Retirement planning

14 March, 2023

Higher interest rates: selling assets to cover your costs

Rising interest rates continue to be a massive concern for many Australians. This is not just for homeowners, but everyone affected by the resultant increase in cost of living.

27 February, 2023

Paying off your mortgage faster

Successful property investment advice can yield significant returns. However, cost of living increases and rising interest rates necessitate a more focused approach when you’re trying to pay off your mortgage faster.

27 February, 2023

The superannuation downsizing limit has changed: what you should know

The change in superannuation downsizing limit is a key driver in helping older Aussies to boost their income in retirement. Here’s how the lower age limit can benefit your retirement.

13 February, 2023

Gifting assets during retirement

You’ve made it to retirement, you are probably more financially secure than ever and you’re feeling generous. But there are some considerations to make before gifting assets during retirement.

24 January, 2023

Using your superannuation as a legal tax haven

Depending on how you look at it, superannuation can be a legal tax haven. Yes, you read that right! You don’t have to move to the Cayman Islands to realise your tax haven dreams – your superannuation fund can get you started!

9 December, 2022

Investment property rent and retirement

Wondering if your investment property rent will be enough to hold you up in retirement? We discuss investment property rent and retirement outcomes in this comprehensive article.

16 November, 2022

Superannuation through generations – 50s, 60s and 70s

This is the second article in a two-part series about superannuation through generations, covering how to tackle superannuation in your 50s, 60s and 70s.

19 October, 2022

Superannuation through generations
– 20s, 30s, 40s

Have you thought long and hard about your superannuation? In the first instalment of this two part series, we discuss everything you need to know about superannuation in your 20s, 30s and 40s.

17 October, 2022

What is elder financial abuse?

Elder financial abuse is the misuse of money or assets of an older person, usually by a family member or friend. It is a complex, and often hidden, form of abuse. Do you know how to recognise this abuse cycle and where to seek help? Learn how to recognise the signs.

27 September, 2022

Closing the retirement gap

Your ‘retirement gap’ is the difference between the income you’ll need to live a happy and fulfilling life in retirement and the money you’ll receive from your retirement income. Ask us about closing your retirement gap.