Superannuation or Shelter? | The Modern Retirement Equation | Avoiding Wealth Transfer Pitfalls | Q&A

Superannuation or Shelter? | The Modern Retirement Equation | Avoiding Wealth Transfer Pitfalls | Q&A

by | Nov 25, 2024 | Financial Advice, Financial Adviser, Financial Planner, Financial Tips, Investing, Life balance, Retirement, Superannuation | 0 comments

This issue of Wealth Adviser includes: Superannuation or Shelter? Rethinking the Path to Wealth and Stability  The discussion centres on the tension between using superannuation savings for home purchases and ensuring long-term financial security. It highlights the...
Making the Right Super Beneficiary Choice | Economic Success or Social Strain | Asset Allocation and Advice | Q&A

Making the Right Super Beneficiary Choice | Economic Success or Social Strain | Asset Allocation and Advice | Q&A

by | Nov 11, 2024 | Financial Advice, Financial Adviser, Financial Planner, Financial Tips, Investing, Retirement | 0 comments

This issue of Wealth Adviser includes: Making the Right Choice: A Guide to Super Beneficiary Nominations for All Ages  Beneficiary nominations for superannuation play a crucial role in ensuring that individuals’ wishes are honoured regarding the distribution of...
18 Rules for Ageing Well | Australian Home Prices Up On Supply Shortfall | Asia’s Economic Tightrope | Q&A

18 Rules for Ageing Well | Australian Home Prices Up On Supply Shortfall | Asia’s Economic Tightrope | Q&A

by | Nov 17, 2023 | Financial Advice, Financial Adviser, Financial goals, Financial Planner, Financial Tips, Investing, Massey Market Updates | 0 comments

This issue of Wealth Adviser includes: 18 rules for ageing well.  Rule 1 – it doesn’t matter – effectively “don’t sweat the small stuff” and keep things in perspective.  Rule 2 – nobody is thinking of you – they are...
Are You Paying Tax by Not Starting a Super Pension? | Oil Concerns Return | Australian Banks Pass Rigorous Stress Test by APRA | Q&A

Are You Paying Tax by Not Starting a Super Pension? | Oil Concerns Return | Australian Banks Pass Rigorous Stress Test by APRA | Q&A

by | Oct 30, 2023 | Financial Advice, Financial Adviser, Financial goals, Financial Planner, Financial Tips, Investing, Massey Market Updates, Retirement, Superannuation | 0 comments

This issue of Wealth Adviser includes: Are you paying tax by not starting a super pension?  The tax rate in pension phase is nil, compared to 15% in accumulation phase.  If you are over 65, have you started a pension? Oil concerns return.  Oil prices slumped 8.8% last...