Retirement Strategies

Splitting super contributions to your spouse’s super account may help to boost their retirement savings and provide a range of other benefits.

You may be eligible to claim a tax deduction if you make a personal contribution to superannuation. There are some important steps you need to follow carefully and specific timeframes to take action.

Director and senior planner Gary Winwood-Smith on benefits of good planning.

Principal adviser and founder Bill Bracey explains the benefits of a good plan.

When was the last time you challenged your beliefs? You know, the ones you grew up with…especially when it comes to using money.

For many Australian families the arrow of intergenerational help is pointing in a new direction.

Investments, retirement, superannuation and cash flow. These are the financial issues that keep Australians awake at night.

When it comes to superannuation, most funds offer a range of investment options.

As retirement comes into view, it’s time to imagine a new you for the post-work age.

Superannuation is generally intended to help fund your retirement, but there are instances where you may also be able to withdraw your super savings early, depending on your situation.

For many people, super remains a highly tax-effective structure to hold investments for the accumulation of retirement savings, as well as maintaining their risk/insurance protection.

While nearly nine in 10 say they have a preference, less than five in 10 have discussed their wishes with their family. What about you?