Retirement Life Stages>

Getting financial advice

Here's some guidance on how to manage super death taxes through educated estate planning. Source: Getty

Experts

Minimising the super death taxes through educated estate planning

A financial expert breaks down how to minimise super death taxes through an educated estate planning strategy.

Finance & Superannuation ExpertJohn McIlroy

News

Your retirement savings and rapid inflation: managing the cost of living as it rises

Your retirement savings and rapid inflation: managing the cost of living as it rises

Many Australians are struggling to make ends meet with the cost of living continuing to rise and the inflation rate currently sitting at 5.1 per cent, its highest peak in two decades. On May 3, the Reserve Bank of Australia (RBA) announced for the first time in just over a decade, that the low-interest rate of 0.10 per cent would rise to 0.35 per cent to meet the rising cost of living.

Elissa NapierElissa Napier

Financial expert Noel Whittaker gives some advice. Source: Getty

Experts

Our virtual lives and digital deaths

Our virtual lives and digital deaths

Passwords don't pass with your passing – they stay alive. If you have kept them in a secret place or, even more securely, in that impregnable cyberspace called your head, it could create a problem for others if you lose your life or your mind.

Money ExpertBrian Herd

Passwords don't pass with your passing – they stay alive. If you have kept them in a secret place or, even more securely, in that impregnable cyber space called your head, it could create a problem for others if you lose your life or your mind. Source: Getty

Experts

5 things you should financially achieve by 70

5 things you should financially achieve by 70

Here are five things you should financially achieve by 70, to ensure a happy retirement. Do your finance goals differ?

THE LIFE SHERPAChristopher Zinn

Here are five things you should financially achieve by 70, to ensure a happy retirement. Source: Getty

Everyday money

Noel Whittaker’s 2 top tips for financial success that anyone can use

Noel Whittaker’s 2 top tips for financial success that anyone can use

"Credit cards are like warm, salted cashews - once you get the taste you just keep going!"

Money ExpertNoel Whittaker

Noel Whittaker, better known as the Financial Wizard of Oz, has been helping Aussies make the most of their money for decades. Source: Noel Whittaker

Age Pension

Maximise your Age Pension: Top tricks to get you more and the traps you should avoid

Maximise your Age Pension: Top tricks to get you more and the traps you should avoid

Pensioners owe it to themselves to make sure they’re getting their full entitlement. Here’s how to do it.

Money ExpertTom Ellison

It’s important you correct the values of your assets such as, bank accounts, investments, cars, and home contents regularly. The majority of your assets depreciate over time, providing an opportunity to increase your pension. Source: Getty Images

Creating a retirement plan

‘Chance favours the prepared mind’: Preparing for the unexpected in retirement

‘Chance favours the prepared mind’: Preparing for the unexpected in retirement

Don't be fooled into thinking everything will be smooth sailing.

Written byViviana Wuthrich

Retirement doesn't always go to plan, but there are ways to help prepare yourself for the unexpected. Source: Getty

Retirement Income

Got nearly $1M in super and still worried about retirement? You’re not alone

Got nearly $1M in super and still worried about retirement? You’re not alone

The strange thing is, many Australians die richer than they were on the day they retired.

Written byRachael Rosel

Retirement fears loom over most people, even those with more savings than others. Source: Getty.

Financial planning

‘Is this financial adviser charging me a crazy sum for a retirement plan?’

‘Is this financial adviser charging me a crazy sum for a retirement plan?’

It's not often our experts' recommendations including buying some very fancy wine.

Money ExpertTom Ellison

It's important to know when advisors are adding unnecessary items and costs to the bill. Source: Getty.

End-of-life planning

How to decide if a do-it-yourself will kit will work for you

How to decide if a do-it-yourself will kit will work for you

A DIY will kit costs less than $30 but may end up being the more expensive option if not used correctly.

Written byChristine Seib

A ‘kitchen table’ will can be perfectly valid but it takes particular care to ensure that’s the case.

From our community

‘The financial struggles we faced after going into retirement’

by Community Contributor