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Retirement
What is the retirement age in Australia? Pension age vs preservation age
There is no single official retirement age in Australia. Instead, two ages set by government rules shape when most people can afford to stop working: your…
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Retirement
Self-funded retirees: Entitlements, tax and what you need to know
A self-funded retiree pays for their own retirement from superannuation, savings and investments rather than relying on the Age Pension. Being self-funded…
Retirement
How an inheritance affects your Age Pension
An inheritance is not counted as income under the Age Pension income test. It affects your pension through the assets test from…
Retirement
Transition to retirement: How a TTR strategy works
You do not have to stop working to start drawing on your super. Once you reach age 60, a transition to retirement…
Retirement
Downsizing with confidence
For many people, the idea of simplifying life, reducing maintenance, or freeing up finances can be very appealing. However, for some, the…
Retirement
Planning your inheritance, protecting your legacy
Let’s be honest, talking about inheritance isn’t something most families naturally gravitate towards. It brings up emotions around ageing, money, and the…
Retirement
Retirement village living
With 156,000 people retiring last year, retirement villages have become an increasingly popular choice for those looking to downsize. But what’s life…
Retirement
Is it too late to start planning for retirement if I’m in my 50s or 60s?
Retirement planning is one of the most important financial decisions you’ll ever make, and the earlier you start, the better. But what…
Retirement
How to shift into pension mode
If our working years are the time we focus on building up our superannuation savings, then our retirement years are when we…
Retirement
5 steps towards a ‘financially fit’ retirement
Retirement is one of life’s biggest transitions, and it deserves careful planning. Whether it’s just around the corner or still a few…
Retirement
Gifting for future generations
At this time of year, when giving is on our minds, many people may turn their attention to how best to share…
Retirement
Reimagining retirement
For many Australians approaching retirement, the idea of stopping work completely is becoming less appealing. Instead, the trend is shifting towards making…
Retirement
How do retirement income options compare?
Retirement is filled with opportunities and choices. There’s time to travel more, work on long-delayed personal projects or volunteer to help worthwhile…
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Understanding your options is a good starting point. When you’re ready to discuss your own situation, we will connect you with the right adviser.