Select Page

What is decumulation and why should you care?

by | Oct 25, 2021 | Planning for Retirement, Retirement Income | 8 comments

Large family sitting in the garden eating together

Join Now

Unlock unlimited access to all our content and get great discounts by purchasing a membership now
Join Now

Learn more …. 

Related posts:
James Coyle

James has over 35 years experience in financial services with particular expertise in two of the key components of retirement finance - Superannuation and the Age Pension. He is passionate about providing the guidance and support that can help older Australians enjoy their best possible retirement. He lives in regional Victoria surrounded by dogs and chooks.

8 Comments

    • Steven Sadler on October 27, 2021 at 10:47 am

      Hi Jayantha, thank your for reaching out, we will contact you via email separately to this comment.

  2. Maureen Sellars on October 27, 2021 at 8:58 am

    Then how come you failed me with your advice. It always seemed to me that I had to do all the mind bogling reports.

    • Steven Sadler on October 27, 2021 at 11:36 am

      Hi Maureen, I’m sorry to hear you feel we failed you. I am the Head of Customer Service so I would like to call you and discuss the matter. I will send you an email separate to this comment to book in a day/time.

  3. margaret on November 23, 2021 at 7:40 pm

    I will be getting a lump sum next year when a property is sold and am still working part time and salary sacrificing. What are the rules for someone aged 67, is this the cut off age to contribute into super concessionally and non concessionally?

    • Steven Sadler on November 24, 2021 at 3:34 pm

      Hi Margaret, thank you for reaching out for further assistance! It would be best to discuss your situation in a more confidential forum. We will send you an email separate to this comment with details on how we can potentially assist.

  4. Chris Carlile on March 3, 2022 at 11:08 am

    I am retired and have a SMSF . I am thinking of closing this and putting the funds in to an industry fund. Do you have any advice?

    • Steven Sadler on March 3, 2022 at 12:00 pm

      Hi Chris, thank you for reaching out for help planning your retirement. For you and anyone else who would like to have a discussion with someone they can trust about retirement we do offer financial advice consultations.

      Our financial advice consultations are designed to help you better understand your needs and goals in retirement and some of the actions you can consider to help you achieve those goals. The consultation is online, goes for up to 45 minutes and costs $150.

      CLICK HERE to book now.

Submit a Comment