Australia, World Finance and the Economy
Current Publications have a particular focus on the options and opportunities for retirement arising from the global financial crisis - on retiring or commencing a transition to retirement strategy in the years ahead.

RV Publications are available from the Publications section of the website.

The recently released 9th edition Guide to Retirement is also now available in the Publications section.

Fees, Alignments and Bias
There have been two recent parliamentary inquiries addressing the provision of financial services, including how advice is provided, how products are sold and how advisers and fund managers are remunerated.

In late 2009 RV published an edition of RV Insights which addresses the issues, philosophy and service ethic which underpin RV's process.

A copy is available as a PDF from the box on this page.

Planning for and in Retirement
The changes to super rules over the past six years and ongoing events in financial markets have not simplified the options for those in retirement or those approaching retirement.

Clients in retirement or approaching retirement face the same set of issues as they have always faced - how to plan effectively to integrate tax rules, superannuation rules, social security/Age Pension rules and investment to efficiently meet retirement objectives over the short, medium and longer terms.

The recent world financial crisis does not negate the principles which need to be applied for effective long term planning.

The need for appropriate planning has never been greater. It remains central to improving income and capital flexibility in retirement.

Looking Ahead

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Retirement Victoria is the business name of Retirement Victoria Pty Ltd (ABN 11 132 109 114) which is a corporate authorised representative of the licence holder Millennium3 Financial Services Pty Ltd (ABN 61 094 529 987) (AFSL244252)

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