Retirement

August 29, 2025

How should Australia’s financial industry turn hard earned retirement savings into retirement income? Delivering investment outcomes in retirement is an incredibly complex problem...

November 12, 2024

As you near retirement, a Transition to Retirement (TTR) strategy offers flexibility by allowing you to access a portion of your superannuation while still working. This can help supplement your income or boost your retirement savings, depending on your financial goals.

September 10, 2024

Spouse contribution splitting is a valuable superannuation strategy in Australia that allows one partner to transfer part of their concessional contributions to the other’s super account. This approach can equalize super balances, maximize Age Pension eligibility, and optimize tax benefits, especially when there is a significant age or income gap between spouses. While beneficial, it's important to understand the eligibility criteria and consult with your super fund and financial adviser to ensure this strategy aligns with your retirement goals.

August 30, 2024

The benefits of self-managed super funds are evident by their continued growth. This more detailed article explains why and the benefits of self-managing super.