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PENSION PHASE News & Analysis

How to shift into pension mode
Personal Finance
How to shift into pension mode
How do you start accessing your super funds when you stop working, or maybe even before you stop working? This covers the basics, including how to...
Tony Kaye | 14 February 2025
Are you paying tax due to not starting a super pension?
Retirement
Are you paying tax due to not starting a super pension?
Pension payments in super after the age of 60 are tax free and anyone over 65 can switch their super into a pension account even if they do not...
Graham Hand | 23 July 2024
Indexation complication! Four changes you need to know
Retirement
Indexation complication! Four changes you need to know
Several superannuation thresholds will be indexed from 1 July 2021, and it's critical to check the new opportunities to put more into the tax...
Julie Steed | 07 April 2021
Adding kids to your SMSF
Retirement
Adding kids to your SMSF
Mixing money with family can be a recipe for disaster. But there are benefits in adding children to a self-managed super fund, providing it is...
Anthony Fensom | 10 February 2020
Investing basics: 4 steps to set your financial goals
Personal Finance
Investing basics: 4 steps to set your financial goals
Morningstar's Christine Benz calls goals the foundation of every proper investment plan.
Christine Benz | 08 November 2019
Ageing Australia: retirement income and you
Retirement
Ageing Australia: retirement income and you
The ballooning pension bill and fears about rising costs of living risk drowning out the importance of annuities, which can provide a steady income...
Glenn Freeman | 29 July 2019
Weighing up SMSF pension withdrawals
Retirement
Weighing up SMSF pension withdrawals
Having previously discussed how SMSF trustees can position their pension to meet minimum withdrawal requirements, we now turn to those who want...
Melanie Dunn | 08 July 2019
Setting your SMSF pension payments for fiscal 2020
Retirement
Setting your SMSF pension payments for fiscal 2020
With a new financial year upon us, SMSF trustees in pension phase have some decisions to make about how much they draw down and from which accounts,...
Melanie Dunn | 04 July 2019
Switching up your SMSF for income
Retirement
Switching up your SMSF for income
There are still considerable benefits when switching your SMSF to drawdown phase, despite the complexities and potential political changes ahead,...
Glenn Freeman | 08 November 2018
Challenger well placed to profit from Australia's retirees
Stocks
Challenger well placed to profit from Australia's retirees
Good results and demographics have put Challenger in a strong position to take advantage of Australia's fast-growing post-retirement sector.
Emma Rapaport | 24 October 2018