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About SimplyRetirement

SimplyRetirement: Some Background

For more than a decade the principals of Simply Retirement have operated a professional services portal focused on providing financial advice and services to Australian expatriates and migrants to Australia. This experience has reinforced our view that Australia has an exceptionally complicated retirement and taxation system and there is a place for a website and company that tries, as much as possible, to address retirement issues in a simple, straightforward and independent fashion.

We also take the view that the Australian government's focus is too much on compliance when it comes to financial planning, investment advice and retirement planning - in contrast to promoting self-education in these matters. The simple fact is that increasing complexity and compliance costs continue to make professional advice less and less affordable for most Australians. While the objective of ensuring objective, competent advice is entirely understandable, the greatest source of compliance issues have actually arisen within the banking sector. Further increasing compliance costs are only likely to benefit the banks and large investment firms, driving yet more concentration and decreasing the availability of independent financial advice.

The objective of this site is to provide a platform which enables individuals, who intend to be predominantly self funded in their retirement, to easily access information about most issues associated with planning for their retirement. It is virtually impossible to provide a resource which addresses all circumstances, but the objective is that individuals should be sufficiently informed to constructively discuss, and challenge where appropriate, any professional advice they might receive - and to participate in the planning and management of their own retirement.

In terms of this website, it is a commercial venture with revenue generated from a variety of sources, including marketing and operational support from service providers and advertising. With respect to the latter, we manage all our advertising directly and do not allow "network advertising" on SimplyRetirement (SR) so that we can be reasonably satisfied that advertisers are both reliable and ethical in terms of their operations.

Complete Retirement Group Pty Ltd.
ABN: 46614551843