Latest News and Articles
Is the Age Pension fair?
That depends upon who you ask With two-thirds of older Australians relying on it, the Age Pension is a lifeline—but also a lightning rod....
Election 2025: Which issues matter most
As we reach the ‘business end’ of the 2025 Federal Election campaign, you may have a clear idea who you wish to vote for and why. Yet...
Will spending boost your Age Pension?
What if spending some of your savings could actually increase your income in retirement? For people with assets just above the Age Pension...
Mixing lump sums with income: Balancing flexibility, timing and risk
Martin, 68, recently retired and is considering withdrawing a $70,000 lump sum from his superannuation to purchase a new car, embark on a...
Noel explains: Three common retirement trade-offs
It was a pleasure to catch up with Noel Whittaker last week and hear his take on the trade-offs many retirees face. But first, we touched...
Retirement, real estate, and super
Theo’s property decision Theo retired in 2018 at age 67 and is now 73. Thanks to being in a super plan since he was 18, he has built a...
Retirement, legacy, and the Bank of Mum and Dad
Navigating the complexities of retirement planning and intergenerational wealth transfer is increasingly important for Australian...
Running the numbers: The comfort of knowing you’ll be okay
“My husband is 74, and I’m 68. We own our home and have around $400,000 in super. We receive the full Age Pension and live off that for...
Tariff changes and subsequent market fall
Barry, Ben and Mary are ‘freaking out’. Here’s why they shouldn’t Barry told us that he was ‘freaking out’ with the tariff changes and...