Author Archives for wybenga_admin

High interest and inflation can pay dividends for SMSFs

July 18, 2023 12:00 am Published by Comments Off on High interest and inflation can pay dividends for SMSFs

While much of investors’ attention is naturally aimed towards the impact on mortgage repayments, higher rates are opening massive opportunities for retirees in term deposits, bonds and lower-risk assets, says the director of a leading wealth management firm.


Tax alert warning could catch more in the ATO web

July 8, 2023 12:00 am Published by Comments Off on Tax alert warning could catch more in the ATO web

It’s not just SMSF trustees that may be caught under the tax alert issued last week in regards to property and arms’ length dealings, warns a specialist SMSF legal expert.


The keys to high retirement confidence

June 23, 2023 12:00 am Published by Comments Off on The keys to high retirement confidence

Are you retirement ready? Our inaugural How Australia Retires study has uncovered some common themes that make Australians highly confident about their retirement.


Banking on the Age Pension

June 21, 2023 12:00 am Published by Comments Off on Banking on the Age Pension

The ranks of Australians receiving the Age Pension are increasing. It’s important to understand who is eligible and its role in retirement planning.


Inflation drives the cost of retirement to a record high

June 18, 2023 12:00 am Published by Comments Off on Inflation drives the cost of retirement to a record high

Self-funded retirees are the hardest hit by the increasing rise in inflation and cost-of-living according to the latest research from Association of Super Funds Australia.


Legislation changes give market-linked pensions better outcome

June 13, 2023 12:00 am Published by Comments Off on Legislation changes give market-linked pensions better outcome

There is now more flexibility for SMSF members with market-linked pensions whose balances exceed the transfer balance cap with better tax outcomes and estate-planning options said the managing director of a leading SMSF educational organisation.