partners for life
Posts Tagged ‘retirement’
Making Good Financial Decisions at a Young Age
September 10th, 2021Our society's youth - rarely does the mention of this demographic spark visions of careful financial management and wise decision-making. But why not? There is no reason people can't begin to lay the foundations for a viable wealth creation strategy from a young age, and education and planning and good financial decisions are the keys.read more
Preparing for Retirement – What Should you Have in Place?
October 11th, 2019Retirement means different things for different people – it could be an opportunity to travel, spend more time with family, take up new hobbies, or just take it easy for a while; knowing you’ve earned every bit of it after many years in the workforce. But when you’re gearing up for the end of yourread more
Your UK Pension Lump Sum – Could you be sitting on a goldmine?
May 31st, 2019As people move from job-to-job over their working lives, they are likely to accumulate several super funds, which now given that they are less likely to be eaten up by insurance premiums, could potentially add up to a fairly significant income stream in retirement. While many struggle to locate, consolidate and take advantage of theseread more
Older Australians: Where are they spending their money?
May 6th, 2019As life moves forward, it is important to be more mindful of where our money goes, and how we allocate our spending. This is particularly relevant at retirement, as our regular source of income can change from wages to a pension. Recent statistics released by the Australian Bureau of Statistics outlines the spending habits ofread more
Private Companies and Discretionary Trusts – How can these Affect your Retirement?
November 12th, 2018Discretionary trusts and private companies are used extensively by small and medium sized business owners and families, and have been proven to provide tax effective strategies during business and working lives. However, there are implications in retirement around means testing, including for pensions and fees for aged care. Case Study In a recent case, aread more
In The Media – Ian Gath’s Interview with Jenny Seaton
August 22nd, 2018Recently, McKinley Plowman's Head of Superannuation and Audit Ian Gath made another appearance in the media, this time having a chat with Jenny Seaton on Curtin FM's "Afternoons" show. In the interview he discusses the importance of drafting a comprehensive will, estate planning and other asset protection issues in situations of re-marriage (particularly after retirement).read more
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