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strong motive for improving the value of your home in the new downsizer rules. Stocksy If you're over a certain age you can access part of your retirement savings before you actually retire, writes John Wasiliev who finds answers for your questions on super. Q: I'm 59...

Using a relatively small proportion of retirement savings to buy a lifetime annuity can be one way to guarantee you can secure your essential spending needs for life. While you may not need as much as this, an annuity can work hand in hand with an...

CGT and the Family Home: Expats and the Foreign Residents Beware  The family home of foreign residents and expats may be taxed if legislation before Parliament is passed by the Senate. If you are a foreign resident living in Australia or an Australian working overseas who owns residential...

If you have a self-managed superannuation fund (SMSF), you need to plan ahead to ensure that it can still keep going if you lost mental capacity due to dementia (or other reasons such as suffering a stroke). Otherwise the fund’s assets and operations could be frozen,...

The number of Australians establishing SMSFs has been rising consistently since an amendment to the Superannuation Industry (Supervision) Act 1993 in 1999 allowed for SMSFs to be controlled by trustees rather than the federal government. The Australian Prudential Regulation Authority’s quarterly statistics from March this year...

Latest research from the mutual shows Australians hoping to live the retirement lifestyle they aspire to will, from age 65, run out of retirement savings after five years. AMP added that with the average life expectancy of Australians now 82.5 years, those who use all of...

Retirement is a touchy subject with many people, but unavoidable given the demographic fact of the burgeoning ranks of Australians heading into this phase of their lives. ­Australia’s is a much-vaunted system, but the reality is it will struggle to give every citizen an adequate...

Fairfax newspapers have been running a series of articles (see here and here) on the collapse of Great Southern and the hardships it has caused, a timely reminder of the perils of mixing debt, investment and tax breaks. Almost every case consists of investors borrowing to invest on...