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Posts Tagged ‘retirement’

2025 UPDATE: New UK State Pension Top-Up Rules

May 1st, 2025

Over recent years, eligible UK expats and Aussies that worked in the UK had been granted additional time to top up their UK State pension entitlements, with the deadline on rules impacting the amount able to be topped up initially slated for 5 April 2023 and subsequently pushed back to 31 July 2023. The significantread more

Planning for Your Desired Retirement Age in Australia

January 17th, 2025

Planning for Your Desired Retirement Age in Australia Retirement marks a significant milestone in life, symbolising the culmination of years of hard work and the beginning of a new chapter. For many Australians, understanding the age at which they can retire—and how to prepare for it—is essential to achieving a fulfilling and secure future. Thereread more

Navigating Retirement Costs with the Latest ASFA Retirement Standard

September 13th, 2024

As you plan for retirement, understanding the financial requirements for your desired lifestyle is crucial. The ASFA Retirement Standard has been the go-to resource for exactly this purpose for 20 years, offering detailed guidance on the costs associated with modest and comfortable retirements. This standard not only helps individuals and couples plan financially but alsoread more

Should You Pay Down Debt or Increase Your Super Balance?

July 2nd, 2024

For Australians with a home loan, or other significant debt, to pay it down and watch your loan balance gradually reduce is a well-trodden path. So, too, is seeing your superannuation balance gradually increase as your employer makes contributions. But where does that leave us in 10, 20, 30+ years from now? Those with cashread more

Protecting your Family’s Wealth

June 14th, 2024

Protecting your Family’s Wealth... We all care deeply about the health and prosperity of our family. Beyond material wealth, a thriving family is built on the pillars of physical well-being, strong relationships, and shared values. Ensuring future generations enjoy these benefits involves careful planning and the implementation of robust financial strategies. Understanding asset protection Whereread more

Is Your SMSF Investment Strategy Sufficiently Diversified?

April 30th, 2024

When was the last time you reviewed your SMSF investment strategy? If it’s been a while, make sure you have a look – the Australian Taxation Office (ATO) went on the front foot a few years ago, sending letters to over 17,000 SMSFs that hold greater than 90% of their total investments in a singleread more

Super Contribution Caps Set to Increase on 1 July 2024

April 17th, 2024

As the end of the financial year approaches, Australians will soon have an opportunity to significantly boost their retirement savings thanks to the upcoming increase in super contribution caps, effective from 1 July. While there are a number of different routes through which you can add value and funds to your retirement, additional super contributionsread more

What is a Self-Managed Superannuation Fund (SMSF)?

March 21st, 2024

A Self-Managed Superannuation Fund (SMSF) offers Australians a unique way to save for retirement, in a landscape typically dominated by what are known as “retail funds”. Unlike those traditional super funds, SMSFs offer the ability for up to six members to have direct control over their retirement savings, with the flexibility to choose where theirread more

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