This article details the rules of the Age Pension assets test (how much your savings and other assets are worth), which is one half of the means test (along with the income test) that determines how much Age Pension you could be eligible for.
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.
In this video interview David Williams from My Longevity talks about some of the more confusing aspects, and limitations, of calculating life expectancy, and the SHAPE plan.
Most Australians are worried about outliving their retirement savings, with pre-retirees the most concerned. But there are some simple steps you can take to help you worry less and sleep a little better.
When it comes to investing your super, working out what mix of assets to use is tricky. But new research shows there are important issues to remember when selecting your mix of investment assets.
Although building your super account balance is a good idea, the current Age Pension and super system rules can create a black hole for some people – leaving them better off with less money in their super account. Could you be at risk?
We all have expectations about what our retirement will look like in terms of lifestyle, but how does retirement actually pan out for those living in retirement?
In this article you can find out who are Australia’s truly independent financial advisers. There are now nearly 90 advisers on the list, including at least one from every state.
An investment-linked annuity is a lifetime income stream where the retiree’s income varies to reflect changes in the value of a selected investment option.
A Service Pension is an age-based, means tested pension like the Age Pension but paid to veterans, their partners widows or widowers.
Your superannuation can potentially affect how much, if any, Age Pension you receive in several ways. As well as the amount you have in super, your partner’s age can have an impact as can what you do with any super payments you access.
There are specific residency requirements that you must meet to be eligible to receive the Age Pension from the Australian government.
We’re starting families later, retiring later and living longer than ever before. But what do older Australians think living longer might look like?
The assumption that retired people have minimal housing costs underpins the settings of our retirement incomes system. But the real state of housing for older Australians today makes it critical for the Retirement Incomes Review to look at the evidence that now challenges this assumption.
Older lesbian, gay, bisexual, transgender and intersex (LGBTI+) people fear discrimination, exclusion and isolation in Australia’s aged care services, we found in our research.