The recent report by Deloitte “Adequacy and the Australian Superannuation System” showed that even with an increase to Superannuation Guarantee to 9.5% from 1 July 2014, in 20 years time at least 75% of retirees will still receive all or part of the age pension to assist them in funding their retirement.This is an alarming…

7 steps to consider before you decide if a SMSF is right for you. In my recent blog “7 Step Retirement Plan“, one of the key steps in planning for your retirement is to have a superannuation plan. A key component of a superannuation plan is choosing which fund is right for you. Statistics from the…

Research has found that approximately 47% of Australian couples and 78% of single Australians will be not be able to fund their retirement (source: “Retirement adequacy – a grim outlook for Australians” Towers Watson). In my recent blog, ” Gould Wins Gold “, one of the roles of a financial adviser was to keep on you on…

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Geoff Ivanac is a Sub-Authorised Representative (No. 000309751) of Barsden Private Wealth Pty Ltd ATF The BPW Trust (ABN 41 153 930 799) trading as Barsden Private Wealth.

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