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Notice - Account Based Pensions Budget Summary 2010 Fees, Alignments and Bias |
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Australia, World Finance and the Economy
The 2009\10 Edition of the AEU Guide to Retirement was forwarded to all RV Clients during May 2009. A particular focus is 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 - 2010/11Pension Payments
The Federal Government announced on 30th June 2010 that it had revised its decision to return to normal levels for minumum payments from Account Based Pensions (Allocated Pensions) for 2010/2011. The lower minimum pension requirements that have been in place for the past two financial years will now be extended for 2010/11. The late decision and its immediate implications are discussed in a Special Notice to Clients which appears as a PDF in the box on this page. Please contact the RV Office in relation to any issues on which you would like clarification..
Retirement Seminar Dates at the AEU Office
Upcoming Seminar dates at the AEU (112 Trenerry Cres. Abbotsford) are-
Saturday 14th August at 10.00 a.m.
Tuesday 28th September at 10.00 a.m. (T3 School Holidays)
The seminars run from 10.00 a.m. to 12.00 midday. To book a place at one of these seminars please email Rhonda Webleyat the AEU.
Federal Budget 2010
The 2010 Federal Budget was presented by Treasurer Wayne Swan on 11th May 2010. Aspects of it have been addressed in RV Client News -Winter Edition 2010 . An extended summary of the Budget's proposals is published as a PDF in the 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.
RV recently 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 three 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.
