by James Coyle | Jul 8, 2022 | Centrelink Age Pension, Planning for Retirement
Will Steve lose his pension? This week we received a question from Steve who is due to inherit a sizable amount of money. But he’s worried that this will be to the detriment of his part Age Pension entitlement. Here’s what he asked us. Steve: Hi, I’m a 68 year old...
by James Coyle | Jul 8, 2022 | Planning for Retirement, Retirement Income
Running out of money – But does it really happen? They say the secret to a happy life is to only worry about the things within our control. This is an even more interesting concept when applied to funding your retirement. What can you control? And what is...
by James Coyle | Jul 8, 2022 | Centrelink Age Pension, Retirement Income
Another rate rise – Is it time to rethink cash? Last Tuesday the Reserve Bank Governor Philip Lowe announced a 50-basis point increase in the official cash rate, raising it from 0.85% to 1.35%. This increase is the third in three months, following those of 0.25%...
by James Coyle | Jul 4, 2022 | Centrelink Age Pension
The start of a new financial year is a great time to review strategies and settings in order to maximise your retirement income This week we look at three ‘big dollar’ decisions – and why knowing the detail and/or seeking advice can save you more in the long run. Some...
by James Coyle | Jul 4, 2022 | Centrelink Age Pension, Retirement Income
Fifth downturn in 30 years The numbers are in and ‘its not pretty’ said one super fund chief. This is all too true, with Chant West reporting an expected 3.5% drop in super fund balances over the past 12 months. This amount is still an estimate as it takes some funds...
