Old age and the next generation
Money can't cure old age, though it certainly can camouflage it a little and make it a lot easier to live with.But when do you start planning for it? Should you, for example, invest now in a...
Wealth Adviser Articles
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Old age and the next generation
Money can't cure old age, though it certainly can camouflage it a little and make it a lot easier to live with.But when do you start planning for it? Should you, for example, invest now in a luxury rental apartment in a building lived in by people of all ages where older residents can have advanced care like meals, housekeeping and medical treatment delivered to the front door? This offers them the advantage and mental stimulation of living in a normal community of people of all ages rather than an aged home and it could be paid off and ready for you when you might need it.?Is that thinking too far ahead? May...
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What is "Transition to Retirement"?
The Transition to Retirement measures allow people nearing retirement (see below for specific eligibility criteria) to access their accumulated superannuation in the form of a non-commutable income...
Possible taxation advantages of Transitioning to Retirement
Part of the appeal of Transition to Retirement is that it allows you to benefit from the lower tax rates associated with pension income (pensions are generally subject to a 15% tax offset for peopl...
The Benefits of Transitioning to Retirement
People make use of Transition to Retirement for a variety of reasons. Chief among these are: Flexible working option Many people approaching retire...
Some things to consider before Transitioning to Retirement
The following are a number of questions you should consider before transitioning to retirement: Do I really want to reduce my working hours and, if so, is the option availa...
Top 5 Most Popular Articles
Should you transfer your UK pension to Australia?
With the advent of the new QROPS system, more and more UK residents departing are taking their UK pension with them. Each individual needs to do their homework, because there is no one size fits al...
Plan for Tomorrow, Act Today
Looking into the future just might impact your view of today. Thinking about and planning for the future can have a strong impact on our spending, saving and investing behaviour. Imagine get...
Some things to consider before Transitioning to Retirement
The following are a number of questions you should consider before transitioning to retirement: Do I really want to reduce my working hours and, if so, is the option availa...
Transition to Retirement Case Studies
The following hypothetical examples are general descriptions of the most common ways in which people can benefit from Transition to Retirement. It should be noted that some of the applications of t...
Introduction to Transitioning to Retirement
Getting access to funds in your superannuation funds when approaching retirement used to be an all or nothing affair. You either had to keep working, in which case your pension would be unav...