Retirement

We all look forward to a comfortable retirement but how do we achieve this goal? It may become more urgent as we get older but planning for requirement is an important consideration at any age. Developing the right plan for yourself and making sure that there is a good diversity in your investments can make a critical difference in ensuring you have the retirement you deserve.

Saving
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Operating issues associated with a SMSF

By Wealth Know How in Retirement

This video looks at some of the serious issues in operating a SMSF. There are many complicated legal and compliance matters to be considered and James Dunn provides an easy to understand overview on just what are the important matters for you to consider. You may have a lot more control over your investment strategy but it always helps to have the right expertise and advice.

Watch Video for Free Now! 01:53
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Your legal obligations when running a SMSF

By Wealth Know How in Retirement

This video looks at the duties, obligations and responsibilities for running a SMSF. James Dunn will walk you through some key legal considerations to keep in mind for your SMSF and sounds a warning about the risks of not complying. He also explains how important it is to have a well-defined investment strategy that covers all the bases and must be reviewed regularly.

Watch Video for Free Now! 02:17
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What is a SMSF?

By Wealth Know How in Retirement

What is a SMSF? James Dunn starts with the basics and explains in an easy to understand way just what is a SMSF? Understanding the role of a SMSF and how it might suit your investment strategy is the first step in making one of the most important decisions of your life.

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SMSF
Watch Video for Free Now! 01:44
Thumb_1391820585colourful-jigsaw-play
Operating issues associated with a SMSF

By Wealth Know How in Retirement

This video looks at some of the serious issues in operating a SMSF. There are many complicated legal and compliance matters to be considered and James Dunn provides an easy to understand overview on just what are the important matters for you to consider. You may have a lot more control over your investment strategy but it always helps to have the right expertise and advice.

Watch Video for Free Now! 01:53
Thumb_1391820553jigsaw-play
Your legal obligations when running a SMSF

By Wealth Know How in Retirement

This video looks at the duties, obligations and responsibilities for running a SMSF. James Dunn will walk you through some key legal considerations to keep in mind for your SMSF and sounds a warning about the risks of not complying. He also explains how important it is to have a well-defined investment strategy that covers all the bases and must be reviewed regularly.

Watch Video for Free Now! 02:17
Thumb_1391820642row-of-light-bulbs-play
What is a SMSF?

By Wealth Know How in Retirement

What is a SMSF? James Dunn starts with the basics and explains in an easy to understand way just what is a SMSF? Understanding the role of a SMSF and how it might suit your investment strategy is the first step in making one of the most important decisions of your life.

see more

Transition to retirement
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The benefits of transition to retirement

By Wealth Know How in Retirement

The essential benefit of the TTR rules is that you don’t have to retire to withdraw your super benefits. You can work part-time or full-time – or even casually – while getting an income stream from your super.
A TTR pension can significantly boost your super savings, while giving you some access to your super benefit currently from age 55. If that sounds like a contradiction in terms, the beauty of the strategy is that you can reduce your work hours and supplement your income from your super through a regular income stream from a pension account, or maintain your work hours, get access to a pension income stream and salary-sacrifice more into your super. 

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Setting up a transition to retirement pension

By Wealth Know How in Retirement

Before you set up a transition to retirement pension, you need to consider if this type of income stream is right for you and how it fits with your work and super plans.
You’ll need to check your fund type: TTR pensions are only available for members of accumulation super funds. If you’re in a defined benefit fund, you cannot access a TTR pension. If you run a self-managed super fund (SMSF) you can set up a TTR pension, but your pension account must be separate from the super account that accepts contributions.

Watch Video for Free Now! 02:18
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Transition to retirement

By Wealth Know How in Retirement

At what age a person retires is always going to be an individual decision. There is no set retirement age in Australia. Some jobs and industries have a set age when employees must retire. Most income-earners begin their retirement process in their 60s. In 2005 the Australian government brought in a set of rules called transition-to-retirement (TTR), which enables people to start drawing down some of their super benefits while still working. Under transition-to-retirement, people aged 55 or over can start to get access to their super benefits in the form of a pension (income stream) without retiring or satisfying an additional condition of release.