Latest News and Articles
The Age Pension trap: The true cost of working longer
Any idea which group of workers are paying the highest tax? I’m disappointed to report that it’s older Australians on an Age Pension. We...
Do you need to tell Centrelink about a gift?
When we shared an update article on gifting rules it sparked plenty of follow up questions from our members. Retirement Essentials Head of...
Your rights and Centrelink: What do you need to know?
All successful relationships rely on give and take. It’s necessary in marriage, business and with any financial service relationships....
New Aged Care changes: Staying at home under the new system
Big changes are coming to Australia’s aged care system on 1 November 2025, especially for those of us who want to stay in our own homes as...
What’s your retirement context?
Most of us like to benchmark ourselves; our income, house prices, super savings or even how many steps a day we walk. It’s a very human...
Reducing retirement anxiety: Building financial confidence
Retirement can be filled with all sorts of new freedoms and experiences. However, this new phase is not without its anxieties....
A new look at the Low Income Superannuation Tax Offset
If you or your partner are working part-time or earning a modest income, it’s worth knowing how government incentives can support your...
Government to change super rules – again!
Just when you thought you had it all figured out, an announcement from Treasury hits your inbox and plan B is now about to come into law!...
Smart ways to manage super: 5 step-plan to boost your balance
Mark, 65, and Sophie, 63, are both looking forward to retiring in two years. Mark, a long-time...