Longevity Risk in Retiree Portfolios (Australia)
Longevity risk, is simply the risk of running out of money too early in retirement. Financial Advisers can help mitigate longevity risk!
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Aug 122 min read
When can I access my Superannuation to Retire?
To access your superannuation, you need to meet a 'condition of release' which for most people occurs due to reaching a certain age and/or r
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May 202 min read
Media Feature: What is an equity release for seniors and retirees? (InfoChoice)
Michael Sauer was featured in this InfoChoice article discussing equity release options for seniors and retirees.
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Apr 223 min read
Superannuation Tax Planning for Non-Tax Beneficiaries
This is a technical financial advice topic and general advice only. So, to help make it easier we offer an obligation free chat to...
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Apr 42 min read
How you can have TOO MUCH money in your personal name in retirement
Ok, I know this sounds like a good problem to have, but it’s not from a tax perspective. Each member of a couple can have a maximum of...
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Mar 122 min read
Save $40,925 in tax! High Income Earners starting work in Australia or returning to work will want to read this....
It is nearing tax time, so tax minimisation strategies start to become the one of the most common questions we receive. With the...
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Feb 62 min read
Inheritance Tax in Australia (and how to plan ahead for it)
We can help explain everything you need to know about inheritance tax in Australia and create a plan which minimises the impact you or your
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Jan 302 min read
Unlocking the Government Age Pension: Eligibility, Income, Asset Tests and Strategies!
In this blog post, we simplify the intricacies surrounding the government age pension in Australia. From understanding the age...
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Jan 242 min read
You can retire 5 years earlier just by spending 3% less! (You'll want to take 2 minutes to read this...)
This comparison is an amazing way of showing the power of 'paying yourself first' and benefitting from compounding returns when you do...
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Nov 1, 20232 min read
Is too much cash in your SMSF a financial trap? Let's talk about it!
Today I want to discuss a crucial issue that many self-managed super fund (SMSF) trustees might be overlooking. We're going to delve into...
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Oct 24, 20231 min read
Supercharge your retirement savings with Catch-Up Contributions
Helping clients maximize their retirement savings is a top priority for Financial Planners. Catch-up contributions, also known as...
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