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Are you on F.I.R.E.?

This is probably not a very sensitive title for a blog, given the very vivid memories of the bushfires that devastated many parts of Australia this time last year. However, ...
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Yet another review!

Back before the world was turned upside down by COVID-19, the Government announced they were implementing a review of Australia’s retirement income system.
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It is just me?

Is it just me, or have I been caught up in a something that affects others of my age?
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Maximising retirement savings

It is generally accepted that, for most people, superannuation is the “go-to” preferred structure for retirement savings. It is convenient, tax-advantaged and most ...
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The bane of my life

Anyone who knows me will know that I absolutely detest telemarketers – those people who phone me the very moment I sit down in front of my TV at the end of a long day at the ...
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Thoughts on the Federal Budget 2020-21

As has been my practice for more years than I care to remember, the night the Federal Budget is brought down will see me glued to my computer screen for more hours than any ...
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COVID Crunch time

Back in March 2020 when the coronavirus pandemic first came to Australian shores and the country went into lockdown, the Federal Government introduced a generous economic ...
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Maximising non-concessional super contributions

One question that comes across my desk on an almost daily basis is “how much can my client contribute to super?”
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Getting things in order - part 2

Recently I wrote an article  about how superannuation benefits are handled when a member of a superannuation fund dies. I undertook to write a follow up article that considers ...
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Getting things in order

I spend my days working closely with financial advisers as they help their clients get their affairs into some sort of order.
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