Things retirees fear

Recently I was having coffee with a friend. While we were talking, he asked me a rather unusual question. That question was: ‘What did I think people approaching retirement, and those already retired, feared the most?’ It got me thinking. In my day job I work with a lot of financial planners that have clients who range ...

Downsizing – is it for you?

Over the past six months, I have been receiving a lot of calls and emails from financial planners asking about the ability of people who sell their family home to contribute any additional sale proceeds to superannuation. This is the Government’s ‘downsizer contribution’ initiative that was introduced from 1 July ...

Change for good or change for the sake of change?

With the rather significant swing against the Coalition at last weekends’ by-election in the Sydney seat of Wentworth, we turn our attention to next year’s Federal Election, expected to be held around May 2019. If present trends are an indication of the future, we will see a change of government with ...

 

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