The Rich Life Vol 96
August 4, 2025
As the winter chill lingers, we look forward to the arrival of spring and brighter days ahead. Interest rates and tariffs continue to influence markets globally. In Australia, soft inflation data has paved the way for a possible rate cut. CPI slowed more than expected to an annual rate of 2.1% from 2.4% and core…
Before you retire
August 4, 2025
If you’re planning to retire, you need to consider: Special rules apply if you receive an employment termination payment, genuine redundancy payment or payments from an approved early retirement scheme. If you’re leaving your job for other reasons, such as termination, change of industry or leaving Australia, the tax on payments you receive may be…
Volunteering in retirement: finding purpose, structure, and joy
June 4, 2025
Retirement might be just around the corner, or maybe you’ve recently crossed that exciting threshold. You’ve worked hard for decades, and now ready to trade in the alarm clock for leisurely mornings and to-do lists that are actually fun. But as you move into the next phase of your life; a thought might cross your…
The PODCAST – Retirement Series | Making Your Money Last | Episode 3
March 14, 2025
Welcome to episode 3 of the PODCAST – our Retirement Series, the podcast that helps you turn your retirement dreams into reality. Whether you’re preparing to leave the workforce or already enjoying life after work, our expert financial advisers break down the strategies you need to retire with confidence. From maximising your super and creating…
Visualising your ideal retirement – Insights from Nick Georgopoulos | Ausbiz
February 24, 2025
Planning for retirement isn’t just about numbers—it’s about designing the lifestyle you want. Our very own Financial Adviser, Nick Georgopoulos, recently sat down with Ausbiz – The Advisory to share essential insights on preparing for a financially secure and fulfilling retirement. Visualising Your Ideal RetirementNick highlights the importance of envisioning your ideal retirement lifestyle. What…
The PODCAST – Retirement Series | How to Boost Your Nest Egg | Episode 2
February 17, 2025
Welcome to episode 2 of the PODCAST – our Retirement Series, the podcast that helps you turn your retirement dreams into reality. Whether you’re preparing to leave the workforce or already enjoying life after work, our expert financial advisers break down the strategies you need to retire with confidence. From maximising your super and creating…
The PODCAST – Retirement Series | Avoiding Financial Pitfalls | Episode 1
February 6, 2025
Welcome to our newest edition of the PODCAST – our Retirement Series, the podcast that helps you turn your retirement dreams into reality. Whether you’re preparing to leave the workforce or already enjoying life after work, our expert financial advisers break down the strategies you need to retire with confidence. From maximising your super and…
Returning to work after retirement
November 1, 2023
Employers are desperate for workers and cost of living pressures are making it tough to live on a pension. That’s a perfect mix of conditions to send some retirees back to work. But it’s smart to get good advice before you take the leap. With unemployment rates at historic lows and employers facing a shortage…
8 retirement mistakes and how to avoid them
February 1, 2023
Retirement is a phase of life most of us look forward to. It’s a chance to pursue other interests, travel and maybe do some part-time work or volunteering. Thanks to more than 30 years of compulsory superannuation, we are also retiring with more savings than previous generations and have higher expectations of the lifestyle we…
How much do you need to retire
September 1, 2022
Working out how much you need to save for retirement is a question that keeps many pre-retirees awake at night. Recent market volatility and fluctuating superannuation balances have only added to the uncertainty. So it’s timely that new research shows you may need less than you fear. For most people, it will certainly be less…
A Will to give
July 1, 2022
As baby boomers shift into retirement, Australia is on the brink of the nation’s biggest ever intergenerational wealth transfer. Yet estate or inheritance planning is rarely discussed by families. Talking openly about how you want your assets to be passed on can help avoid family disputes that take a toll both financially and emotionally. It…
The Rich Life Vol 54
February 2, 2022
It’s February and what a summer it’s been with success on the tennis court and the cricket pitch. Now that the kids are returning to school and we settle back into our ‘’new normal’’ routines, the new year begins in earnest. January is normally a quiet month on the economic scene, but not this year….
Retirement income on the house
November 2, 2021
Asset rich and income poor is the dilemma faced by many retirees. But there may be opportunities to boost your income in retirement by tapping into your biggest asset – your home. With property prices booming, many retirees are finding that the home they have lived in for decades is worth a small fortune, but…
How to build a bulletproof income portfolio – Livewire
October 5, 2021
As a part of Livewire’s annual Income Series, Centaur’s Hugh Robertson joined Charlie Viola and James Marlay to talk through ways to help set you up for retirement. As shared by Livewire, the trio “discuss why ASFA’s estimated figure for retirement ($640,000 for couples) should be taken with a grain of salt, offer two tips…
Superannuation Announcement
February 26, 2021
With yesterday’s announcement of the AWOTE (Average Weekly Ordinary Time Earnings) figure for the December 2020 quarter, the super contributions caps are set to increase from 1 July 2021 as follows: Concessional cap increases from $25,000pa to $27,500pa Standard NCC (non-concessional contribution) cap increases from $100,000pa to $110,000pa Max NCC (non-concessional contribution) cap under bring…
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