Retirement funds – Trustee newsletter 2019
We’re proud to share another trustee newsletter with you. As a member of a Momentum Retail Retirement Fund, you will receive it every year.
We also share interesting facts about tax, give tips for your retirement planning, and even remind you to update your beneficiaries.
The secret to staying invested: Don't get spooked
Money is still one of the top reasons why couples fight. Even though we like to view ourselves as rational beings, driven by an era of modern science, where digital and technological innovations reign, humans are surprisingly emotional when it comes to money matters, and even more so when it comes to investing.
The trustee-approved annuity has got you covered
The type of retirement fund that you contribute to before retirement will determine the options you have in future. Let’s look at a scenario; Sarah is a 55-year-old single mother of two adult children and on the verge of retirement. How can she make her retirement money work for her?
#Know the rules
Like a machine needs to be well-oiled to run smoothly, when certain rules are in place, they can create a platform for transparency and efficiency for all involved.
To keep you actively involved in your retirement planning, we've summarised the most important changes to our retirement fund rules in the past year, just for you.