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The ATO Commissioner called large super balances "accidents of history" but the industry has rolled over on a $5 million cap. Wealth compounds remarkably over decades and long-term saving should be encouraged.
A mid-pandemic survey of over 1,000 people near or in retirement found three in four are not confident how long their money will last. Only 18% felt their money was safe during a strong economic downturn.
A new survey of over 1,000 people near or in retirement found three in four are not confident how long their money will last. Only 18% felt their money was safe during a strong economic downturn.
Retirees with between $300,000 and $800,000 in assets face complex questions on the interplay between how to spend their money, the age pension assets test, the taper rate and their longevity.
To mark his 80th, we publish a Noel classic plus his timeless commandments for retiree wealth, based on decades of advising clients, writing bestsellers and reaching millions of people every week.
The 1 July 2017 changes have caused huge shifts in SMSF assets out of pension mode, and Labor's proposed franking credit refunds policy is a further hit to self-funded retirees.
Noel Whittaker shares his 20 Commandments of wealth management after decades of advising clients, writing bestselling books and reaching millions of people every week on radio and television.
The majority of Australians using negative gearing earn less than $80,000 a year, and it's part of a long term wealth creation strategy that should be encouraged, especially with such uncertainty about pensions and super.
It’s no surprise that the Intergenerational Report predicts an increase in the number of people retiring over the next decade as well as years spent in retirement. It’s a challenge for any government now and to come.