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Self Funded Retirees

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11 key findings on retirement dreams during the pandemic

A mid-pandemic survey of over 1,000 people near or in retirement found three in four are not confident how long their money will last. Only 18% felt their money was safe during a strong economic downturn.

Retirement dreams face virus setback

A new survey of over 1,000 people near or in retirement found three in four are not confident how long their money will last. Only 18% felt their money was safe during a strong economic downturn.

Spending in retirement and the taper rate

Retirees with between $300,000 and $800,000 in assets face complex questions on the interplay between how to spend their money, the age pension assets test, the taper rate and their longevity.

The 20 Commandments of Wealth

To mark his 80th, we publish a Noel classic plus his timeless commandments for retiree wealth, based on decades of advising clients, writing bestsellers and reaching millions of people every week.

SMSFs hit by loss of tax-free status and franking refunds

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.

The 20 Commandments of Wealth for 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.

We should be encouraging self-sufficiency

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.

A super consensus needed before the demographic tsunami

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.

Most viewed in recent weeks

10 reasons wealthy homeowners shouldn't receive welfare

The RBA Governor says rising house prices are due to "the design of our taxation and social security systems". The OECD says "the prolonged boom in house prices has inflated the wealth of many pensioners without impacting their pension eligibility." What's your view?

Three all-time best tables for every adviser and investor

It's a remarkable statistic. In any year since 1875, if you had invested in the Australian stock index, turned away and come back eight years later, your average return would be 120% with no negative periods.

The looming excess of housing and why prices will fall

Never stand between Australian households and an uncapped government programme with $3 billion in ‘free money’ to build or renovate their homes. But excess supply is coming with an absence of net migration.

Five stocks that have worked well in our portfolios

Picking macro trends is difficult. What may seem logical and compelling one minute may completely change a few months later. There are better rewards from focussing on identifying the best companies at good prices.

Survey responses on pension eligibility for wealthy homeowners

The survey drew a fantastic 2,000 responses with over 1,000 comments and polar opposite views on what is good policy. Do most people believe the home should be in the age pension asset test, and what do they say?

Let's make this clear again ... franking credits are fair

Critics of franking credits are missing the main point. The taxable income of shareholders/taxpayers must also include the company tax previously paid to the ATO before the dividend was distributed. It is fair.

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