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Feb 72 min read
How Long Does $500,000 Last In Retirement?
"How Long Does $500,000 Last In Retirement?" Our blog answers the age your funds last to based on your spending levels!
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Jan 204 min read
The 10 Biggest Australian Retirement Planning Mistakes
After working in Financial Advice for over 10 years, here are the 10 Biggest Australian Retirement Planning Mistakes I see.
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Dec 16, 20242 min read
Your Annual Superannuation Statement: The 5 red flags to look out for!
These are the 5 red flags you should look for in your Annual Superannuation Statement.
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Nov 28, 20242 min read
Longevity Risk in Retiree Portfolios (Australia)
Longevity risk, is simply the risk of running out of money too early in retirement. Financial Advisers can help mitigate longevity risk!
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Aug 12, 20242 min read
When can I access my Superannuation to Retire?
To access your superannuation, you need to meet a 'condition of release' which for most people occurs due to reaching a certain age and/or r
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May 20, 20242 min read
Media Feature: What is an equity release for seniors and retirees? (InfoChoice)
Michael Sauer was featured in this InfoChoice article discussing equity release options for seniors and retirees.
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Apr 22, 20243 min read
Superannuation Tax Planning for Non-Tax Beneficiaries
This is a technical financial advice topic and general advice only. So, to help make it easier we offer an obligation free chat to...
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Apr 4, 20242 min read
How you can have TOO MUCH money in your personal name in retirement
Ok, I know this sounds like a good problem to have, but it’s not from a tax perspective. Each member of a couple can have a maximum of...
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Mar 12, 20242 min read
Save $40,925 in tax! High Income Earners starting work in Australia or returning to work will want to read this....
It is nearing tax time, so tax minimisation strategies start to become the one of the most common questions we receive. With the...
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Feb 6, 20242 min read
Inheritance Tax in Australia (and how to plan ahead for it)
We can help explain everything you need to know about inheritance tax in Australia and create a plan which minimises the impact you or your
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Jan 30, 20242 min read
Unlocking the Government Age Pension: Eligibility, Income, Asset Tests and Strategies!
In this blog post, we simplify the intricacies surrounding the government age pension in Australia. From understanding the age...
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Jan 24, 20242 min read
You can retire 5 years earlier just by spending 3% less! (You'll want to take 2 minutes to read this...)
This comparison is an amazing way of showing the power of 'paying yourself first' and benefitting from compounding returns when you do...
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Nov 1, 20232 min read
Is too much cash in your SMSF a financial trap? Let's talk about it!
Today I want to discuss a crucial issue that many self-managed super fund (SMSF) trustees might be overlooking. We're going to delve into...
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Oct 24, 20231 min read
Supercharge your retirement savings with Catch-Up Contributions
Helping clients maximize their retirement savings is a top priority for Financial Planners. Catch-up contributions, also known as...
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