Rental housing crisis: Swipe right for income A recent suggestion by NSW Premier Dominic Perrottet has sparked debate about Age Pension income and how Centrelink treats rental income. Speaking at the Sydney Summit conference in early February, the Premier expressed...
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.
When a loved one dies …
Retirement Essentials assists older Australians to make the most of their retirement income by fully understanding the rules and requirements. So we feel it is important to support those who have recently experienced the loss of a loved one by highlighting the steps they need to take with money matters.
Here is a brief summary of the major things it may help you to know as your navigate your way forward.
What does the ‘Bring-Forward’ rule mean?
There were multiple changes in superannuation last year, many in relation to non-concessional super contributions. In particular, as we reported, the ages at which different types of contributions can be made are now lower. Requirements around the Work Test have also been relaxed, in this case with the age being increased.