Age Pension when one partner is eligible Retirement planning for a couple with a big age difference is so much more…
Age Pension when one partner is eligible
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Pre Retirement & Super
Should I withdraw from super to pay off my loan
Why this is happening that more and more people face to enter retirement with the mortgage still not fully paid off? And is withdrawing funds from super an answer?
Superannuation bring-forward rule
Superannuation is a great savings vehicle to get ready for retirement, but it is filled with rules, limits, legal jargon, and that keeps changing from year to year.
Proposed Super Changes in 2022
I think now is an opportune time to start thinking about what you wish to accomplish this year, where you are heading and how you want to improve your financial outcome within the next 12 months.
What happened in 2021 – Super & Retirement Planning
Australia most certainly must have had some of the toughest covid restrictions in 2021, with Melbourne in lockdown for a total of 185 days and Sydney taking the second place with 107 days.
11 steps to check your super statement
Super statement is a little bit like your mortgage statement, lots of figures, terminology that most of us don’t care to understand, because they tend to be daunting and intimidating.
What Happens to Your Super When You Die
For most Australians, superannuation is the second biggest asset we have. It is one of the most used forms of savings for the future, but our super money is sitting in one of the most controlled environments that is regulated by the Superannuation Law.
Downsizer Contributions to super – Who can benefit
Downsizer Contributions to super – Who can benefit Downsizer Contributions to super– Who can benefit Last week we were discussing the Downsizer Contribution,...
Downsizer Contribution to Super Rules
Your kids left home long time ago, so with time you wonder: “Why do I keep such a big house? Who wants to keep cleaning it? Sure, as hell I don’t?”
Superannuation Fees & Charges
Superannuation Fees & Charges Superannuation Fees & Charges Most people in Australia these days have majority of their savings within the superannuation,...
Super Death Benefit gone terribly wrong
A real story of the Superannuation Death Benefit that had gone terribly wrong.
The moral of the story is to understand the reason for the super fund decision, understand who is a dependant under superannuation law
Can I access super at 60 and continue working?
Can I access super at 60 and continue working?Can I access super at 60 and continue working?Watching my clients over the years, I came to the conclusion that...