Category: Retirement

Retirement Superannuation & SMSF

Changes to super contribution rules for over 65s

The Federal Government has updated superannuation laws to allow older Australians to contribute to their super for longer. Work test to apply from age 67 The government has increased the…

Investment Retirement Superannuation & SMSF

COVID-19: How long may your super savings take to recover?

As investment market volatility continues, what does this mean for Australians’ retirement savings? The COVID-19 (coronavirus) crisis has caused uncertainty in many areas of life, not least on investment markets….

Retirement Superannuation & SMSF

Boost your super in the lead up to retirement

As you approach retirement, it could be a good idea to consider giving your super a boost. If you’re looking at retiring in the near future, your savings will soon…

Financial Planning Retirement

COVID set to ruin retirement plans

Australians are becoming increasingly gloomy about their retirement prospects, with many believing that the flow-on impact of COVID-19 will mean they will have to work longer, new research has found….

Retirement Superannuation & SMSF

Treasury underestimates early super by $15bn

 

The government now expects around $42 billion to be removed from the super system as a result of the early release scheme, having revised up its initial estimates of $27 billion at the start of the scheme.

 

Retirement

Why timing is everything in retirement

Older Australians who are looking to have a fruitful retirement have been advised to carefully consider timing, with a bad year early on in retirement having the potential to wreak…

Retirement

Will I be able to afford my desired lifestyle once I stop working?

According to Stanford Brown private wealth adviser Todd Stanford, the answer really depends on a few factors, and the answering of a few questions. Questions like: What is your net…

Financial Planning Retirement

Australians remain pessimistic about retirement outlook

Australians are no longer confident of a comfortable retirement despite the impact of COVID-19 expected to be short-lived, new research finds. Survey results from State Street have found that 42 per…

General Insights Retirement

COVID-19 cuts risk pension pain

 

The Federal Government recently announced the mandatory minimum drawdown rates for retirees with account-based pensions would be temporarily halved in both the 2019-20 and 2020-21 financial years.

 

Financial Planning Retirement

Checklist for the end of financial year

The end of financial year on 30 June is a good time to take stock and get your finances in order. This is an end of financial year like no…

Take The Next Step, Book an Appointment
Contact Us

Zac Zacharia (Managing Director) has been assisting clients to create wealth and secure their futures for over 14 years.

He is also an accomplished presenter and educator

Co-authoring the popular investment book, Property vs Shares.