After a year when even the best laid plans have been put on hold due to COVID-19, people who were planning to retire soon may be having second thoughts. You may be concerned about a drop in your super balance, insecure work, or an uncertain investment outlook. Whatever your circumstances, […]

We talk a lot about ‘buckets’ in retirement. You’ve got your ‘bucket list’ which you want to accomplish before you ‘kick the bucket’. Let’s add one more to the list. There’s a ‘bucket’ strategy that allows you to spend and invest at the same time.  It’s a concept that proves […]

Self-managed super funds (SMSFs) have had a challenging year, with COVID-19 linked market uncertainty affecting income and returns. But SMSF trustees haven’t been sitting on their hands. One of the main reasons people give for wanting to establish an SMSF is to have greater control of their investments and taking […]