Take control of your super! Who decides what happens to your superannuation savings when you die? You may think that you do, but that isn’t always the case. The ultimate decision may be made by someone you don’t even know – the trustee of your superannuation fund....
We trust everyone is well and not too over-burdened or stressed leading up to Christmas. We are pleased to attached our last newsletter of 2023 covering the following: 1. Ten common financial mistakes to avoid before retirement. 2. The impact of interest rates on...
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...
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...
On May 29th, the Federal Treasurer announced an extension to the temporary reduction in Account-Based Pension minimum drawdown rates. This was initially implemented due to the COVID-19 downturn in 2020 and will continue to be very beneficial. The extension will ensure...