Last week we had a call from Ken who was very confused about his health card entitlement. Which prompted us to share the following comparison of concession cards so you know which one best suits your age and stage.
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.
Transfer Balance Cap explained
On 6 February we reported that Consumer Price Indexation of the $1.7 million super Transfer Balance Cap means it will increase to $1.9 million on 1 July.
Five ways retirees run out of money
The most common and greatest fear in retirement is running out of money. Of course most people don’t. Unlike many nations, Australia has a regularly indexed safety net which allows most retirees to at least cover the basics.