Here's 4 ways to boost your income... Want to break free from being asset rich and cash poor? Turns out, you’re not alone! Data from the ABS (Australian Bureau of Statistics) shows almost one-third of older Australians in low-income households were asset rich but...
If you’re a recent retiree and looking to increase superannuation savings, we’ve got some good news!
The Australian Government is proposing to make it easier to boost super with the work test exemption. For recent retirees, you can save more super by contributing for a year without having to show you’ve been ‘gainfully employed’.
Lost Super stats Did you know there is about 14.8 million Australians with a superannuation account? Around 40% hold more than one superannuation account? Some of that 40% makes up the $18 billion in ‘lost super’. Is some of that yours? Should you care about lost...
Planning is the key to be retirement ready... and so is getting advice. You can avoid penny pinching in retirement because you haven’t saved enough money, but you do need to plan well ahead. Here's two top tips you'll need to consider. 1. Figure out how much you’ll...
For many years, salary sacrifice has been the most tax-effective way to build superannuation.
Now, youre able to add personal deductible contributions to your super strategy.
New Year’s resolutions are easy to make but often hard to keep. But there are real benefits to making financial resolutions. Here are some helpful suggestions to get you started. Get back to basics If you find it near-impossible to reach your financial goals, you may...
Many of the federal government’s superannuation reforms came into effect on 1 July. Here’s what’s new. The government says it has tried to make the superannuation system more sustainable and has introduced more flexibility to suit modern work patterns. This is what...
From wills to long-term budgeting, there’s a lot to think about when making your retirement to-do list. Here’s some tips to make sure you’ve ticked all the boxes. 1. Check your will Without a valid will, an administrator will be appointed to manage your estate,...
The Government has legislated changes to the Age Pension rules from 1 January 2017, which it estimates will see 300,000 Australians lose all or part of their pension entitlements.1 If you are retired or about to retire, some careful planning now may put you in shape...
You’re retired, the house is paid off and the children are self-sufficient, – it may be time to review your life insurance? Policies expire People take out life insurance while they are working to protect their dependants if they die prematurely. Life insurance...
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