Retirement

10 July, 2019

Will I Qualify For The Age Pension?

[column width=”1/1″ last=”true” title=”” title_type=”single” animation=”none” implicit=”true”] Knowing whether you’ll be entitled to the Age Pension is an important part of your retirement planning. Once you reach Age Pension age […]
23 January, 2019

LRBA Changes May Hinder SMSF Gearing

Many SMSFs have used a “limited recourse borrowing arrangement” (LRBA) as part of a gearing strategy to build members’ retirement savings, allowing the funds to borrow to buy high-value growth […]
16 January, 2019

New “Work Test” Exemption For Recent Retirees

The government has created a new opportunity for some recent retirees to make additional superannuation contributions. From 1 July 2019, a 12-month exemption from the “work test” for newly retired […]
8 November, 2018

Reverse Mortgage Lending And Retirement

Reverse mortgages are a credit product that allows older individuals to achieve their immediate financial goals by using the equity in their home to borrow amounts. The loan typically does […]
16 August, 2018

New rules to benefit those downsizing for retirement

New rules to benefit those downsizing for retirement Australians aged 65 and over who are downsizing for retirement can now contribute the proceeds from the sale of their main residence […]
16 May, 2018

Understanding different types of retirement pensions

Understanding different types of retirement pensions If you’ve heard the term ‘pension’ being thrown around, you may have picked up that there are many types of pensions available in Australia. […]
16 May, 2018

Maximising your retirement benefits

Maximising your retirement benefits After working hard for so many years, naturally you want your retirement to be as comfortable and enjoyable as possible. That’s why it’s worth knowing which […]
16 February, 2018

How to avoid isolation and stay safe in retirement

How to avoid isolation and stay safe in retirement It’s a common enough scenario facing many older Australians: you find yourself living alone, due to divorce or the death of […]
13 November, 2017

Funding retirement income in a low interest rate environment

Funding retirement income in a low interest rate environment While a traditional bank deposit is generally regarded as one of the safest forms of investment, it also currently offers amongst […]
13 November, 2017

6 tips for retiring earlier

6 tips for retiring earlier Are you dreaming about an earlier retirement, but unsure how to go about it? According to the Australian Bureau of Statistics, 40 per cent of […]