Realise Your Dream Blog

Regular readers of this blog will be familiar with the Retirement Standard released by the Association of Superannuation Funds of Australia (ASFA) each quarter.

If you are one of those people that are looking for opportunities to maximise your super, and claim a tax deduction along the way, there are strategies that may help.

With a new year now upon us, our thoughts might have turned to making New Year’s Resolutions – those promises we make to ourselves at the start of each year.

For many, retirement is that time in life when thoughts turn to enjoying life without the drag of having to go to work to keep food on the table. As my dear colleague, Mark Teale has often said, retirement is “my time”.

As many people approach or enter retirement, their thoughts often turn to retirement housing options. Often, family members enter the conversation, either by invitation, or they simply gate-crash the discussion and present their own views on the subject.

When the government released it’s 2021 Budget back on 11 May, it included some exciting announcements relating to superannuation.

One of the questions that is regularly asked relates to how superannuation is dealt with on a person’s death.