retirement

Borrowing to buy property in an SMSF? Find out the common mistakes people make

Borrowing to buy property in an SMSF? Find out the common mistakes people make

While borrowing to buy property in an SMSF can make complete sense, there are mistakes trustees often make that are important to be aware of. This article explains several of those common mistakes.

Case Study: Retirement advice, including Defined Benefit and Direct Property decisions

Case Study: Retirement advice, including Defined Benefit and Direct Property decisions

This case study provides a summary of the process we took and the findings we made for clients of ours that were nearing retirement.

A key concern of all pre-retirees is whether they have sufficient funds to live the lifestyle they want in retirement. In this case, we completed several types of calculations, aiding our clients in choosing a defined benefit option, whether selling a property to reduce debt might be beneficial and how their position could look in retirement.

Transition to Retirement

Transition to Retirement

Are you 56 or older and still working OR do you know someone who is?  

The big question we get from a lot of people that we meet in their mid 50's - Do we focus our income to paying off our home or start contributing more into super for retirement?

While this can seem like a perplexing decision there is more than often a simple solution to be had. To be perfectly honest the numbers speak for themselves.

Living longer - What's the big deadlock?

Living longer - What's the big deadlock?

It is fair to say that most of us have thought about when and how we might like to retire, whether it’s 10 or 30 years into the future. Most of us have a rough idea of the age we would like to retire, however it is important to understand that many of us don’t get to live out our plans as we might have hoped!