The superannuation gender gap

Posted on13. Dec, 2010 by admin.

It’s an unfortunate fact that a typical woman is estimated to save 35% less for her retirement than the average man. This can be because women are more likely to take career breaks or work part-time when they start a family or care for a loved one.

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The easy way to consolidate your super

Posted on06. Dec, 2010 by admin.

Why get it sorted? If your super is lost, tracking it down may give you certainty about how much you have and how it is performing. If your super is spread across several funds, consolidating it into one fund can reduce your paperwork.

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Death Tax- Bonus – Financial Planning Ascot Vale

Posted on27. Oct, 2010 by admin.

When someone dies it’s fair to say there are a range of issues the family has to deal with including organising a funeral, financial considerations, processing insurance claims, gathering all data from accounts, changing property titles not to mention the emotional trauma.

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Time Is On Your Side

Posted on27. Sep, 2010 by admin.

Remember the old adage ‘time heals all wounds’?

We don’t always think of it in relation to investing but by taking a long-term approach we allow our investments to recover from the downswings that are a natural part of any investment cycle, and reap the rewards of the inevitable upswings.

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Top Up Your Super Tank!

Posted on13. Sep, 2010 by admin.

Super is the best way to grow your retirement savings. If you’re aged 60 or over, and you are a member of a ‘taxed’ superannuation fund, any money you withdraw from your concessionally taxed super fund will be tax-free.

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How much will I need in Retirement?

Posted on01. Sep, 2010 by admin.

I was reading a recent journal from the Association of Superannuation funds of Australia Limited ( ASFA) in particular the survey on retirement standards. The retirement standards measure what singles and couples would need to spend to support their chosen lifestyle. This in particular budgets for all the household expenditures.

Interestingly the survey showed…

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30th June Reminder!

Posted on18. Jun, 2010 by admin.

With the 30th June fast approaching here are a few tips to remember…

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HENRY REVIEW!

Posted on12. May, 2010 by admin.

After nearly 2 years in the making the Rudd Government delivered its report as prepared by Ken Henry (Treasury) into the reform of the Australian Tax system.

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Same Sex: Same Money

Posted on04. May, 2010 by admin.

Adam is a 50 year old gay man whose partner of 20 years (Steve) just passed away. Adam and Steve had always intended their assets to go to each other when they passed. This should have allowed the surviving partner to live a comfortable life – albeit alone.

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Case Study – Excess superannuation contributions

Posted on04. Apr, 2010 by admin.

Did You Know… how important it is to be careful when making super contributions for those aged over 65?

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