Retirement Planning Archive
Strategic Financial Advice
Aged care in Australia includes home, residential, and short-term services for older people. Learn about the options, eligibility, and costs involved.
Tax
The transfer balance cap will increase to $2 million from 1 July 2025. Discover how this change to tax-free retirement super affects your plans, whether you're about to retire or already drawing a pension.
Strategic Financial Advice
Aged Care Quality Standards shape the quality and cost of care. This guide explains how financial planning helps families manage aged care expenses and choose the right provider.
Strategic Financial Advice
The bucket strategy divides retirement savings into short, medium, and long-term investments, helping retirees manage risk and make their money last longer.
Strategic Financial Advice
Understanding Age Pension assets is crucial for retirement planning. Learn the asset limits, reduction strategies, and how they affect your pension eligibility.
SMSF
The tax-free retirement super cap increases to $2M on 1 July 2025. Learn how indexation affects your transfer balance cap and retirement savings.
Strategic Financial Advice
Discover how aged care cost changes in 2025 could impact your financial plans. Expert insights from Paris Financial Private Wealth.
Strategic Financial Advice
When you’re still employed and earning a salary, there’s money coming in you can rely on. In retirement, in the absence of a regular salary you’ll need to find a new way to secure enough income to cover your living costs.
Strategic Financial Advice
Many women retire with less super than men, resulting in lower living standards and higher risk of running out of savings. They can close this gap by checking their balance, investing wisely, and making extra contributions. By taking charge of their finances, women can secure a more prosperous retirement.
Strategic Financial Advice
Australians will need to rebuild their superannuation and retirement savings, after withdrawing more than $36 billion in early super release payments in 2020, according to Colonial First State’s Retirement Realities Series.
Strategic Financial Advice
Self-Managed Super Fund (SMSF) trustees often ask themselves, “What is the right mix of investments for my SMSF?” It’s a very common question, and one that will need to consider individual preference and the time until retirement.
Strategic Financial Advice
We explain the difference between three commonly used pensions, including the government’s Age Pension, a transition to retirement pension, and an account-based (or allocated) pension, so you’re across how they work and what might be right for you.
