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A TTR pension could allow you to withdraw up to 10% of your super savings each financial year whether you’re still working full-time, part-time or casually. Even if you’re nearing retirement age, you mightn’t want to leave the workforce just yet. You may want to save more money, or you might just enjoy the mental...Read More
Prepare to retire
October 3, 2023Retirement Planning
Preparing to retire is emotional and practical. Making a retirement plan can help you manage your finances, and cope better as your life and priorities change. Make a retirement plan Your retirement plan can be simple or detailed. Include: Timing — when you want to retire. This could change, but it's good to have a...Read More
Retirement planning for small business owners
September 11, 2023Retirement Planning
When you run your own business a good retirement plan can bring real peace of mind. Read more about your options - and why it's never too early to start. Planning your retirement When you’re busy running your own business retiring could be the last thing on your mind. But planning your retirement well in...Read More
Rebooting for retirement
September 11, 2023Retirement Planning
As retirement comes into view, it’s time to imagine a new you for the post-work age. You remember your first day at school, your first job, your first home. And now your final pay check is in sight. You’re nearly there. That’s quite an achievement. How to be trigger happy As with other big life...Read More
Calculate how much money you might have, how long it will last and how much you’ll need in retirement, with our retirement calculators. Working out how much is enough for retirement depends on many factors, such as your lifestyle, plans for the future, and the number of years you’ll spend retired. Additionally, estimating how much...Read More
Sowing the seeds for a happy retirement
August 21, 2023Retirement Planning
The thought of retirement is an enticing one for many of us. Imagine throwing off the shackles of the workforce and being able to do whatever you want, whenever you want. But why wait until you are retired to do the things you love? Retirement is a time where we finally have the space to...Read More
Giving Australians better access to high-quality and more affordable financial advice is imperative. One of the fundamental principles for achieving long-term investment success is planning. In fact, the importance of having a clear financial plan, whether it’s formal or informal, can’t be overstated. As is the importance of sticking to it. Without a well-documented, detailed...Read More
Banking on the Age Pension
July 31, 2023Retirement Planning
The ranks of Australians receiving the Age Pension are increasing. It’s important to understand who is eligible and its role in retirement planning. Just days before the 2023 Federal Budget was handed down on 9 May, the Australian Bureau of Statistics released a new report including data on the number of Australians receiving the Age...Read More
7 age pension traps to avoid
July 24, 2023Retirement Planning
Make sure you don’t lose out on your age pension entitlements. After a lifetime of hard work, it’s important you maximise your entitlements in retirement. So you need to structure your finances carefully to make sure you don’t lose your age pension. After all, you’ve earned it. Here are some common traps to be aware...Read More
Planning to retire
July 17, 2023Retirement Planning
Before you retire If you're planning to retire, you need to consider: your age including if you have reached your preservation age when you can access your super how much tax you will pay on amounts you receive if good leaver conditions apply if you are part of an Employee Share Scheme if the retirement...Read More