Proposed changes to the PLS could help more elderly Australians stay in their own home for longer.
Set out below are all SuperGuide articles that relate to Case studies.
The Pension Loans Scheme can be a great way to boost your retirement income by taking out loan from the government against the equity in your home.
In your late 60s, you may need to meet a work test before making contributions into your super account. Here’s the current rules and what they mean for you.
Let’s be frank, at a time of historically low interest rates it’s no wonder SMSF investors have been flocking to franked dividends from shares.
Despite the scandals of recent years, the evidence is clear that good financial advice can provide both material and intangible benefits.
How to deal with a partner’s death benefits has just become more complicated. We use a case study to show why.
The bar has been raised on the amount you can transfer into a pension account, but don’t get tripped up by the details.
From 1 July, the annual amount you can contribute to super will rise. If you are planning to make a large non-concessional contribution, it pays to think about timing.
Most retirees hope to stay in their own home for as long as possible. Government support is available but waiting lists are long for higher level care. For some, self-managing home care can significantly cut costs.
In this article we detail how the Age Pension is assessed, how the income and assets tests work, and illustrate with case studies for a Single and a Couple.
You may be able to earn more income than you think without losing your Age Pension entitlements. We show you how.
If you have already retired, or are close to it, from 1 July 2021 you may be able to boost the amount in your tax-free super pension account.
Answers to common questions from SMSF trustees about repayment relief for their LRBA loans.
Lee and Mandy are retired and want to see whether downsizing could increase their retirement income.
Chris (47) earns $180,000 per year and has $430,000 in super. Lisa (48) earns $80,000 per year and has $220,000 in super. They have one daughter at university and are close to paying off their mortgage. They want to know if they are on track to retire when Chris turns 60.