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You're so close. You've built up your nest egg. You've created a realistic retirement budget. Are you ready?
There was a time, not so long ago, when retirees were happy to be called “retirees” or “seniors”. After all, these older Australians had worked hard, raised a family, paid their taxes, volunteered, done their bit and now it was time for them to enjoy a long, happy and healthy retirement as “retirees”.
A comfortable retirement is a long-term goal, and you need a plan to achieve it.
If you want to repay your mortgage quickly and still have easy access to your additional repayments, an offset account may be worth using.
Perhaps the best way to give your young children a lifetime saving and investing advantage is to ensure they are as financially literate as possible, as early as possible in their lives.
Research shows the optimum age for making financial decisions is our early fifties.
Our busy lifestyles often mean high levels of stress impacting productivity and health - practicing mindfulness could help reverse the effects.
If you plan to leave your super to your adult children, it may be hit with more tax from 1 July, due to the removal of a little known gem called the anti-detriment payment.
By Sam Wallis-Smith
Too many Australians may be relying on the inheritance to pay off the mortgage and ensure their financial security in retirement.
Following a backlash from within its own ranks, the Government has amended several of its key superannuation reforms announced in the May Budget. We review the changes and consider whether super should remain the savings vehicle of choice for Australians.
By Sam Wallis-Smith
Many Australians are not confident they have enough to support their retirement, 43% say they will need to rely on support.