Case studies

In this section you can find articles which feature case studies to better illustrate how a super rule or strategy works.

Some of the topics covered include when you can afford to retire, how reverse mortgages work, how to reduce tax on TPD payments, the pros and cons of investing an inheritance into super, boosting retirement income with downsizer contributions, transferring shares into an SMSF, using a recontribution strategy, how to make the most of higher contribution caps and much more.