Yesterday
Are we too old to get bridging finance?
Downsizers can use bridging finance as they transition into a new home, but be aware that these loans tend to come with very high rates of interest.
This Month
Why staggering retirement could be a great financial move for couples
Couples who retire at different times can maximise their income while minimising the tax they need to pay by using these strategies.
Is a $25k ‘professional buddy’ the answer to loneliness?
Loneliness is big business. New high-end concierge services offer companionship for wealthy seniors, filling a void left by loss and distance.
Why has my home care bill jumped by 80 per cent?
New aged care funding arrangements have come into effect. There is more money for clinical care but less to cover the cost of living expenses for self-funded retirees.
Labor eyes $1trn SMSF sector to save compensation scheme
The government told a private meeting that it will consider including self-directed retirees in a special tariff to pay victims of financial misconduct.
November
Super performance test should measure what matters to members
We should aim to focus on total returns in accumulation and delivering income for retirees.
Make super simpler and automatically tax-free in retirement
This complexity isn’t just a nuisance – it’s a barrier to greater financial security for everyday Australians in retirement.
BaptistCare goes big in seniors living with $140m deal
BaptistCare has bought the 10-village Western Australian section of a national retirement living portfolio run by Keyton, which is part-owned by Lendlease.
3 women shared their wealth goals. We provided action plans for each
A first mortgage, seaside retirement and renovations. Can financial advisers help achieve financial freedom?
October
Chalmers finally learns you can’t tax what isn’t real
The notion of taxing unrealised gains on superannuation earnings collapses in the real world of long-term investing, illiquid assets and fluctuating valuations.
Super funds head to Britain to pitch for investment opportunities
High-level meetings in England later next week follow the superannuation summit in Washington in February.
Olympian offers advice for professional retirement
Former elite cyclist Gracie Elvin shares her recommendations for new retirees – having faced the same life change aged just 31.
September
Baby Boomers take retirement living to new heights
There’s a growing market of people wanting to retire differently from the way their parents did - forcing this developer to change plans mid-construction
Why Aussies are missing out on a 60pc retirement pay rise
The so-called ‘Sandwich Generation’ – those supporting both children and ageing parents – are consistently among the least confident about retiring comfortably.
The retiree wealth divide: $1.7m for owners, much less for renters
The average home-owning retiree is worth six times more than a retired renter, according to a new report.
How to maximise your super and get $100k a year tax-free for life
Retirees can ensure they earn comfortably more than the average annual wage earner every year if they can get $2 million in their superannuation. Here’s how.
I’ve built $350,000 in ‘fun money’ for retirement. Here’s how
After learning his lesson from some risky share market punts when he was younger, Ian Freeman is heading towards a $500,000 portfolio that generates passive income.
Richer, older, lonelier: 5 charts that show how Australia has changed
The latest HILDA survey highlights cost-of-living pressures, the widening gap between renters and home owners, shifting family choices, and rising isolation.
Another day, another round of bids due for Lendlease’s Keyton
Keyton also has Aware Super on its register with 49.9 per cent, giving it a final veto over the winner, and APG at 25 per cent.
Macquarie’s $2.9b fund launches into land lease development
The silver doughnut’s funds management arm has a 2000-home pipeline that it wants to expand to 5000 lots in less than a decade.