How does your super compare?

How does your super compare?

Better than you thought? The Australian Tax Office (ATO) quietly released some statistics end June. I say quietly because this data is really interesting. And useful for individual retirees keen to understand their overall financial standing. The data is somewhat...
Surprising annual super returns

Surprising annual super returns

How did your savings perform? In news just in, Australian super funds have had a third strong year with double digit returns.  The financial year-on-year returns were published by superannuation research house SuperRatings late last week. SuperRatings estimates...
Jeremy Duffield’s 10 Rules for investing

Jeremy Duffield’s 10 Rules for investing

How to maximise your life savings I have a bit of a shoemaker’s children problem. Happily, my grownup kids all have shoes, but while their dad has spent 45 years in the investment field, they (and their partners) have very little interest in – or knowledge of...
Meeting super withdrawals before 30 June

Meeting super withdrawals before 30 June

As the end of the financial year approaches, it’s a timely reminder for anyone drawing an income from an Account-Based Pension (ABP) to double-check they’ve met their minimum annual withdrawal requirement. ABPs are a key tool for providing tax-effective income in...
A clearer path to retirement

A clearer path to retirement

Practical steps to understanding Retirement is a major life milestone—often exciting, but sometimes uncertain. Superannuation, Account-Based Pensions (ABPs), investments and spending plans all have moving parts, and working out how they fit together can feel...