Sophie McRae

1 month ago | moneymag.com.au | Vanessa Walker |Rebecca Cheevers |Sophie McRae

On this episode of the Friends With Money podcast, we delve into how the family home can play a critical role in retirement planning for older Australians. Money's Vanessa Walker chats with Telstra Super's Rebecca Cheevers and Sophie McRae about downsizing contributions, the impact of selling your home on pension entitlements, and strategies for couples where one partner is still working.

2 months ago | moneymag.com.au | Andrew McKean |Nicola Field |Tom Watson |Sophie McRae

A review of major superannuation trustees by ASIC found that not even one monitored or reported on the full process of death benefit claims handling. The review of superannuation trustees, including Australian Retirement Trust, Avanteos (Colonial First State), Brighter Super, Commonwealth Superannuation Corporation, HESTA, Hostplus, NM Super (AMP), Nulis (MLC), Rest, and UniSuper, found widespread failures.