FP – Pre – Retirement Planning

As a small business owner, do I need a Plan B for retirement? (Video)

As a small business owner, do I need a Plan B for retirement? (Video) Alexis Wheatley CFP® As Principal of Wheatley Wealth Management, Alexis provides high-quality strategic advice to help her clients create and preserve their wealth. As part of the Financial Planning Association’s Ask a Planner video series, Alexis Wheatley CFP® answers the commonly asked question, “As a small business owner, I see my business as my retirement nest egg. So why would I …

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Getting ahead with your superannuation when you’re self-employed

Getting ahead with your superannuation when you’re self-employed If you’re self-employed in Australia, there’s a good chance your retirement savings aren’t all they could be. In fact, research from the Association of Superannuation Funds of Australia (AFSA) found in the run up to retirement, the self-employed have around half the superannuation of employees. We talked to CERTIFIED FINANCIAL PLANNER® professional Dacian Moses, financial planner at Waterfall Way Associates, about strategies for the self-employed to get on …

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A financial planner’s guide to preparing for retirement

A financial planner’s guide to preparing for retirement Planning for retirement can start at any time, the earlier the better, but often it gets left until people are in their fifties and actually approaching retirement age. We asked James McFall of Yield Financial Planning for some tips on making the most of your final years as a wage earner. What does pre-retirement look like? Pre-retirement is widely recognised as being around 50 to 65 years of age, …

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How will a financial plan help me reach my goals? (Video)

How will a financial plan help me reach my goals? (Video) Louise Lakomy CFP® Louise has a wide range of experience and depth of knowledge in all facets of financial planning providing advice over 15 years specialising in retirement strategies. As part of the Financial Planning Association’s Ask A Planner video series, Louise Lakomy CFP® answers the commonly asked question, “How can a financial planner help me achieve my goals?” If you have a question …

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How can I prepare for my dream retirement? (Video)

How can I prepare for my dream retirement? (Video) Andrew Donachie CFP® Andrew Donachie is the National Financial Planning Manager at First State Super. Andrew has 12 years’ experience as a financial planner and is CFP® qualified. As part of the Financial Planning Association’s Ask a Planner video series, Andrew Donachie CFP® answers the commonly asked question, “I’m looking to retire in the next 10 years. What can I do now to prepare for …

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What happens to my super when I move overseas?

What happens to my super when I move overseas? If you’re a permanent resident, your super will remain subject to the same rules. If you’re a temporary resident, you may be able to claim a departing Australia superannuation payment. You might be leaving the country for a variety of reasons – career prospects, love, adventure, new opportunities – or you may be returning home. While you’ve probably got a checklist of things to cover off …

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Get your new financial year game on

Get your new financial year game on We’re about three quarters of the way through this financial year, but don’t worry, you’ll be wearing a confident grin by June 30 with this list of eight things to do now to get new financial year ready. Download our checklist and tick them off as you go. 1. Check in on your goals There’s no point doing anything until you know what you’re doing it for. Write down your …

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What do Aussies do with their super?

What do Aussies do with their super? Find out where and what retirees are investing in and spending their superannuation money on. A significant number of Aussies are now entering retirement with substantial superannuation balances, after compulsory super contributions for most employees were introduced a quarter of a century ago1. But what are retirees doing with their super money? Are they putting it toward big-ticket items, paying off debts or investing it into retirement products …

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Superannuation and separation: Who keeps the money?

Superannuation and separation: Who keeps the money? Depending on the situation, you might get some of your ex-partner’s super, or they may get some of yours. A divorce from your husband or wife, or a separation from your de facto, could mean a division of your assets and debts, whether they’re held separately or together, and superannuation is no exception. Another thing to note is even if one of you hasn’t contributed to super for many …