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Why you need a financial planner for retirement

It’s never too early to start planning what your retirement could look like. Here are some tips on how a financial planner can help.
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Financial Health Barometer Retirement Infographic

Aussies contribute less to their super but expect to retire younger. How do you stack up?
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Millennials: Do you have enough super to retire early?

Early retirement is something that many Australian Millennials dream of, but just how achievable is this vision?
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Changes to super rules – what this means for your SMSF’s cash

Next financial year, big changes are on their way to super – with the tax-free nature of parts of the super system to be limited. The government has changed the way that superannuation pensions, and transition to retirement pensions (TRIPs), are treated. Read more


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Make the most of your SMSF cash allocation

From 1 July 2017, the amount of concessional (before-tax) contributions a person can make to their super in a year will be $25,000. However, people with less than $500,000 in their super accounts will be allowed to make catch-up concessional contributions from 1 July 2018.
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Super tips to reach self-employed retirement goals

Self-employment is an achievable Australian dream. According to the Independent Contractors of Australia, there were two million self-employed people in 2013, equating to just over 17 per cent of the workforce.
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You could be frittering away your retirement savings

Do you know how many super accounts you have in your name? Do you know where that money is, how much there is and how it is invested? 
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Manage your retirement funding: What's the 3 bucket strategy?

According to RaboDirect’s latest Financial Health Barometer, more than 50 per cent of Gen Xers and Baby Boomers believe they will run out of funds in retirement and will be forced to rely on the Aged Pension. In this article we show you how to make the most of your retirement savings and reduce some of those concerns by smart portfolio management.
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Increase your retirement by reducing your assets

Do you have an expensive house but not enough in the kitty to see you through a comfortable retirement? Or is the nest finally empty and you’re tired of spending big bucks maintaining a place that’s much bigger than you want or need?
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