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Supporting members with their retirement decisions

BY   |  FRIDAY, 19 APR 2024    2:47PM
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Supreme Court clarifies applicability of NSW Crimes Act provision to successor fund transfers

HOLDING REDLICH
The NSW Supreme Court recently handed down judgment finding that section 249E(2) of the Crimes Act 1900 (NSW) (NSW Crimes Act) has no application to the ...

Flexible access to housing, funding and care, not new taxes, is the way to meet the Aged Care funding gap

HOUSEHOLD CAPITAL
Often overlooked in the policy debate on ageing, Australian seniors enjoy high quality housing - the family home - where the vast majority of retirees ...

Insurance and super: green shoots

TOWERS WATSON AUSTRALIA
Group insurance rate renewals may offer some superannuation funds an opportunity to offer reduced premiums to members and consider broader insurance priorities.

Superannuation reform: How allowing charitable organisations to be named as a beneficiary will be a philanthropic game-changer

SAGE SUCCESSION LAW
Recently the Australian Federal Government undertook a comprehensive evaluation of financial advice and superannuation systems with the intention of enhancing ...

Designing a simple path to achieving retirement income objectives

CHALLENGER
This article looks at asset and liability management (ALM), and how it can be applied to a portfolio to balance income stability and longevity protection ...

2023's investor reality check

RAINMAKER INFORMATION
The latest ASX Australian Investor Study has just been released and the survey of 5,500 Australian adults is a terrific investment market reality check.

Is private credit the next megatrend in Australia?

MSQUARED CAPITAL
In a world where economic uncertainties loom and traditional investments face volatility, it is imperative to explore new avenues that offer superior ...

Performance test tweaks are a step in the right direction

FUTURE SUPER FUND
The Hon Stephen Jones MP recently announced a series of changes to the Your Future, Your Super performance test. These changes are positive, and it's ...

Gender super gap narrows for SMSFs

CLASS
Females are closing the gender gap with retirement savings and this trend could continue as women's participation in the workforce hits record high levels ...

Access super under TPD

HEFFRON CONSULTING
Are medical certificates always necessary when an SMSF member accesses their super under the permanent incapacity condition of release?