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To make the most of your retirement, you not only need to plan your financial strategy with your financial adviser, you also need to put together a lifestyle strategy. At retirement age you are likely to still have 30 years to live, so what are you going to do throughout these years? Retiring to a [...]
Posts Tagged ‘pension’
Transition To Retirement Income Streams (TTR)
Posted by Rebecca on June 27th, 2010
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Are you approaching retirement? The years before you retire can be challenging. While you are probably looking forward to having more time to do the things you enjoy, you may not be ready to stop working.
Many people are also concerned about whether or not they have saved enough super. A transition to retirement strategy can help you ease into retirement and boost your super in a tax effective way. |
Posted in Financial Planning, Super 
Tags: pension, superannuation, transition to retirement, ttr 
Comments OffResidential Aged Care: What you need to know
Posted by Rebecca on June 27th, 2010
 Retire gracefully with dignity and enjoy life in comfort |
If you or a family member can no longer manage to live independently at home, you may need to consider moving into residential aged care.
Before you do, there are many factors to consider, including your eligibility, the costs involved and the effect on your finances and lifestyle. Get some answers about the financial options for residential aged care from Rebecca Newton and Prestige Wealth Partners. |
Social Security: What you need to know
Posted by Rebecca on June 27th, 2010
The Australian Government provides a range of social security benefits to provide financial assistance to retirees and lower income earners. Eligibility for many of these benefits is subject to assets and income tests. Prestige Wealth Partners can help you navigate the maze of Social Security programs and entitlements.
Intro to Self Managed Superannuation Funds (SMSF)
Posted by Rebecca on June 27th, 2010
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Self managed superannuation funds (SMSFs) have become increasingly popular. While establishing an SMSF can give you greater control and flexibility when planning for your retirement, they also have extensive administrative and compliance requirements. It’s important to understand more about SMSFs to determine if this option is right for you. |
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Posted in Financial Planning, Investment, Retirement, Super Tags: factsheet, pension, retirement, smsf, superannuation Comments Off
