 10 over 50s plagued by worry

With the cost of living soaring and the inflation rate hovering at around 5. 1%, many older Australians are struggling to make ends meet.
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Retirement • Superannuation • Financial Planning
11 months ago
retirement

Five retirement planning pitfalls to avoid

The Australian Research Council linkage project is testing whether the provision of a complete retirement planning model – offering career, health and financial guidance - will result in better retirement...
1 0
Superannuation • APRA • Retirement
19 months ago
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My super fund just failed the APRA performance test. What’s next?

Thirteen of Australia’s 80 closely-regulated MySuper superannuation funds have failed the APRA performance test. There’s a fair chance you are among the one million people in them.
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Retirement • Superannuation
19 months ago
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Ensuring all retirees find a suitable retirement solution - Part 2

Part 1 of this article covered the retirement income covenant (RIC), where it seems to be headed, different kinds of retirees and some implications for how a super fund might cater for each type of retiree.
By Geoff Warren and David Bell*
1 0
Superannuation • Retirement
22 months ago
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Reduced super minimum drawdown rate extended

The Australian government has announced an extension of the temporary reduction in superannuation minimum drawdown rates to 30 June 2022.
By Staff Writer
1 1
Superannuation • SMSF • Retirement
23 months ago
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Budget 2021-22 and superannuation changes

The 2021-22 budget includes significant superannuation reforms, including changes to the work test, downsizer contribution and pension loans scheme (PLS).
By Staff Writer
5 2
Retirement • Financial Planning • Exclusive Member Content
23 months ago
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What is the FIRE movement and is it right for you?

The (financial independence, retire early) FIRE movement is gathering momentum around the world. This article highlights three steps to achieve FIRE and points out some common mistakes that most Australians make that are inadvertently anti FIRE.
By Adam Leigh*
1 2
Superannuation • SMSF • Retirement
2 years ago
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Indexation – transfer balance cap and contributions

There has been a lot of interest and discussions relating to indexation over the past few months.
By Anthony Cullen SuperConcepts
1 0
Retirement • SMSF • Financial Advice
3 years ago
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SAPTO or Do You Really Need An SMSF?

It is well known that any money withdrawn from superannuation after age 60 is tax-free. What is less well-known is that a couple over the age of 65 can earn $57,948 outside super and also pay no tax.
By Jon Kalkman
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SMSF • Retirement • Financial Planning
4 years ago
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Ageing Your Way

Aged care today means many things; from low-level intermittent assistance with gardening and cleaning the house, to integrated home care packages that combine clinical care, personal care and domestic support in the home.
By Louise Biti
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Retirement • Financial Planning
4 years ago
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The Cost of Aged Care in Retirement

Based on figures from the Australian Institute of Health and Welfare you should plan for approximately 17-25% of your retirement years to be “care years”.
By Louise Biti
0 0

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Lucy PercyFive variations to a testamentary trust for you to consider

Testamentary trusts are important to consider in estate planning. They can only be created by being included in a Will prior to death (it’s either in there or not, there are no second chances to add it in later).

Last year the AIA worked with lawyer, Lucy Percy of Head & Heart Estate Planning who delivered a series of articles and a webinar on estate planning and testamentary trusts which was exclusive to members.

Subscribe to our newsletter now and find out the five variations to a testamentary trust Percy suggested that you might like to consider.

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