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Wealth Bites

Short and informative on a single topic

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10 November 2023

While older Australians are reportedly among the wealthiest retirees in the world, much of their wealth is tied up in their family home. Australian retirees own more than one trillion dollars in untapped home equity. This leaves many to worry about how they will find the money to pay for their day-to-day expenses when they stop working. However, many retirees do not have a full picture of their assets and ability to access their wealth, which is a major contributing factor.

Understanding the three pillars of retirement income

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10 November 2023

In the ever-fluctuating world of economics, recessions are an inevitable part of the financial cycle. While they can be daunting, understanding their nature and preparing for their impact can make a significant difference in weathering the storm.

Fortifying your finances in times of recession

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4 September 2023

Account-based pensions are the most popular type of retirement income stream for retirees. They offer both flexibility and ease of understanding and can be purchased from a professional fund manager or run within a self-managed superannuation fund.

Account Based Pensions

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4 September 2023

Self-managed funds - or DIY funds as they are often termed- are privately managed superannuation funds that have six or fewer members. In most cases, these members are close family relatives, but they could also be business partners or close friends. Employees can only join the fund if they are also a relative.
If you are planning to open a self-managed superannuation fund (SMSF) you should think carefully about who else you ask to be a member and seek advice about the possible implications.

Understanding Self Managed Superannuation

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