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News

Latest news and updates from RV
LIFESTYLE SUPERANNUATION

KYIT 2020 Presentations

November 26, 2020

Colin Lewis – How much is enough? View the presentation slides.

NEWSLETTERS

NEWSLETTER ARCHIVE

April 13, 2020

Here you can find a full archive of our regular Newsletters which you can view and download

NEWS

Important information

March 19, 2020

As a result of the coronavirus (COVID-19) situation continuing to unfold, we have made some important business decisions to ensure we can continue to support you through these uncertain times and keep your own health and safety at the forefront of our minds. Commencing Monday 23 March 2020, the Retirement Victoria office will close to […]

SUPERANNUATION

Colin Lewis KYIT 2019 Presentation

December 12, 2019

Download KYIT 2019 Presentation “Super in a post-election, post-reform environment” by Colin Lewis, Head of Strategic Advice.  

NEWSLETTERS SUPERANNUATION

NEW WORK TEST EXEMPTION (WTE)

August 29, 2019

By Colin Lewis, Head of Technical Services If you’re aged 65 to 74 and retired in 2018/19, you may be able to contribute this financial year even though you’re not working. Normally, you must meet the ‘work test’ to contribute, i.e. be gainfully employed for 40 hours in a 30 consecutive day period. If you’re […]

NEWSLETTERS

Subcribe to our Newsletter

August 29, 2019

If you would like to receive future editions of RV News by email, please email us at hello@retirevic.com.au. Write in the subject line “Subscribe to RV News”, and  for identification purposes provide your full name and the name of your adviser or fill out the form below.

SUPERANNUATION

IS A TRANSITION TO RETIREMENT INCOME STREAM STILL WORTHWHILE?

June 04, 2019

By Colin Lewis, Head of Technical Services A transition to retirement income stream (TRIS) provides access to your superannuation whilst still working once you reach preservation age. TRISs were introduced by the Howard Government back in 2005 to help people ‘transition into retirement’ by allowing them to use their preserved super to supplement their reduced […]

FINANCIAL PLANNING

FEDERAL BUDGET 2019

April 09, 2019

By Colin Lewis, Head of Technical Services How sweet it is with an election looming! The measures announced this Budget are proposals only and must go through Parliament to become law.  Accordingly, it may take a newly elected Coalition government to get these measures through – and they’re counting on this Budget to help them […]

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Retirement Victoria

Level 3, 432 St Kilda Rd.
Melbourne 3004, Australia

TELEPHONE: +61 3 9820 8088
EMAIL: hello@retirevic.com.au

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© Retirement Victoria 2020 | View Privacy Policy | View FSG

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
RV Wealth Pty Ltd (ABN 63 125 121 968) (AFSL 314 113)

This information (including taxation) is general in nature and does not consider your individual circumstances or needs. Do not act until you seek professional advice and consider the relevant Product Disclosure Statement.

COVID-19 health and safety measures

Our phone line is currently experiencing higher than normal call volumes, causing extended call waiting times. Please stay on the line and leave a message with the person who takes your call.  Your adviser or their support will be able to call you back later in the day or the next business day.

Following COVID-19 health and safety measures, all client appointments will now take place as phone appointments. Email notifications will be sent to all impacted clients.

We apologise for the inconvenience caused, however the health and well-being of our clients and staff is paramount.

Find Adviser to Email Directly

  • Services
    • Retirement planning
    • Financial advice
    • Superannuation
  • Your first meeting
  • News
    • RV Member Portal
    • Useful Articles
    • Latest RV News
    • RV News Archive
  • About
    • About us
    • Our team
    • Our clients
    • Testimonials
  • Contact Us

COVID-19 health and safety measures

Our phone line is currently experiencing higher than normal call volumes, causing extended call waiting times. Please stay on the line and leave a message with the person who takes your call.  Your adviser or their support will be able to call you back later in the day or the next business day.

Following COVID-19 health and safety measures, all client appointments will now take place as phone appointments. Email notifications will be sent to all impacted clients.

We apologise for the inconvenience caused, however the health and well-being of our clients and staff is paramount.

Find Adviser to Email Directly