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Budget Summary 2011 Fees, Alignments and Bias |
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Australia, World Finance and the Economy
Current Publications have a particular focus on the options and opportunities for retirement arising from the global financial crisis - on retiring or commencing a transition to retirement strategy in the years ahead.
RV Publications are available from the Publications section of the website.
Account Based Pensions - 2011/12 and 2012/13 Pension Payments
Lower minimum pension requirements (50% of the statutory minima) were in place for financial years 2009/10 and 2010/11.
For 2011/12 and 2012/13 the minimum pension rate will be 75% of the statutory minimum, with the minimum pension returning to the statutory rate in 2013/14. Thus for 2011/12 and 2012/13 the minimum pension for those aged 55-64 will be 3% p.a. and for those aged 65-74 will be 3.75% p.a.
Retirement Seminar Dates at the AEU Office
Upcoming Seminar dates at the AEU (112 Trenerry Cres. Abbotsford) are-
Saturday 17th March 2012
Tuesday 3rd April 2012 (Holidays)
Saturday 19th May 2012
Tuesday 3rd July 2012 (Holidays)
Saturday 11th August 2012
Tuesday 25th September 2012 (Holidays)
The seminars run from 10:00 am to 12 midday. To book a place at one of our seminars please ring reception at Retirement Victoria on (03) 9820 8088.
Federal Budget 2011
The 2011 Federal Budget was presented by Treasurer Wayne Swan on 10th May 2011. A summary of the Budget's proposals is published in the Current Downloads box on this page. Please contact the RV Office in relation to any issues on which you would like clarification..
Fees, Alignments and Bias
There have been two recent parliamentary inquiries addressing the provision of financial services, including how advice is provided, how products are sold and how advisers and fund managers are remunerated.
In late 2009 RV published an edition of RV Insights which addresses the issues, philosophy and service ethic which underpin RV's process.
A copy is available as a PDF from the box on this page.
Planning for and in Retirement
The changes to super rules over the past four years and recent events in financial markets have not simplified the options for those in retirement or those approaching retirement.
Clients in retirement or approaching retirement face the same set of issues as they have always faced - how to plan effectively to integrate tax rules, superannuation rules, social security/age pension rules and investment to efficiently meet retirement objectives over the short, medium and longer terms.
The recent world financial crisis does not negate the principles which need to be applied for effective long term planning.
The need for appropriate planning has never been greater. It remains central to improving income and capital flexibility in retirement.
