Navigating the financial complexities of retirement is a challenge faced by many Australians. For retirees who still hold a mortgage, the choice between offset accounts and redraw facilities can have significant implications for their Age Pension, Disability Support...

7 best suggestions to apply to your 2025 investingIt’s hard to believe that we are already in 2025. It feels like just yesterday when the world was gripped by the fear of New Year’s Eve 2000, anticipating catastrophic technology crashes that would plunge us into...

Selling your home in retirementSelling your home in retirement is a significant decision, and it’s important to unpack some of the key considerations around superannuation, Centrelink, and broader retirement planning. Common Reasons for Selling Your Home in Retirement...

Renting part of your home-Airbnb and Age PensionMany retirees are looking for various forms of an additional income stream in retirement and the question I often get asked is: “Can I rent part of my home and how is my home assessed by Centrelink for the Age Pension?”...

Account based pension or annuity – which income stream is for youToday we will have a debate about the two income streams: account-based pensions and annuities, to decide which one is better and why, and which one you should consider. We will compare them and discuss...