Work test exempt contributions (aka ‘last drinks contributions’) details now released

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In the 2018 May Budget, the Government announced the proposal to allow individuals who are recent retirees and who have attained age 65, to make last chance voluntary contributions by... Read more continue reading

Voluntary super contributions ease

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Voluntary superannuation contributions have eased slightly after approaching record highs as super members appeared to take a breather after riding the bull market of recent years. The latest data from... Read more continue reading

Local Government Super adds to responsible investment credentials with highest GRESB score to date

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Local Government Super (LGS) has further cemented its position as a leader in responsible investment, receiving a 5-star rating and an overall score of 85/100 from the Global Real Estate... Read more continue reading

State Street Global Advisors defines the formula for retirement happiness

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State Street Global Advisors, the asset management arm of State Street Corporation (NYSE: STT), has announced that it has defined a ‘formula for retirement happiness.’ In a new research paper,... Read more continue reading

Don’t panic! What superannuation is teaching the post-GFC world

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Ten years since the collapse of US investment bank Lehman Brothers, Australia’s superannuation funds have accumulated over $1 trillion in retirement savings, providing a windfall for members prepared to take... Read more continue reading

Excess transfer balance determinations now being issued by ATO

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The ATO determines whether a taxpayer has exceeded the transfer balance limit of $1.6m and if a taxpayer has exceeded the $1.6m limit, the ATO must issue an excess transfer... Read more continue reading

Australia ranked 6th globally for retirement outcomes in 2018 Natixis Global Retirement Index

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Australian retirees’ wellbeing is again ranked 6th in the world for the third year running, according to new research from Natixis Investment Managers. Australia’s ranking is largely attributed to an... Read more continue reading

UniSuper reduces admin fee to boost retirement savings of casual and young members

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UniSuper, the $72 billion super fund for the higher education and research sector, has announced a significant reduction in its annual administration fee, further lowering the cost of superannuation for over... Read more continue reading

Life after accumulation: Vanguard launches suite of retirement research

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Vanguard has launched a new suite of research aimed at helping Australians plan for a comfortable retirement. Vanguard’s Investment Strategy Group has developed tools which can assist investors and their... Read more continue reading

Research shows falling retirement spend driven by behaviour, not declining income

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Does spending decline dramatically through retirement due to declining assets balances? Can individuals predict their retirement spending based on pre-retirement income? New analysis by Milliman suggests that retirees’ age is... Read more continue reading