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Transition to retirement
November 27, 2023Retirement Planning
Transition to retirement rules Under the transition to retirement rules, when you reach your preservation age, you may be able to reduce your working hours without reducing your income. You can do this by choosing to start a transition to retirement income stream (TRIS). The TRIS payment tops up your part-time income with a regular...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
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
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
Flexing your retirement plans
June 19, 2023Retirement Planning
The concept of retirement is changing, with fewer people working towards a final retirement date and then clocking off for good. Instead, those who have the flexibility to choose are often transitioning out of the workforce over several years, or even returning after a break. Whether you simply want to wind back your working hours...Read More
It is important to understand where this income will come from, how long it will last, and whether your retirement investments are on track, or whether some adjustments need to be made to get you there. Work out how long your super or account-based pension will last There are many variables that come into play...Read More
Staying active and connected can sometimes have its challenges, depending on where you live, but here are some tips to help keep your physical and mental wellbeing in check. When it comes to living a longer, healthier, more active lifestyle, a good approach can often involve easy tasks that you can turn into everyday habits....Read More
Retirement is often a massive life change for the majority of people who experience it. Most of us will have mixed emotions around the end of our working life and the beginning of our 'second half'. For some it will be a relief, and something they have long planned for and are looking forward to,...Read More
Guide to concession cards for seniors
February 13, 2023Retirement Planning
The excitement of heading towards retirement and a new stage of life can be tinged with concern over how to manage finances. For many people, seniors’ concession cards are a good way to help make ends meet. While discounts on goods and services are always welcome, they’re even more valued right now as living costs...Read More