Retirement planning case study: Single woman aged 52
Even if you are already in your 50s on a low to medium income, it’s not too late to achieve your retirement income goals.
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Even if you are already in your 50s on a low to medium income, it’s not too late to achieve your retirement income goals.
If you’re in your late 40s and want to continue your affluent lifestyle in retirement, it’s time to crunch the numbers and boost your super if necessary.
Continuing to grow your retirement savings even as you withdraw income can be a challenge, but a bucket strategy could tip the balance in your favour.
Retiring early due to poor health can really have an impact on your retirement plans and finances, so here’s 7 tips on what to consider.
Deciding whether to invest an inheritance into super can be tricky, so it’s important to think through your decision carefully.
It’s not widely known, but it’s possible to put money from a personal injury compensation payment into super without many of the usual caps and limits.
Self-managed super funds are generally a family affair, but “mates rates” for fund transactions or business dealings are strictly off limits.
The rules for making super contributions after age 67 have been relaxed substantially, but you must still meet a work test for one type of contribution.
It’s a common question, but the answer to your optimum pension drawdown may be as simple as spend your age.
Moving assets into the lower-tax super environment can be a rewarding strategy. This is how it’s done.
These case studies show you how to bring forward future super contributions and carry forward unused contributions from the past.
Answers to common questions from SMSF trustees about repayment relief for their LRBA loans.
Understanding your super balance and comparing the performance of your super fund with other funds involves more than just checking fees, super contributions and insurance premiums. It’s also knowing how – and when – your super fund calculates and applies investment earnings to the balance of your super account.
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