
- 09 December, 2021
Having your cake, and eating it too
For many, retirement is that time in life when thoughts turn to enjoying life without the drag of having to go to work to keep food on the table. As my dear colleague, Mark Teale has often said, retirement is “my time”. But retirement can bring its own share of...
Read More
- 24 November, 2021
Is your house your home?
As many people approach or enter retirement, their thoughts often turn to retirement housing options. Often, family members enter the conversation, either by invitation, or they simply gate-crash the discussion and present their own views on the subject. For many, staying in their current home, at least for the foreseeable...
Read More
- 10 November, 2021
Finally…. some very good news
When the government released it’s 2021 Budget back on 11 May, it included some exciting announcements relating to superannuation. At last, the announcements have seen the light of day in the form of the Taxation Laws Amendment Enhancing Superannuation Outcomes For Australians and Helping Australian Businesses Invest) Bill 2021. That is a...
Read More
- 27 October, 2021
And then there was one…
One of the questions that is regularly asked relates to how superannuation is dealt with on a person’s death. Picture this….. Dave and Marg are retirees. They both have accumulated superannuation which is being used to pay each of them a regular account-based pension. Sadly, Dave passes away after a...
Read More
- 13 October, 2021
What is… the Disability Support Pension?
The Australian government, through the Department of Social Services, provides a range of payments and income support benefits to Australians in need. For those suffering from permanent disability or a long-term medical condition, the Disability Support Pension DSP) pays a regular fortnightly income payment. According to the 2019-20 Annual Report...
Read More
- 29 September, 2021
How much can I contribute to super?
It is 10:15AM on a Thursday morning. I have just come back to my desk with my third cup of coffee for the day – I must cut back on caffeine, I remind myself. An email arrives in my inbox – nothing unusual about that. A financial adviser is asking...
Read More