retirement income
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How new ‘best practice principles’ could improve your retirement income
UpdatedTreasury wants super funds to offer better lifetime income, tools and guidance for retirees. The principles are voluntary, but hard to ignore.
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Tax returns in retirement: Do I need to lodge one?
UpdatedIf you receive assessable income in retirement, you need to lodge a tax return. Even if you don’t, you may need to lodge a non-lodgment form. Confused? Read on.
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How long does my super need to last in retirement?
UpdatedMost people think about retirement planning in terms of savings and income — but there’s one crucial question that doesn’t get enough attention: ‘How long will your retirement actually last?’
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Webinar: Super decisions at retirement: Income stream, lump sum, accumulation or a mix?
UpdatedRetirement brings some big decisions, and it’s difficult to know what’s right for you. In this webinar we look at all the options and their consequences, including tax and Centrelink implications, plus products that guarantee income for life.
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Case study: Combining new retirement products to maximise retirement income
UpdatedThis case study illustrates how product combinations that include an innovative retirement income product can deliver superior outcomes that align with a retiree’s unique retirement objectives, risk preferences and circumstances.
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Managing retirement income with a bucket strategy
UpdatedManaging competing investment priorities in retirement is a challenge but a bucket strategy could tip the balance in your favour.
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What the new Retirement Income Covenant means for you
UpdatedFrom 1 July, super funds are required to provide a retirement income strategy to members, but you may need to search for it.
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Key observations from the Retirement Income Review
UpdatedIt’s quite a challenge to succinctly summarise the 233,117 words of the Retirement Income Review, and the report itself will be dwarfed by the coverage it receives in the coming weeks, months and years.
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How can you plan your income needs in retirement?
UpdatedHow to plan your income in retirement can be one of the most confusing aspects of retirement planning. In this video members of the Profession of Independent Financial Advisers provide some insights into how they approach it.
