Retirement planning

17 July, 2023

Thriving in retirement: a journey of continuous learning and giving back

With careful financial planning, retirement presents an exciting chapter filled with newfound freedom and limitless opportunities. For people like Val Little, the very definition of thriving in retirement lies in continuous learning and service to others.

25 May, 2023

Retirement travel destinations, New Zealand – here are the top five places to visit

When it comes to retirement travel destinations, New Zealand is a popular option. And it’s not just because they are our neighbours across the pond. Here are the five top places to visit in New Zealand.

17 May, 2023

Do retirees pay capital gains tax in Australia?

When it comes to retirees and capital gains tax, there’s a lot to consider. But don’t let concerns about capital gains tax spoil the serenity of your golden years.

20 April, 2023

Caravanning in Australia after retirement – the best spots, dos and don’ts

Up for an adventure post-retirement? It’s time to hit the road. If caravanning in Australia after retirement sounds like a great way to wind down after a long and demanding career, then read on.

28 March, 2023

Defined benefit versus accumulation superannuation – What you should know

While defined benefit funds are no longer open to new members, some Aussies who are nearing retirement are members of those funds – and here we explain the difference between defined benefit plans and accumulation super funds.

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!