A tale of two retirements – which would you choose?
Steve and Sue Smith have worked hard all their lives, paid their taxes, and now that they have retired, they feel they are entitled to
Steve and Sue Smith have worked hard all their lives, paid their taxes, and now that they have retired, they feel they are entitled to
Popular in the days before compulsory superannuation, investment bonds fell out of favour as super became the preferred tax-advantaged environment. With tighter restrictions on superannuation
Retirement can be a time of immense freedom and opportunity, but it’s important to remember that it’s also a major life transition. While it’s important
Personal concessional contributions are contributions into your superannuation fund from your pre-tax income and are tax deductable. Your concessional cap is the maximum amount of
Living longer means more life to enjoy. If you’re retired, or planning to retire, here are some ways to help make your money go the
2024 is very much a story of how quickly and how sharply rates will start coming down. Around the world, just like in 2023, financial
Many women will need to do more to build up their super balances by the time they retire. There’s a plethora of data showing women,
Ever glanced at a list of different managed funds and wondered why some have remarkably low fees compared to others? Chances are, the ones with
A self-managed super fund (SMSF) is a private super fund that you manage yourself. SMSFs are different to industry and retail super funds. When you
Using a fundamental investing principle could help many Australians bring their retirement forward. It’s simple investing mathematics really. The more money you can save in
You can’t control what happens on financial markets. But you can control one factor to improve your returns. When it comes to investing, there are
More than just a buzzword thrown around by the media, a recession represents a significant decline in economic activity that can span months, even years.
Anstey Wealth Management Pty Ltd as Trustee for SW & FA Family Trust T/As Assured Future Financial Services is a Corporate Authorised Representative (ASIC No.1263555) of Lifespan Financial Planning Pty Ltd (ABN 23 065 921 735) Australian Financial Services Licence No: 229892.
Felicia Anstey is an Authorised Representative (ASIC No.252644) of Lifespan Financial Planning Pty Ltd (ABN 23 065 921 735) Australian Financial Services Licence No: 229892.
The information contained on this website is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where necessary, seek professional advice from a financial adviser.