NEO Newsletter – December 2021

NEO Newsletter – December 2021

Super news for the new financial year From 1 July 2021, there were some exciting changes to super including an increase to the Super Guarantee amount and an increase to the super contribution caps…. Staying safe from scams If lockdowns and travel bans weren’t...
How to Prepare to be Financially Fit in Retirement

How to Prepare to be Financially Fit in Retirement

One of the most common questions we hear people ask is “how much do I need to have a comfortable retirement without spending all my retirement savings?” The answer is a lot simpler than you may think. It is a basic mathematics equation, specifically: The...
Retiree Spending Patterns

Retiree Spending Patterns

The financial services industry may have underestimated the dramatic fall-off in retiree spending as retirees age, according to our analysis of real-world expenditure data. This is potentially a positive message for retirees and their advisers dealing with the...
NEO Newsletter – Second Edition 2021

NEO Newsletter – Second Edition 2021

Contents: Understanding account-based pensions One day you’ll be ready to retire. Then you can stop working and spend more time doing the things you enjoy. But what are your options when it comes time to access your super? Renovations at home Tempted by a home reno?...