Category: Retirement

Financial Planning Retirement

Resist today, relax tomorrow

Can you recite the last line of Gone with the Wind? If not, you’ll find the answer at the end of this article. If you scrolled down straight away, you might be…

Property Retirement

Heed restrictions on downsizer contributions

Downsizer contributions can be a valuable strategy for members who are retired or have reached their contributions caps to tip further funds into super, but advisers need to be aware of the restrictions around which property sales are eligible, according to a technical services expert.

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…

Insurance Retirement

Paying for health care in retirement

In retirement, an Australian couple needs from $4,700 to $9,400 a year to pay for health care , according to the Association of Superannuation Funds of Australia, and the average cost of private health insurance rose 4.8 per cent in 2017, far outpacing inflation.

Retirement

LRBA changes mostly affect Melbourne, Sydney retirees

Incoming changes to LRBA provisions are likely to affect the majority of SMSF trustees in Melbourne and Sydney who are approaching retirement and have recently purchased a property within their fund, according to a major financial institution.

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 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…

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…

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

9 money mistakes to avoid in retirement

How to keep your finances on track once you leave the workforce When you’ve worked hard all your life to build up your nest egg, the last thing you want…

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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.