As we emerge from severe social lockdown following the global pandemic, it’s worth reflecting on what we’ve learnt. COVID-19 has been a dramatic shock to the system. To our life and to our finances. It reminded us of the need to be...
Retirement Income Articles
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 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...