Investors Voice Category: Retirement
4 months ago
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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6 months ago
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.
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9 months ago
Several super changes are set to take effect from 1 July 2022. In this article, lawyer Shane Ellis highlights opportunities arising from changes.
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10 months ago
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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11 months ago
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...
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19 months ago
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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19 months ago
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.
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22 months ago
The Australian government has announced an extension of the temporary reduction in superannuation minimum drawdown rates to 30 June 2022.
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23 months ago
The 2021-22 budget includes significant superannuation reforms, including changes to the work test, downsizer contribution and pension loans scheme (PLS).
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23 months ago
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.
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2 years ago
There has been a lot of interest and discussions relating to indexation over the past few months.
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3 years ago
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.
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4 years ago
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.
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4 years ago
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”.
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Five variations to a testamentary trust for you to consider