(03) 9020 2905PORTFOLIO POINT: The pressure is on to lift superannuation’s “preservation age” closer to age pension eligibility. We know superannuation is about investing for the long term. There’s an accumulation phase … Read More Raising the preservation bar
Tag Archives: Centrelink
Picking a pension winner
PORTFOLIO POINT: Maximising income streams in retirement can involve financial magic, particularly where Centrelink is concerned Super pension income is tax-effective income. We all know that. It’s just a case … Read More Picking a pension winner
Adviser report scary
PORTFOLIO POINT: Want financial advice on retirement, pensions or Centrelink entitlements? Read this before you make your first phone call. You wouldn’t have believed some of the squealing that followed … Read More Adviser report scary
Financial Advisers don’t make the grade
PORTFOLIO POINT: Want financial advice on retirement, pensions or Centrelink entitlements? Read this before you make your first phone call. You wouldn’t have believed some of the squealing that followed … Read More Financial Advisers don’t make the grade
Check your “retirement readiness”
PORTFOLIO POINT: With Labor confirmed in government, here’s an interesting piece of research about the potential impact their retirement and super policies. Sometimes, a survey that has little to do … Read More Check your “retirement readiness”