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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.

A woman in a blue top looking up at numerous modern, glass skyscrapers

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 silhouette of middle-aged woman with a big handbag, walking inside a building.

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?

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#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.

An aerial view of the inside of a round building, with two businessmen on the ground floor, shaking hands.

Why the fund trustees are important

The Oxford definition of the word trust is a “firm belief in the reliability, truth, or ability of someone or something.” Similarly, you, as a member of a retirement fund, rely on the trustees of that fund to look after your best interests.

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Take your tax breaks now

You get tax benefits for contributing more to your retirement fund, or with a tax-free investment. Have you maximised your tax benefits for this tax year? It’s best to do it now, before 28 February 2020.

An elderly couple holding each others hands.

When last did you review your beneficiary nomination?

Sometimes our lives are roller coaster rides, and things change quicker than we could have ever imagined. When last did you check who you've nominated as beneficiaries to receive your retirement benefit when you pass away?

In case you missed it

Find all our latest and previous newsletters, all under one, easy-to-find space, for your convenience.

Retirement Funds Trustee Newsletter 2018

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