Tag Archives: Retirement Information
Our retirement articles cover superannuation, retirement income, pensions, contribution strategies and planning for the lifestyle you want. Learn about important financial and legislative matters that may affect your retirement.
Based in Noosa, our experienced accountants and financial advisors support people preparing for and living in retirement on the Sunshine Coast, throughout Queensland and Australia-wide. We offer in-person, telephone and virtual appointments.
Employees can salary sacrificing to their super and reduce their tax
Salary sacrificing allows employees to contribute pre-tax income to superannuation and potentially reduce their personal
How much money do you need to retire? The latest numbers.
The latest ASFA figures estimate how much income and superannuation singles and couples may need
Commonwealth Seniors Health Card: 2026 changes
Higher deeming rates from 20 March 2026 may affect Commonwealth Seniors Health Card eligibility for
Reducing your tax bill while topping up your super
Reduce CGT using super. How catch-up contributions cut tax.
Superannuation concessional contributions. Can there be too much of a good thing?
Concessional contributions to superannuation. A fantastic way to grow your retirement savings and shrink your
Three great reasons to start a Transition to Retirement Pension (TTR)
Ease into retirement with a TTR pension. Thinking about easing into retirement but still need
We may need to talk about your family trust
Family trust set up and advice. Recent court decision affecting family trusts. You may have
Making the transition from working to retirement pensions
From 1 July the tax treatment of Transition to Retirement Pensions (TRIS) will change significantly.
Assets test change – is your house the answer?
On 1 January 2017, the assets test used to determine entitlement to income support benefits,