It will be beneficial to lot of retirees if your organisation can provide
the expert advice how to invest the savings to maximise the outcome for each individual.
I’m in a slightly different scenario to the examples you provide, I turn 65 this month and retired about 18 Months ago. I have a Defined Benefits Pension of approx. $41,100, I have invested in a super account and it is sitting at approx. $240,000 and still in the accumulation phase and I have $30,000 cash at hand. I’m in a defacto relationship with an American lady who has just been granted Australian Residency, she is receiving an American social security disability pension and a legacy pension from her deceased husband (As far as I understand this is from a pension similar to a Defined Benefit IE: 5/8ths of his pension) I think this is around $60,000 AUD (We don’t discuss our financial situation). Is there anywhere I can seek advice what entitlements I will receive when I reach the Old Age Pension age of 66.5?
Hi Gary, thank you for reaching out for further assistance. We will send you an email separate to this comment with details on how we can potentially help via a phone consultation.
Hello, I have just retired and need advise as to apply for the aged pension. We have combined super of $706k and own our home. Our assets including cars and cash are about $80k. We have an investment property we paid $480k for , which is interest only and with the lock down and tenant unable to pay full rent the mortgage is now $496K. We don’t know the current value of the investment property but sales in the same block of apartments has been around $430k for a similar property. Can you assist with what we need do
Regards Kevin & Brenda
Hi Kevin, thank you for reaching out for further assistance. We will send you an email separate to this comment with details on how we can potentially help via a phone consultation.
How can I get access to previous blog posts?
Hi Bill, thanks for your interest in our blogs. You will find all our blog posts here. You can also search by topic on the RHS of this page
Very informative
Save all your life and either way it will be taken from us, either by a market crash, low interest or inflation. The world sucks!
AGREE 100%
It will be beneficial to lot of retirees if your organisation can provide
the expert advice how to invest the savings to maximise the outcome for each individual.
I’m in a slightly different scenario to the examples you provide, I turn 65 this month and retired about 18 Months ago. I have a Defined Benefits Pension of approx. $41,100, I have invested in a super account and it is sitting at approx. $240,000 and still in the accumulation phase and I have $30,000 cash at hand. I’m in a defacto relationship with an American lady who has just been granted Australian Residency, she is receiving an American social security disability pension and a legacy pension from her deceased husband (As far as I understand this is from a pension similar to a Defined Benefit IE: 5/8ths of his pension) I think this is around $60,000 AUD (We don’t discuss our financial situation). Is there anywhere I can seek advice what entitlements I will receive when I reach the Old Age Pension age of 66.5?
Hi Gary, thank you for reaching out for further assistance. We will send you an email separate to this comment with details on how we can potentially help via a phone consultation.
Hello, I have just retired and need advise as to apply for the aged pension. We have combined super of $706k and own our home. Our assets including cars and cash are about $80k. We have an investment property we paid $480k for , which is interest only and with the lock down and tenant unable to pay full rent the mortgage is now $496K. We don’t know the current value of the investment property but sales in the same block of apartments has been around $430k for a similar property. Can you assist with what we need do
Regards Kevin & Brenda
Hi Kevin, thank you for reaching out for further assistance. We will send you an email separate to this comment with details on how we can potentially help via a phone consultation.