/ preparing for retirement

preparing for retirement

What to do if the market tanks and you’re retired, or close to it

Volatile financial markets make it difficult to plan ahead, but in uncertain times having a plan and sticking to it can make a big difference to your retirement outcome.
What happens to my TTR when I turn 65?

When you turn 65 a number of things happen to your transition to retirement pension – mostly good but there are traps to avoid.
How sequencing risk affects your retirement

Sequencing risk can ruin even the most carefully planned retirement. Losses and low returns just as you move into retirement mean you will have much less to spend.
How to navigate the different stages of retirement

Retirement planning should be about more than money. The physical, mental and emotional challenges of life after work are equally as important as you plan how to spend your days.
Converting super into retirement income: What are your options?

Choosing the best combination of retirement income sources for your circumstance can make a big difference to your overall retirement income.
Planning to retire this year and start a super pension? Here’s what to consider

As retirement beckons, it’s worth checking the rules around making last minute super contributions and how much you can transfer into a tax-free pension account.
How a transition-to-retirement (TTR) pension works

If you are looking to wind back working hours or boost your super in the lead-up to retirement, a transition-to-retirement (TTR) pension may be the answer.
Changing pace: Retiring and thriving together

Along with planning and saving for retirement, it pays to prepare your relationship for the changes ahead.
Retiring soon? Here are 5 questions you need to answer first

There’s a lot to think about in the run-up to retirement, from where your income will come from to where you’ll live, but answering these questions should help you prepare.
The sprint finish: How to boost your super before retirement

If you’ve left building retirement savings a little late, these four options could provide the boost you need to get your balance on track.
Five common financial mistakes SMSF trustees make just before retirement

There’s a lot to think about when you’re on the threshold of retirement, so it’s not surprising that mistakes are made and opportunities overlooked. Here’s what to watch out for.
How do I apply for the Age Pension?

This article is a step-by-step guide to claiming the Age Pension and getting it right the first time so you can avoid any delays or frustration.
Financial advisers give tips on preparing for retirement

Preparing for retirement can be daunting for many Australians. In this video members of the Profession of Independent Financial Advisers help you understand the important things to consider.
Adjusting to retirement: 8 factors that can help

This article presents findings from a research program that analysed the retirement experience of 200 Australians, and identifies eight specific factors that had helped those that had best adjusted to retirement.