Category: Retirement

Retirement Superannuation & SMSF

Can I go back to work if I’ve accessed my super?

When you access your super at retirement your super fund may ask you to sign a declaration stating that you intend to never be employed again. But there may be…

Retirement Superannuation & SMSF

Super growth reducing age pension drawdown

Less than half of new retirees accessed the age pension last year and of those who did, only one-quarter drew a full pension, according to new research from annuity provider Challenger, which claims superannuation is working on a mass scale.

Financial Planning Retirement

How to retire early

Whether you choose or need early retirement, having a plan can give your money the best chance of lasting the distance. Whether lifestyle preferences or circumstances beyond your control are…

Retirement

Downsize the home, upsize the super

From 1 July 2018, if age 65 or older and satisfy the eligibility requirements, you may be able to make a downsizer contribution into super of up to $300,000 from…

Insurance Retirement Superannuation & SMSF

Control considerations flagged with death benefit pensions for children

When starting retirement phase pension accounts, SMSF professionals and their clients should think carefully about how it might impact the amount of death benefit pension that their children will be able to receive, says a technical expert.

Retirement Superannuation & SMSF

When can I access my Super?

Superannuation is generally intended to help fund your retirement, but there are instances where you may also be able to withdraw your super savings early, depending on your situation. Here…

Financial Planning Retirement Superannuation & SMSF

An easy guide to Australia’s most popular retirement income product

Account-based pensions, sometimes called allocated pensions or retirement income streams, can be a great way to use your superannuation savings to create a retirement income. If you’re a novice when…

Retirement Superannuation & SMSF

Is your super fund top of the class? If not, it could cost you thousands in retirement

You no doubt already know that not all superannuation funds are created equal, but you might still be surprised to find out just how badly the wrong fund can impact…

Lifestyle Retirement

Finding a purpose in retirement can help you live longer

Transitioning from work life to retirement can be tricky and while most people anticipate retirement being the best years of their lives, many struggle to find a purpose in their…

Financial Planning Retirement Superannuation & SMSF

How to play catch up with your super

Now you can put more into super at the concessional rate of tax, starting from the 2019-20 financial year. Putting more money into the tax-friendly framework of superannuation to help…

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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.