by Dino Di Giulio | Oct 18, 2021 | Financial Planning, Retirement
Once you’ve built up a retirement nest egg, it can seem like a lot of money. You might be tempted to take at least some of your superannuation as a lump sum and treat yourself to something. But remember, with life expectancies on the increase, your money is likely to...
by Dino Di Giulio | Sep 20, 2021 | Retirement, Financial Planning
A successful retirement means different things to different people. Whatever your definition of retirement success, one thing is sure – no one wants their golden years pressured by financial concerns. A bit of careful planning can eliminate the worry of not having...
by Matteo Mosele | Mar 11, 2021 | Retirement, Financial Planning
After spending their working life building retirement savings, many retirees are often reluctant to eat into their “nest egg” too quickly. This is understandable, given that we are living longer than previous generations and may need to pay for aged care and health...
by Matteo Mosele | Feb 15, 2021 | Retirement, Financial Planning
As anyone who has joined the weekend crowd at Bunnings knows, Australians love DIY. And that same can-do spirit helps explain why 1.1 million Aussies choose to take control of their retirement savings with a self-managed superannuation fund (SMSF). As well as control,...
by Matteo Mosele | Jan 18, 2021 | Retirement
After a year when even the best laid plans have been put on hold due to COVID-19, people who were planning to retire soon may be having second thoughts. You may be concerned about a drop in your super balance, insecure work, or an uncertain investment outlook....
by Matteo Mosele | Dec 15, 2020 | Accounting, Retirement, Tax
After a year when the average superannuation balance fell slightly or, at best, moved sideways, the summer holidays could be a good opportunity to think about ways to boost your super while being mindful of tax. With the Reserve Bank reducing interest rates to...
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