Retirement income strategies
| For financial adviser use only |
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Opportunity zones chart
The Opportunity Zones chart gives you a quick snapshot of Age Pension eligibility and the dominant means test determining the rate of Age Pension payable.
Retirement spending planners for singles
This retirement spending planner for singles can help you determine how much you ‘need’.
Retirement spending planners for couples
This retirement spending planner for couples can help you determine how much you ‘need’.
How to structure a clients lifetime income stream: Part 1
Once a decision has been made to invest in a lifetime income stream, you can consider which partner owns the income stream and how much to allocate to it.
How to structure a clients lifetime income stream: Part 2
Once a decision has been made to invest in a lifetime income stream, you can consider which partner owns the income stream and how much to allocate to it.
An introduction to deferred lifetime annuities
The introduction of the Government’s ‘Innovative Superannuation Income Streams’ Regulations has allowed for the development of a variety of income streams.
A guide to the Commonwealth Seniors Health Card
Eligible self-funded retirees may receive assistance with certain living costs via the Commonwealth Seniors Health Card (CSHC).
How much are the Centrelink concession cards worth
One benefit of receiving the Age Pension is the Pensioner Concession Card (PCC). But how much value does the PCC provide your client?
Solving for regular income in retirement portfolios
Strategic Insight has released a paper which sets out its views on the important topic of lifetime annuities used in retirement portfolios.