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$3M super cap to affect 1 in 3 SMSF advice clients: Investment Trends

Approximately a third of SMSF holders under advice will be hurt by the new cap on discounted superannuation balances, the researcher says. A bump in the TBC cap will help some, but add to complexity for advisers.

Tahn Sharpe | 16th Jun 2023 | More
‘Setting a new standard’: Younger Australians expect earlier retirement, higher income

Younger Australians expect to retire earlier, and earn more in retirement, than older generations even as they redefine the traditional path to retirement by taking more career breaks, new Vanguard research shows – and these ambitious expectations may not be “aligning to reality”.

Tahn Sharpe | 12th May 2023 | More
  • ‘Hivemind’ approach key to SMSF planning as retirement nears

    A key consideration for SMSF members is how their retirement will impact their fund’s investment strategy. To navigate these tricky waters, members must plan around long-term needs, and input from experts can help prevent costly mistakes, according to Accurium principal Melanie Dunn.

    Lisa Uhlman | 1st Feb 2023 | More
    Australians expect $200K retirement savings gap as FORO concerns grow

    Higher rates and the cost of living, on top of global events, have contributed to increased Fear Of Running Out across the country. Yet the level of concern may be relatively unfounded, AMP reports.

    Tahn Sharpe | 5th Oct 2022 | More
  • Australia surges up retirement security ranks

    By holding ground in areas such as quality of life, material well-being, finances and health while other countries fell back, Australia moved up two spots to 5th on the latest Natixis Global Retirement Index.

    Tahn Sharpe | 21st Sep 2022 | More
    Super fees climb with age, but devil is in the detail

    There are a range of factors that will determine the fees a member will pay. The difference could have a dramatic effect on the final balance of a retiree’s nest egg.

    Nicki Bourlioufas | 16th Sep 2022 | More
    Australian Super cuts fees

    The country’s largest super fund, Australian Super, has announced a new fee structure aimed at reducing member costs by $300 million this year, following what has been a busy year for consolidation in the industry.

    Ishan Dan | 22nd Jun 2022 | More
    House price weakness may limit rate rises

    The central bank expects house price growth to ease this year and house prices are already falling in Sydney and Melbourne; economists expect that price weakness will spread to other cities, which may limit the number of official interest rate rises this year that are needed to tame inflation. According to the Reserve Bank of…

    Nicki Bourlioufas | 3rd Jun 2022 | More
    Superannuation returns hit by volatility 

    A bounce in share markets in March supported superannuation fund performance in the first quarter of 2022. However, with inflation concerns mounting, global share markets remain volatile, including the hard US share market, which is likely to dent superannuation returns for the current financial year.  Superannuation research house SuperRatings found the median balanced option rose…

    Nicki Bourlioufas | 29th Apr 2022 | More
  • Minimum pension reduction offers opportunity for growth

    Among the Federal Budget proposals that received the least fanfare was the extension of the ‘temporary’ relief on the minimum drawdowns for account-based pensions. Whilst the media attention on the legislative change immediately highlights the fact that it benefits the wealthy more than the rest, it affords an entire generation of Australians greater flexibility. Few…

    Drew Meredith | 6th Apr 2022 | More
    Why bailing out could cost you your retirement

    Whilst global sharemarkets have recovered much of the ground lost due to the Ukraine crisis, US Federal Reserve moves and surging energy costs, there is a general feeling that equities remain on the precipice of a bear market or extended correction. Whether it is our inherent pessimism towards markets, or simply tiring of one of…

    Drew Meredith | 30th Mar 2022 | More
    The biggest contribution changes in a decade

    Both houses of Parliament quietly passed what may well be the biggest changes to super contribution rules in a decade. With the Treasury Laws Amendment Bill only awaiting Royal Assent (that is, from the Governor-General, which is a mere formality), 2022 will see retirees and soon-to-be retirees provided with significantly greater flexibility in putting additional…

    Drew Meredith | 9th Mar 2022 | More