by James Coyle | May 30, 2024 | Retirement Advice
In the Retirement Essentials April 2024 Retirement Pulse we asked you about your wellbeing in retirement, including your health, happiness and sense of financial security. This gives us both a better understanding of the lived experience of retirement and the type of...
by James Coyle | May 24, 2024 | Retirement Advice
Many of us procrastinate when confronted with difficult tasks. At Retirement Essentials we see it often with people delaying applying for the Age Pension as they can’t face dealing with Centrelink. Another common area of procrastination is preparing a...
by Kaye Fallick | May 23, 2024 | Centrelink Age Pension
The biggest win for retirees in this year’s Federal Budget was the decision to freeze deeming rates until 30 June 2025. We reported on this in our Budget 2024-25 wrap, but wanted to take time to further explain this for those who are not quite sure how deeming rates...
by Jeremy Duffield | May 23, 2024 | Retirement Spending
Keeping Retirement Simple – Part 2 In Australia, we’re responsible for our retirement. The government helps with the Age Pension and Aged Care. But the rest we supply ourselves through our super and other savings and perhaps some work income. The...
by James Coyle | May 22, 2024 | Retirement Advice
Many of us procrastinate when confronted with difficult tasks. At Retirement Essentials we see it often with people delaying applying for the Age Pension as they can’t face dealing with Centrelink. Another common area of procrastination is preparing a...
by Jeremy Duffield | May 17, 2024 | Retirement Advice
Keeping Retirement Simple – Part 1 I was looking into getting solar for the house to save on electricity bills and reduce our carbon footprint. I found it was pretty complicated, a lot to consider. Won’t someone make it simple for me? That made me think: this...
by Kaye Fallick | May 17, 2024 | Centrelink Age Pension
Regular scheduled changes to the Age Pension will occur on 1 July. There are other changes as well which will have an impact on retirees and their income over the next 12 months. Here’s our end of financial year checklist to help you plan ahead. Spoiler alert: we do...
by James Coyle | May 17, 2024 | Customer Stories, Retirement Advice
Jenny and Daniel contacted us with a dilemma recently. They had received a windfall gain due to an unexpected inheritance. Often inheriting money also means a time of great sadness, but in this case they did not actually know the great uncle who had remembered Jenny...
by James Coyle | May 14, 2024 | Planning for Retirement
Federal Treasurer Jim Chalmers has handed down the May 2024-2025 Federal Budget. There weren’t a lot of surprises but there are a couple of nice bonuses for older Australians. Before we start, it’s important to note that these are only...
by Kaye Fallick | May 10, 2024 | Superannuation
With the approach of the end of the financial year (EOFY) there’s a lot going on. Many retirees are watching and waiting to learn of any 1 July changes to deeming rates which have been frozen since July 2022. It’s anybody’s guess what will happen next, but higher...
