by the Retirement Essentials Team | Apr 7, 2025 | Video Tutorials
It’s a common concern for many of our Retirement Essentials community members: how will receiving an inheritance impact their Age Pension benefits? With people living longer, it’s increasingly common to receive an inheritance later in life, often during...
by Jeremy Duffield | Apr 7, 2025 | Retirement Advice
The recent declines in the Australian and global share markets, driven by the US tariff announcements, may be unsettling. Today’s article by Jeremy Duffield aims to provide context and encourage confidence in your retirement future. Downturns are...
by the Retirement Essentials Team | Apr 7, 2025 | Video Tutorials
It’s an inherent aspect of any partnership that one individual will be younger than the other. However, the significant impact this age difference can have when strategically approaching retirement income rules, particularly if one partner transitions out of...
by Amanda Hardy Lai | Apr 3, 2025 | Centrelink Age Pension
When disaster strikes, the emotional and financial toll can be overwhelming. For retirees, losing a home – whether due to fire, flood, or another catastrophe – could be one of the most significant challenges of their lifetime. Once the immediate needs of...
by Amanda Hardy Lai | Apr 3, 2025 | Retirement Advice
Navigating the complexities of retirement planning and intergenerational wealth transfer is increasingly important for Australian families. As the ‘Bank of Mum and Dad’ (BoMaD) plays a more prominent role in assisting younger generations, understanding the...
by Kaye Fallick | Apr 2, 2025 | Retirement Advice
Are you dreaming of a sea change or a tree change? You’re not alone. Many Australians love the idea of moving to the coast or a country block. But whether or not you can make it work is the real question. Would moving from your current neighbourhood really improve...
by Nicole Bell | Mar 27, 2025 | Centrelink Age Pension
The reporting during last week’s Federal Budget that deeming rates would be frozen for another year from 1 July 2025 was a welcome one for many retirees. It was also on Retirement Essentials adviser, Nicole Bell’s wishlist when we published our preferred Budget...
by Kaye Fallick | Mar 27, 2025 | Retirement Advice
What are the vital steps to take? Most Australians aged over 50 don’t think that they will achieve a comfortable retirement. That’s the blunt top level finding from a survey of 2250 which was conducted by Colonial First State (CFS) superannuation and reported in the...
by Amanda Hardy Lai | Mar 27, 2025 | Centrelink Age Pension
What Centrelink knows or doesn’t There’s a lot of confusion about what Centrelink knows, what it updates automatically, and what you need to report yourself. Many people assume Centrelink has direct access to their tax records, bank accounts, and superannuation...
by the Retirement Essentials Team | Mar 26, 2025 | Centrelink Age Pension
The wait is over with the details of Treasurer, Jim Chalmers’, fourth Federal Budget now revealed. Before sharing the highlights, let’s recap the Retirement Essentials team’s wishlist to see how many measures actually came to pass. Retirement Essentials proposed...
