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Archives for August 2023

How to upsize your super with a tax-free downsizer contribution

August 30, 2023 By Alex Screen

Did you know from age 55, you may be eligible to make a super contribution of up to $300,000 using the proceeds from the sale of your home? Downsizing your home in retirement could have several upsides – some money in your pocket, less maintenance, and depending on your new location, greater convenience. If it’s […]

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Why it’s important to think about insurance ahead of retirement

August 9, 2023 By Alex Screen

Why it’s important to think about insurance ahead of retirement Finding the right level of insurance cover is important when you’re thinking about retirement. If retirement’s coming up on your horizon, the impact of COVID-19 (Coronavirus) may have thrown a warehouse-sized rack of spanners in your planning. It makes sense to concentrate on things you […]

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Recent Posts

  • How To Reduce Your Mortgage Interest Rate & Fees
  • An Introduction To Managed Funds
  • How To Get More From Your 2023 Tax Return With Super Contributions
  • 6 Things To Consider Before Investing
  • Will & Estate Plans – What You Should Know

Archives

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