Retirement Income Articles

Nancy and Phil Case Study

Nancy and Phil Case Study

Temporary reduction to the minimum superannuation drawdowns what does it mean? When a retiree commences an account-based pension with their superannuation monies, it pays them an income.   Account-based pensions are required by law to pay a minimum...

Jim and Sue – Our assets have reduced, what can we do?

Jim and Sue – Our assets have reduced, what can we do?

Jim and Sue are both retired and their investment assets have recently reduced.  They had a weekly income of $966 from a combination of the age pension and their own account based pensions. They are now interested in understanding how the reduction will...