The new rules that govern when a transition to retirement income stream (‘TRIS’) enters retirement phase give rise to a number of complex issues in the context of reversionary nominations... read more →
Ask any woman juggling career, home and family and she’ll tell you it’s a hard slog. Yet as retirement looms, dreams of enjoying the rewards of all that work are... read more →
New APRA guidance confirms retirement for members who reach 60 and cease one of two jobs Introduction The Australian Prudential Regulation Authority (‘APRA’) has just updated its Superannuation Prudential Practice... read more →
If 50 really is the new 40, then life has just begun. The kids are gaining independence or may have left home, and the mortgage could be a thing... read more →
Life in your 50's is great. You don’t have a huge mortgage, the kids have grown up and are not as dependent on you, your career has progressed… So what... read more →
The ATO has recently released self managed superannuation fund determination SMSFD 2014/1. SMSFD 2014/1 builds on taxation ruling TR 2013/5 and SMSFD 2013/2 and provides some important insights regarding the... read more →
Self-managed superannuation funds (SMSFs) open up a whole new world of investment opportunities for your retirement savings, including direct property. But what if you simply don't have enough money in... read more →
Australian Retirement System No Longer 2nd Place in World According to the Mercer Global Pension Index 2010, Australia has fallen from second to fourth place in the world’s most efficient... read more →