The 1 July 2017 changes have caused huge shifts in SMSF assets out of pension mode, and Labor’s proposed franking credit refunds policy is a further hit to self-funded retirees.
Tag Archives | self-funded retirees
Noel Whittaker shares his 20 Commandments of wealth management after decades of advising clients, writing bestselling books and reaching millions of people every week on radio and television.
The majority of Australians using negative gearing earn less than $80,000 a year, and it’s part of a long term wealth creation strategy that should be encouraged, especially with such uncertainty about pensions and super.
It’s no surprise that the Intergenerational Report predicts an increase in the number of people retiring over the next decade as well as years spent in retirement. It’s a challenge for any government now and to come.