retirement planning strategies
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Am I eligible for the Age Pension?
A common question for Australians planning their retirement is if, and when, they will be eligible for the Age Pension.
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Retirement planning is about more than money
A healthy super balance helps, but living life to the full in retirement also requires a sense of purpose and meaning.
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Q&A: Can property sale proceeds go into super after retirement?
Retirees with substantial investments both in and out of super often wonder whether they should start a super pension or draw income from investments outside super first. We look at the pros and cons of both options.
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How lifetime income products can help reduce the ‘taper trap’ for retirees
By purchasing a lifetime income product, many retirees on a part Age Pension, or those who just miss out, could increase their pension and overall retirement income.
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10 retirement mistakes you don’t want to make
There are lots of decisions to make as you prepare for retirement, and potentially large sums of money involved, so it’s important to avoid costly mistakes.
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Case study: High earners near retirement aim for six-figure income and tax-free inheritance
Watch how John and Helen adjusted their retirement plan to secure a six-figure income, extend their savings, and leave a tax-free inheritance.
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What age should I retire?
There are no hard and fast rules around when you can retire, but there are practical issues to consider and money is just one of them.
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Designing a fulfilling retirement: Insights from coach Dr Jon Glass
What does it take to retire well – beyond just having enough money? Retirement coach Dr Jon Glass shares powerful insights on purpose, identity, structure and self-awareness, and why designing a fulfilling retirement starts long before your final day of work.
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Mind over matter: The psychology of retirement planning
Understanding how common behaviours and cognitive biases can short-change your retirement is the first step to taking control of your financial future.
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Women and super (Part 2): Strategies to boost your super in the lead up to retirement
Whether you are single or in a couple, when retirement beckons there are many ways to top up your super and maybe even reduce your tax bill at the same time.
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A retiree’s dilemma: Pay off the mortgage or preserve super?
If you retire with a mortgage, choosing whether to clear it with your super or continue making payments can have significant impact on your retirement income and security.
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Case study: Self-employed single seeking a comfortable and secure retirement income for life
Watch to see how free tools empower Justine to get her retirement savings on track and reduce her tax bill.
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How to get more from your super in retirement
Leaving work doesn’t mean the end of opportunities to add to your super in your 60s and beyond.
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How to get your super in shape for retirement
As retirement nears, setting your super on the right path is more important than ever.
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How long you can expect to live and what it means for your super
While none of us knows exactly how long we will live, you can narrow the possibilities with these life expectancy projections based on Australian numbers.
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How to measure the financial impact of delaying retirement
If you are weighing up whether you can afford to retire sooner rather than later, it’s worth calculating some different scenarios before you pull the plug on your working life. We show you how.
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Case study: Should a wealthy retiree start a super pension or draw on non-super investments first?
Retirees with substantial investments both in and out of super often wonder whether they should start a super pension or draw income from investments outside super first. We look at the pros and cons of both options.
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Where to find retirement income in addition to super
If you are planning your retirement income and worried you don’t have enough super, don’t forget to factor in other potential sources of income. You may be pleasantly surprised.
