Retirement Articles

Showing 1 to 10 of 74 articles:
Stuart Sheary
STUART SHEARY  |  FRIDAY, 8 MAR 2024
A mounts in a superannuation fund are generally protected from being included in the estate of a bankrupt. However, the trustees of a bankrupt's estate can recover superannuation contributions made prior to bankruptcy if they have been made to defeat ... Read more
Bryan Ashenden
BRYAN ASHENDEN  |  FRIDAY, 8 DEC 2023
Defined benefit interests are difficult to value in accumulation phase, as final benefits depend on length of service, final salary and other factors. Defined benefit income streams have commutation restrictions imposed by legislation and quite often ... Read more
Luke Hooper
LUKE HOOPER , GEORGIA BRADLEY  |  FRIDAY, 15 SEP 2023
In July this year, ASIC and APRA released a report reminding superannuation funds that the time is now to focus on retirement strategies and consider how to best assist retirees in accessing and using the benefits available to them to make the most ... Read more
Rudy Haddad
RUDY HADDAD  |  FRIDAY, 4 AUG 2023
This paper identifies types of concessional contributions, outlines some of the associated tips and traps, explains how the carry-forward provisions work and combines these learnings into four case studies. Read more
Melinda Howes
MELINDA HOWES , MICHAEL DERMODY  |  FRIDAY, 14 JUL 2023
While you may think that change to Australia's retirement income system will continue to be sporadic, with new product momentum slow to build, KPMG expects 2023 to be an inflection point for retirement incomes and has identified seven drivers that will ... Read more
Simon Brinsmead
SIMON BRINSMEAD , MEHER EDIBAM  |  FRIDAY, 5 MAY 2023
This paper discusses the learnings and differences between each country's pension system and explores some of the current thinking around developing fit-for-purpose retirement income solutions. Read more
David Orford
JIM HENNINGTON , DAVID ORFORD  |  FRIDAY, 14 APR 2023
Under the Retirement Income Covenant (RIC), superannuation trustees are required to develop strategies to assist members to achieve and balance three core objectives: maximising retirement income; managing risks; providing access to capital. Read more
Plan For Life
PLAN FOR LIFE  |  FRIDAY, 17 MAR 2023
Following the commencement of the Retirement Income Covenant from 1 July 2022, registrable superannuation entities licensees have published summaries of their retirement income strategies on the internet. Read more
Fidelity International
FIDELITY INTERNATIONAL  |  FRIDAY, 24 FEB 2023
China is developing a new 'third pillar' superannuation scheme to support its ageing population, one that could reshape both ordinary people's retirement plans and the country's asset management industry. Read more
John Perri
JOHN PERRI  |  FRIDAY, 10 FEB 2023
Whether you are still working, or have already retired, the rules around superannuation contributions, accessing superannuation and things like Age Pension eligibility ramp up once you hit your 60s and 70s. Read more
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