PLANNING FOR RETIREMENT

Wealth creation using superannuation – a case study

Back in the days of “normal” interest rates the simple answer to the question “what do I do with any surplus savings?” was “pay off debt”. That’s still a sound …

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The best financial strategy for each stage of life

One of the keys to financial success is to adopt the right strategy at the right time. As you move through the stages of life here are the strategies you …

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Six hacks that will see low-income earners retire richer

While it’s easy to be discouraged by superannuation and fear you will never have enough money saved to stop working, remember even a modest superannuation balance can make a big …

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What is the pension loan scheme?

Approximately 1.8 million Australian homeowners receive some level of age pension, with around 700,000 on a part pension. What many of these part-age pensioners may not know is that, along …

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Pre-COVID minimum pensions to return

Minimum pension drawdown rates are likely to return to pre-COVID-19 levels and remain static despite changes in life expectancy factors and an expected review by the government actuary, the major …

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4 Fabulous Financial Resolutions to set you up for 2021

If you’re like us, this final week of January is a time where you’re back in the swing of work after some Christmas/New Year downtime. With kids going back to …

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How the family home can affect aged care fees

Residential aged care is playing an increasing role in helping many older Australians enjoy comfortable and carefree lives. However, one of the tasks for anyone assisting an elderly relative with …

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Downsizing in retirement

If you’re thinking about selling your home and downsizing, consider the pros and cons. Check if selling your home affects your government benefits. Consider the costs and your needs before …

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