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Super & retirement

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Four steps to take before downsizing your home

Four steps to take before downsizing your home

The property we’re in can often feel like our “forever home”, so making the call to downsize can feel like a big decision.

  • by Rachel Lane

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How to avoid a ‘death tax’ on your superannuation

How to avoid a ‘death tax’ on your superannuation

The death tax on superannuation continues to generate much interest, but its intricacies – and ways to avoid it – are often not well understood.

  • by Noel Whittaker
Can you afford to retire now?

Can you afford to retire now?

It’s the question on all of our minds as we approach our later years, but the answer requires some careful planning.

  • by Bec Wilson
Retiring soon? Time to reduce, review and switch your services

Retiring soon? Time to reduce, review and switch your services

Take the opportunity – at the time when you will most benefit from cutting your cost of living – to run the ruler over your gas, electricity, and insurance.

  • by Bec Wilson
More eligible for veteran healthcare card thanks to new criteria
Analysis
Healthcare

More eligible for veteran healthcare card thanks to new criteria

New eligibility means as much as 10 per cent of the population could be in line for a veterans card.

  • by Noel Whittaker
Should I help pay off my kids’ student debt or add to their super?

Should I help pay off my kids’ student debt or add to their super?

If you’re thinking of giving your kids a financial gift, consider helping pay down their HECS debt.

  • by Noel Whittaker
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Our super funds won’t help us with retirement, so it’s time to take control

Our super funds won’t help us with retirement, so it’s time to take control

With super funds failing to provide pre-retirees the help they need, here are some steps you can take yourself.

  • by Bec Wilson
I lost my pension when my husband died. Can I get it back?

I lost my pension when my husband died. Can I get it back?

When drawing up a will, it’s worth considering the impact it will have on your partner’s pension.

  • by Noel Whittaker
I’m 54 and exhausted by work. Can I afford to retire early?

I’m 54 and exhausted by work. Can I afford to retire early?

Retiring before 60 is definitely possible, but requires a bit of careful calculation and planning.

  • by Paul Benson
Why it’s time to get selfish about your superannuation

Why it’s time to get selfish about your superannuation

If your fund can’t make an average return for a fair fee in one of the sexier years of super, should you really be sticking around?

  • by Bec Wilson
Super funds back in black thanks to last-minute share surge

Super funds back in black thanks to last-minute share surge

Rallies in global sharemarkets in the later part of the financial year, led by US tech stocks, contributed to the strong overall result.

  • by John Collett