Category Archives: Retirement Planning

CASE STUDY – Trevor & Julie – Already have property investments, now want property investment in superannuation

Trevor and Julie had built a property investment portfolio already. Trevor now had a well-paid job while Julie studied and stayed at home with their young children. Now was the time to put their super in their own control and … Continue reading

Posted in Case Studies of Clients, Retirement Planning | Tagged , , | Leave a comment

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

It’s not hard 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 … Continue reading

Posted in Basics about Super, Retirement Planning, Superannuation General | Tagged , , , , , | Leave a comment

Basics about Super – Super as well as SMSF for Business Owners – How it works in Australia

When a Business Owner employs staff, you have a legal obligation to provide Superannuation in most cases. Here we explain Superannuation in Australia, what we all need to retire comfortably, what we need in super to achieve it, how Self-Managed … Continue reading

Posted in Basics about Super, Retirement Planning, Superannuation General | Tagged , , , , , , , , | Leave a comment

Basics about Super – How does Salary Sacrifice work?

How does salary sacrifice work? Salary sacrifice super (ss) (one type of salary packaging) is an arrangement between you and your employer where you pay for some items or services straight from your pre-tax salary. You can salary package super, … Continue reading

Posted in Basics about Super, Retirement Planning, Superannuation General | Tagged , , , , , , , | Leave a comment

CASE STUDY – Daniella, Troy and Michael – Helping a Property Advisor towards Property in their Super

Danielle and Troy had property investment experience, with several properties in their personal portfolio already. Daniella was also an expert senior property investment advisor and Troy had an accounting background and they wondered if they could do better with their … Continue reading

Posted in Case Studies of Clients, Retirement Planning, Superannuation General | Tagged , , | Leave a comment

Basics about Super – How to succeed to invest INSIDE or OUTSIDE Super?

How can we know what will succeed, or give the better result? The question is – Do we invest invest inside or outside super? Moving investments from outside your super into a Self-Managed Super Fund (SMSF) could produce significant results … Continue reading

Posted in Basics about Super, Retirement Planning, Superannuation General | Tagged , , , , , , , | Leave a comment

Centrelink – Travel Voucher Changes for WA and VIC

Have a pension with Centrelink? Then note, you won’t get travel vouchers sent with your Pensioner Concession Card anymore from January 2020 in states of WA and VIC. The Human Services website explains more – As a pensioner, you can … Continue reading

Posted in Centrelink, Pensions / Income Streams, Retirement Planning | Tagged , , , , , , , | Leave a comment