by James Coyle | Nov 17, 2023 | Retirement Income
The last day of October is the final date when individuals can file their tax returns unless they are represented by a tax agent. Many retirees – those on a Full Age Pension or those whose sole source of income is from their super – won’t be required to file a return....
by James Coyle | Oct 4, 2023 | Centrelink Age Pension, Retirement Income
Recent research from financial services provider, AMP, reports that 70% of Australians do not know what an Account-Based Pension is. We doubt this is the case with Retirement Essentials members, but it was a handy reminder that the complexity of many aspects of...
by James Coyle | Sep 27, 2023 | Retirement Income
At the end of August Vanguard Super released insights from its How Australia Retires study. This report focused on gender differences in retirement planning and retirement income. At one level you might ask if we learn anything new from such surveys or are the reports...
by James Coyle | Aug 31, 2023 | Retirement Income
The regular Retirement Essentials Retirement Pulse surveys reveal two interesting things about retirees. The first is that the majority say they are much more content in retirement than they were when they were working. And a similar number tell us that this is...
by James Coyle | Aug 10, 2023 | Centrelink Age Pension, Retirement Income
Should you stay or go?And what are the implications? If you are a homeowner, you have many different ways to use your family home to help fund your retirement. The first major fork in the road is the decision whether you will ultimately stay in your current home or...
by James Coyle | Aug 10, 2023 | Retirement Income
Would one suit you? Most retirees would be happy to know their income was guaranteed for life. But unless you are one of the handful of Australians with untold wealth, this isn’t always possible. There are products you can purchase to ensure a regular income for the...
