Earlier access to super a key benefit of transition to retirement income stream

by John Wasiliev   19 Oct 2017  Australian Financial Review One of the strategic changes to superannuation rules from July 1 was the loss by a transition to retirement income stream (TRIS) not in retirement phase of its entitlement to tax-free investment earnings, a concession that is now restricted to retirement phase pensions. Given a widely-held claim that…

Where there’s a will

Noel Whittaker  Sunday Times  17 Sept 2017 People’s attitudes to money are amazing. They’ll spend most of their lives working for it, worrying about it, and fighting over it, yet many won’t give more than a passing thought to what will happen to it when they die. Nearly 50 percent of people die without a…