Many Australians expect an inheritance, but their parents may have a different view. Around one in two Australians have received or expect to inherit money or property, either from their parents or others. That’s one of the key findings from Vanguard’s 2024 How Australia Retires research, but it shouldn’t...
Here are four basic retirement questions many people struggle to answer correctly. They are four fairly basic statements related to Australia’s retirement income system that every working and retired person should ideally be able to answer correctly as either true or false. Super fund members can access...
A third of Australians retire without a plan. Here's why you should have one. Working and generating a stable income can be described as a comfort zone for most Australians. The same can be said for having a well-considered retirement plan that clearly identifies your current financial...
If you plan to get more into your super this financial year, act very quickly. If you’re aiming to make a personal superannuation contribution before the end of the current financial year, your actual lodgement deadline is probably just over one week away from now. That’s because...
As the financial year draws to a close, it's the perfect time to review your financial affairs and set the stage for a successful new financial year. By taking care of essential tasks and implementing strategic planning, you can position yourself for a smooth transition...
Five easy ways to get more into your super fund before the end of the financial year. With the end of the current financial year fast approaching, time is running out if you’re planning to boost your superannuation balance before 30 June. Even depositing a small amount...
With an aging population and ever-decreasing government resources, Australians are looking at being less reliant on the social security safety net and planning personal strategies to give themselves comfortable financial security in later years. Given the vagaries of the stock market, investing in property is being recognised...
If you’re close to retirement, chances are you’ve already spent time thinking about how to tap into your superannuation when you retire. Broadly speaking, you have a few options when you retire, as long as you’ve reached the minimum ‘preservation age’ when you’re allowed to access...
The landscape of retirement in Australia is shifting. Thanks to COVID-19, many Australians postponed their transition into their golden years. Recent figures, however, are indicating a significant trend: we've possibly reached the peak retirement age. A gradual increase has been observed over the decades in the age of...
Whatever age you are or the point of your career you’re at, it’s important to know how much is in your superannuation. After all, the more you can contribute to your superannuation, the more you will have for retirement. It’s also interesting, then, to see how your superannuation...
He is also an accomplished presenter and educator
Co-authoring the popular investment book, Property vs Shares.