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Pension

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Why your parents' financial plan won’t work for you

Why your parents' financial plan won’t work for you

Longer lives and fewer people in the workforce paying taxes to support each retiree, means the future of retirement will necessarily look a lot different from the past.

  • by Paul Benson

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Using super downsizing provision may not be worthwhile
Superannuation

Using super downsizing provision may not be worthwhile

Downsizing provisions enable a person to put up to $300,000 from the sale of their home into superannuation, irrespective of their age or their present superannuation balance.

  • by Noel Whittaker
Inheritance leads to super quandary

Inheritance leads to super quandary

Superannuation or share equity fund a tough choice for retirees.

  • by George Cochrane
Can I retire when I’m 60, or will I need to keep working?
Pension

Can I retire when I’m 60, or will I need to keep working?

Enjoy your work and plan to take long annual holidays that make working worthwhile.

  • by George Cochrane
How three years in the UK can snare you a 30-year British pension
UK

How three years in the UK can snare you a 30-year British pension

Aussies who’ve worked in the UK for three years can get 30 years of pension.

  • by Nicole Pedersen-McKinnon
Aged-care advice often well worth the cost
Pension

Aged-care advice often well worth the cost

The cost normally significantly outweighed by the benefits when seeking advice on aged care.

  • by Rachel Lane
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Superannuation overhaul presented to government could add $500,000 to some accounts
Pension

Superannuation overhaul presented to government could add $500,000 to some accounts

Young workers would get a $500,000 boost to their retirements under major superannuation changes handed to the Morrison government.

  • by Shane Wright
Rethinking retirement: the view from around the globe
Pension

Rethinking retirement: the view from around the globe

The golden years look very different depending on where in the world you are, and, increasingly, which generation you are in.

  • by Katie Robertson
Ask Noel: I don't understand why I lost my health care card
Pension

Ask Noel: I don't understand why I lost my health care card

Personal finance expert Noel Whittaker answers your questions.

  • by Noel Whittaker
Your Questions: how to invoke the Australia-US tax treaty
Q&A
Superannuation

Your Questions: how to invoke the Australia-US tax treaty

Personal finance expert George Cochrane answers your questions.

  • by George Cochrane
Ask Noel: am I a pensioner for the purposes of Labor's tax plan?
Q&A
Income tax

Ask Noel: am I a pensioner for the purposes of Labor's tax plan?

Personal finance expert Noel Whittaker answers your questions.

  • by Noel Whittaker