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Retirement - exciting and a little scary?

In a couple of months, I will turn 63, a year closer to my retirement.
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An email to Henry

Last week I had a call from a colleague and friend, let’s call him Henry (not his real name). Henry is a financial planner working in suburban Sydney. For the past couple of ...
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More about super contributions

A couple of weeks’ back I covered the rules around the timing of superannuation contributions. In line with the same theme, I thought it would be worthwhile to revisit some ...
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Planning on making super contributions this financial year?

As we move into the start of the fourth quarter of the financial year, it is timely that we turn our mind to tax planning and the things we need to be considering as 30 June ...
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Scared of losing your marbles... or just your super?

We have previously written on a number of occasions about the risks of internet-driven identity theft and perhaps, more importantly, the theft of our hard-earned savings. But ...
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Downsizer Contributions – value for some is questionable!

In November 2017, legislation was passed that will allow certain individuals who sell their main residence to contribute up to $300,000 of the sale proceeds to superannuation ...
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Should life be this hard?

Have you ever tried to change your bank, electricity supplier or phone/internet provider? Why is it just so hard?
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