Superannuation rules change 1 July 2025

Superannuation rules change 1 July 2025

What’s the fuss? There has been a huge amount of coverage – as well as some scams – on what might happen on 1 July. Today we update you on the facts so you can better understand if super changes are relevant and if, therefore, some action will be required. First up,...
Go well James

Go well James

Today marks a significant day for Retirement Essentials as we say farewell to James, who is retiring after nearly 12 years with SuperEd (the owner of Retirement Essentials).  You will likely know James through the many articles he’s written for this newsletter. ...
Planning to retire in June or July?

Planning to retire in June or July?

Make sure you read this first The end of one financial year or the beginning of another is a very popular time to step back from full-time work. Of course some people are ‘age’ driven and respond to a very specific birthdate trigger such as Preservation Age (usually...
How interest rates affect retirees

How interest rates affect retirees

Saul Eslake explains The Reserve Bank meets on Tuesday 20 May. This is one of eight scheduled meetings each year. The decision the Monetary Policy Board takes may affect your retirement income. We spoke with respected independent financial commentator, Saul Eslake,...