Modesty and comfort are both in the eye of the beholder to a certain extent. But have you ever wondered how your retirement plans (or retirement reality) stack up against […]
Do you have a “modest” or “comfortable” lifestyle? Read More »
Before you set up a self-managed superannuation fund (SMSF) you need to ensure you are eligible to be a member and trustee, and understand your responsibilities. Who can be a
Do you know what it takes to be a SMSF trustee? Read More »
Given the financial demands of everyday life, planning your retirement may be a relatively low priority. You may also think that you have plenty of time to plan. But before
A few interesting facts about retirement Read More »
Sam and Sally Smith have worked hard all their lives, paid their taxes and, now they have retired, they feel they are entitled to a full age pension. Jan and
A tale of two retirements – which would you choose? Read More »
The term ‘annuity’ is often mentioned in the financial press or TV advertising, but what actually are annuities and how do they work in practice? The word annuity itself originates
What is an annuity? Read More »
The tax benefits associated with superannuation make it a clear winner when it comes to building wealth for retirement. However, it doesn’t meet everyone’s savings needs, especially if you need
Investing outside super Read More »
Every market cycle – bull or bear – provides opportunities for investors to improve their process for investing. The best thing to do is learn from past events and apply
Lessons from the Market Read More »
Today, almost every adult in the country has some assets to pass on after they die – even if it is only the balance in a superannuation account. Most Australians
A will is important at any age Read More »
If you’re an average Australian adult, chances are you’ve accumulated superannuation in several places over the years and sometimes these super accounts have only small amounts in them. If ever
How to avoid losing super to the ATO Read More »
