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.
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!
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.
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.
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.
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.
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.
An intergenerational wealth transfer can be a life-changing opportunity but also bring challenges and complexities to your financial and personal life you may not be prepared for.
Do I need a financial adviser? There’s an easy test to find out the answer. How much is left over in your piggy bank after you’ve paid your bills each week? If there’s money to spare, you could benefit from financial advice.
Perhaps one of the biggest decisions you’ll have to make about your SMSF is how many members it will have, and in most states and territories you can now have six.
