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A downsizer update

Back on 1 July 2018, a new opportunity arose that allowed older Australians to make contributions to superannuation without meeting the normal age limits and other conditions ...
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What is... retirement?

Regular readers of this blog will be aware that retirement is a recurring theme amongst the topics we discuss.
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Hacks and scams

Over recent weeks the news has been inundated with reports of the cyber-attack and theft of customer personal information from Optus, one of Australia’s key phone and data ...
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Retirement - its more than just the money

Last week, I celebrated a significant career milestone. I clocked up 20 years working with my current employer.
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Australia’s “secret” inheritance tax

Did you know?
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Can I claim a tax deduction for my personal super contributions?

Firstly, a very quick history lesson.
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What is the...Jobseeker Payment?

Over recent weeks I have received a number of enquiries from advisers with clients wanting to “retire early” in order to spend time with their older partner who is already ...
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Do I really need $1million in super to be able to retire?

Over the years there have been a number of articles published extolling the virtues of having a million dollars or more, in super to be able to retire comfortably.
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Something positive from the pandemic

With COVID-19 having reaped havoc on the lives of 25 million everyday Australians it might seem strange to be making comments about positives.
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New year...new rules

The start of the 2023 financial year heralds some significant changes to the rules governing contributions to superannuation.
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