Pension
Opinion
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I have $4.5 million in assets - can I get a Seniors Health Card?
Even if you have millions of dollars in assets, you can still be eligible for the Commonwealth Seniors Health Card.
- by Noel Whittaker
Latest
Opinion
Retirement living
Seven things you should think about long before you retire
Retirement and the ten or so years leading up to it could be the best years of our lives, if we approach them with curiosity and intent.
- by Bec Wilson
Opinion
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Will paying for the grandkids’ school fees affect our pension?
Giving a gift – like paying for your grandkid’s school fees – can affect your pension if the amount is high enough.
- by Noel Whittaker
Analysis
Analysis
Stay on top of this, and you won’t run out of retirement savings
Self-funded retirees often assume if they start by living off their savings and superannuation, that’s how they’ll end it. But this is not the case.
- by Kaye Fallick
Opinion
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How will our joint-owned investment properties affect our pension?
When a couple applies for the age pension, all their assets – such as multiple properties – are assessed.
- by Noel Whittaker
Opinion
Retirement living
Forget FOMO: How to grapple with the ‘fear of running out’ in retirement
A poll I conducted this week showed more than 60 per cent of people approaching or at retirement age fear running out of money.
- by Bec Wilson
Opinion
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Will I lose my age pension if I get married?
When it comes to assessing your income for pension purposes, marriage may not matter as much as you think.
- by Noel Whittaker
Opinion
Superannuation
How to improve your financial confidence before you retire
You don’t need to be wealthy to have a great retirement, but you do need to be financially confident.
- by Bec Wilson
Can I receive the age pension as well as the carer’s pension?
You can’t have both, so you will need to decide which one is the most appropriate under your circumstances.
- by Noel Whittaker
Analysis
Healthcare
More to qualify for Seniors Health Card as income limits increase
More fully self-funded retirees will be eligible for help with health costs following the latest increase in the income limit.
- by John Collett
Not retirement-ready yet? Catch-up strategies for late-starters
A great retirement savings plan doesn’t have to be complicated, and for most people, it’s never too late to get started.
- by Bec Wilson