Category Archives: Retirement Planning

Basics about Super – How much do you need to retire?

It’s easy to find out – don’t put it off. Be informed and be prepared! How much do you really need? Recent research shows that the annual value of Age Pensions paid to those entitled to maximum benefits, amounts to … Continue reading

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Basics about Super – Super & SMSF for Business Owners

As a Business Owner, if you employ staff, you have a legal obligation to provide Superannuation in most cases. Learn here about Superannuation in Australia, what we all need to retire comfortably, what we need in super to achieve it, … Continue reading

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Centrelink – Moving to Aged Pension from Disability Support Pension? What are the pros and cons?

A very good lady asked whether moving to Aged Pension (AP) from Disability Support Pension (DSP) was the best thing to do and was there any pros or cons? I connected her (our Connect/Assist service) to the advisor for clarification. … Continue reading

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CASE STUDY – Sally felt she needed more self-control of her retirement after her husband passed away

After Sally’s husband passed away, and the business clients had been on-sold, she felt she needed more self-control of her retirement, and her plan was to have the ability to manage the super and her assets so she had more … Continue reading

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Pensions and Retirement – New Year Resolutions – 5 Easy Steps to Plan your Retirement

Studies show that most people spend more time planning the next holiday than ever spent on preparing for retirement – but it is not hard at all! Consider if you are a – Woman and want to retire at the … Continue reading

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NEWS – Caution sounded on proposed early release of super for crime victims, as well as hardship cases

The government has been told to tread carefully with its plans for allowing victims of crime to access perpetrators’ superannuation as compensation, as the proposals could have unintended consequences, one lawyer has warned. Speaking to SMSF Adviser’s sister title, Nest … Continue reading

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Basics about Super – Retirement – What is a “comfortable” retirement?

How much do you really need for a comfortable retirement? What is a comfortable amount for a “comfortable retirement”? Recent research shows that the annual value of Age Pensions paid to those entitled to maximum benefits, only amounts to just … Continue reading

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