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Useful Resources
Average Super Balances Vs What you need for a Comfortable Retirement
Hello Fellow Investors, The Motley Fool has written a great article outlining the average super balances at ages 50, 60, and 70, as well as what an individual or couple requires to retire comfortably. These figures provide a useful benchmark, but they also highlight a...
Transition to Retirement Strategy: Pros and Cons Explained
Hello Fellow Investors, In recent meetings, I’ve noticed an increasing number of clients raising questions about Transition to Retirement (TTR) strategies. While curiosity is understandable, the frequency of these discussions is also a signal that many Australians are...
What is an SMSF?
Hello Fellow (or Future) Investors, Superannuation in Australia can be structured in several ways, Upon joining the workforce, many individuals start their retirement savings in a superannuation fund, whether that be: an industry fund (traditionally limited to...