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Christmas wishes 2019 (and a little advice)

This year will be my 64th Christmas. It will be a special time for me. I am spending Christmas for the first time with my grandchildren and I am very excited.
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A Christmas Present from Treasury

In September 2019, the federal government announced a review into Australia’s Retirement Income System.
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A couple of important changes to super

One of the things Mark and I try to achieve with this blog is to keep readers informed about changes in the superannuation, social security and aged care space.
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How much money do I waste? The amount is frightening.

Peter and I have often written about how much you need in retirement to live a comfortable life.
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Putting members' interests first

It is common for superannuation funds to provide insurance to members of their fund.
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When can I get hold of my super?

For most Australians, the money they have in superannuation is preserved. That means it cannot be accessed until a 'condition of release' has been met.
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Age Pension - not all assets are created equal!

Last week I wrote about the Age Pension - what, when and how much? This week I am continuing the discussion, focusing on one aspect of the means test which is applied to calculate ...
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Age Pension – what, when and how much?

Does paying taxes while you’re working give you the right to expect you will receive an age pension when you decide that you no longer want to work – in other words, retire?
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Is your employer paying the correct amount of super?

There has been quite a bit of media focus in recent months about some employers failing to pay the correct, or in fact any, compulsory contributions to superannuation for their ...
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What is the cost of complacency?

Australians are notorious for being disengaged with what will often become their largest investment apart from their family home. What am I referring to? Their superannuation!
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