Today we look at what we believe to be common, avoidable superannuation errors. The more we highlight such mistakes, the more we can support all retirees to review and rethink before taking a misstep.
James Coyle
James has over 35 years experience in financial services with particular expertise in two of the key components of retirement finance - Superannuation and the Age Pension. He is passionate about providing the guidance and support that can help older Australians enjoy their best possible retirement.
He lives in regional Victoria surrounded by dogs and chooks.
Your super drawdown questions answered
Steven says: Your questions answered on super drawdowns A few weeks ago we reported on the pending change to the minimum super drawdown rates. Essentially, on 1 July the current rates will be doubled, reverting to the previous rates pre-Covid 19. At one level, this is...
Are you retirement fit? Here’s a handy 5-step checklist
So why do many of us think we can simply lurch into retirement, without a lot of planning, research or forethought? It begs the question. Are you retire fit?