Pre-Retirement

Planning the ownership of your last home before retirement

Planning the ownership of your last home before retirement

Home ownership has been a much-debated topic recently through numerous media outlets.

Although the broader debate is about how hard it is for Gen Ys and Millennials to be able to buy their first home, through this article I’d like to highlight the importance of owning your own home outright before entering into retirement. I was recently interviewed by The New Daily to provide some tips for pre-retirees and retirees to consider for the ownership of their last home.

Case Study: Planning for Centrelink & Re-contribution Strategy

Case Study: Planning for Centrelink & Re-contribution Strategy

The following is a case study of clients we helped transition into retirement by providing clarity around how their financial position could look in retirement, along with analysing options on how they could structure their assets for their retirement. Ultimately, this lead to eligibility to the Centrelink Age Pension and a reduction in estate taxes to any non dependent beneficiaries.