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Supporting members with their retirement decisions

BY   |  FRIDAY, 19 APR 2024    2:47PM
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'Unretiring': Why recent retirees want to go back to work

T. ROWE PRICE
When COVID-19 sent the economy into a tailspin in 2020, it resulted in 2.4 million excess retirements, according to research from the Federal Reserve ...

Draft legislation for tax on members with more than $3m in super

HEFFRON SMSF SOLUTIONS
The government has released draft legislation for the proposed new tax. At least it has a name now - "Division 296 tax".

A tap on the shoulder: Prudential Standard CPS 900 - Resolution Planning

HOLDING REDLICH
In May 2023, APRA finalised CPS 900 and released the Prudential Practice Guide CPG 900 - Resolution Planning (CPG 900). CPS 900 is yet to be registered ...

Why 6% is the new 4% in retirement

AMP LIMITED
Conventional wisdom suggests retirees can safeguard their retirement income if they rely on a so called 'golden rule' of four per cent for drawdowns.

Off-the-shelf v customised: what the future holds

ATCHISON CONSULTANTS
The financial advisory industry is at a watershed. Its preference for customised multi-asset portfolios that gives them a direct input into client investment ...

The when and why of four million Australian retirees

COLONIAL FIRST STATE
Older Australians might be feeling their creaky knees, stiff backs and failing eyesight, but one thing they should not feel is neglected by government ...

Private debt is an attractive asset class - some funds are spoiling it for everyone

RIXON CAPITAL
Medium-term forecasts paint a picture of an Australian investment landscape ridden with high inflation and equity market volatility. Private debt funds ...

Why investment bonds should be on advisers' radar

FORESTERS FINANCIAL
The Federal Government's decision to introduce a $3 million cap on super balances above which earnings will be taxed at a higher rate is yet another reminder ...

A pathway for fund members to follow into retirement

CHALLENGER
Investigating the 'what' and 'how' of members' retirement strategies.

How super funds can better help with retirement planning

TOWERS WATSON AUSTRALIA
APRA and ASIC's review of the implementation of the retirement income covenant (RIC) had a clear message: super funds need to do better.