Category Archives: Reviews

Transition to Retirement Pension – will they remain relevant?

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Our July blog on Uncertain Times for Super struck a chord with readers who are definitely interested in being kept up-to-date with the changes to superannuation announced in the Federal budget on 3 May.

One particular area of interest has been how the changes will affect Transition to Retirement (TTR) superannuation pensions. Continue reading Transition to Retirement Pension – will they remain relevant?

Time to review your super contribution caps and transition to retirement pension

Pick up a newspaper, turn on the radio, watch TV, go online – wherever you look or listen, superannuation has been constantly in the spotlight lately.

While there has been much discussion of possible changes to superannuation in the future, one thing remains certain – super is, and will remain, one of the key methods for Australians to save for retirement.Kristian Falconer

Because super is such a crucial part of most people’s plans for retirement it is important to ensure that you are doing all you can to maximise the benefits superannuation offers. An excellent place to start is by conducting an annual review of how much is going into your super, and, most importantly, whether this amount best meets your saving and investing needs – without incurring unexpected and unnecessary taxes. Continue reading Time to review your super contribution caps and transition to retirement pension

A Guide to Managed Funds

As discussed in our last blog Time to Invest in Your Future everyone is an investor to some degree, even if it is only in terms of which bank we decide to deposit our earnings with or the type of superannuation fund we have chosen to join.

Those wishing to be more active in their investing might do well to consider doing so via a managed fund.Robert_portrait110218_lores

Managed funds offer access to a wide range of investment opportunities and types (some of which are available only via managed funds) with the significant added benefit of having expert investment managers and financial advisers helping you make informed decisions about the options best suited to your financial objectives.  Continue reading A Guide to Managed Funds