Monthly Archives: November 2013

NEWS – Statistics show we are living longer – and we need to prepare for 21 yrs (men) and 24 yrs (women) retirement

Malavika Santhebennur of Money Management reports recent statistics that shows men need to prepare for 21 years retirement, and women 24 years, with one third of current 65 year-olds expected to live beyond 90.   “Australians need to prepare for … Continue reading

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Masterclass – SMSF – Acceptance of Rollover & Contributions – New Standards?

Part of the new Super Stream measures, commencing 2013, require super funds to follow standards for electronic service and payments concerning rollovers and contributions, detailed in the Superannuation Industry (Supervision) Amendment Regulation 2012 (No 5) and Superannuation Data and Payment … Continue reading

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CASE STUDY – Having finally sold the business, James and Mary were ready to finalise retirement preparation

  WHERE he was at – James had worked hard at his business. There had been good and bad and very tight times over 50 years. He’d seen several economic down turns and watched business clients come and go, sometimes … Continue reading

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