Retirement

As more and more Australians move into retirement, understanding the ever-changing complexities and demands of providing advice for clients at this life stage is increasingly important. These retirement resources aim to help you meet your clients’ evolving retirement needs.

An outline of what is assessed in the assets test and income test. All assets that the client has are assessable under the assets test.
Technical resource
Setting a tax strategy for your clients before they start their TtR pension is an important step in helping them increase both their savings and their super.
Article
Documenting granny flat arrangements can protect the interests of elder relatives. However, there may be tax, estate planning and other consequences.
Technical resource
There are special rules for granny flat arrangements that may prevent the deprivation rules from applying. However they must satisfy a range of requirements.
Technical resource

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Information current as at September 2019.

This communication has been prepared for use by advisers only.  It must not be made available to any client and any information in it must not be communicated to any client.  This document provides an overview or summary only and it should not be considered a comprehensive statement on any matter or relied upon as such.

This information does not take into account your personal objectives, financial situation or needs and so you should consider its appropriateness, having regard to these factors before acting on it.

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