by Kaye Fallick | Jul 18, 2024 | Retirement Advice
Being wealthy is very much in the eye of the beholder. While one person’s sense of wealth might come from their health, another’s could rest upon the strength of their relationships. Yet someone else might measure their wealth by the size of their super, particularly...
by Jeremy Duffield | Jul 11, 2024 | Retirement Advice
Keeping Retirement Simple – Part 9 If you’re fortunate enough to own your home – about 3 of 4 of our clients do – then you have a great opportunity to consider what role your house plays in your retirement plans. For Australians overall, housing is their largest...
by Jeremy Duffield | Jul 5, 2024 | Retirement Advice
Keeping Retirement Simple – Part 8 After the recent (disastrous for Biden) Trump-Biden debate, Poland’s top diplomat tweeted “It is important to manage our ride into the sunset.” And another commentator said, “We can’t beat Father Time; he’s never been...
by James Coyle | Jul 4, 2024 | Centrelink Age Pension
But how will this work for you? As you no doubt know the income and asset limits for full and part-Age Pensions were increased on 1 July this year. This is good news for many Australians who may have almost qualified for the Age Pension. It also means a slight...
by Kaye Fallick | Jul 4, 2024 | Retirement Advice
If so, what can you do? The hottest topics in the news right now seem to be the twin challenges of cost-of-living and inflation. It’s not just a talking point either, with many elections occurring across the globe this year, data indicates that any government in power...
by James Coyle | Jul 1, 2024 | Centrelink Age Pension
Over the last few weeks we have received lots of comments and questions from customers wondering how their partner’s age and working arrangements can affect their entitlements. So this week we are going to answer some of those questions. I am 67 and retired but my...
by Jeremy Duffield | Jun 27, 2024 | Retirement Advice
Keeping Retirement Simple – Part 7 If you depend on a water tank to provide your water during a long hot summer, the last thing you want is for it to have a number of leaks. It’s the same for your retirement nest egg – your savings and super. If it’s going...
by Kaye Fallick | Jun 27, 2024 | Centrelink Age Pension
Here are the facts The good news about Centrelink is that, as an agency of Services Australia, it is held accountable. The mechanism by which this occurs is through frequent Senate Estimates Committees which scrutinise Centrelink performance and its key indicators....
by Kaye Fallick | Jun 27, 2024 | Superannuation
It’s a very human need to want to know how you are doing compared with other people of your age and stage. It’s not the same as ‘keeping up with the Joneses’ which is a more competitive, status-driven urge. Knowing where you sit in the pecking order is very useful....
by Jeremy Duffield | Jun 21, 2024 | Planning for Retirement
Keeping Retirement Simple – Part 6 In previous articles, we’ve talked about how it’s tough to plan your retirement due to uncertainty about future investment returns…and inflation. In Part 3, we showed how the amount you can spend depends on what you earn on...
