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When is the best time to retire?

Retirement – a phase many of us daydream about.
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What is happening with superannuation caps?

Many aspects of superannuation are governed by limits or caps.
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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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The upside of downsizing

I've recently written a couple of blogs on downsizing and accessing money from the equity built up in our family home. For many, this wealth has increased substantially over the ...
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Are downsizer contributions achieving their purpose?

Way back in the dim, dark past – 2017 to be exact – the Government announced an initiative designed to reduce the pressure on housing affordability for Australian families.
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