For Consumers

For Advisers

Connect with us

MENU
FIND AN ADVISER

Search for something else:

45 Results found for: ""

  • Sort by:
  • Date
  • Votes
  • Views
The UK Pension Transfer Maze

The UK Pension Transfer Maze

Our Ask an Adviser question last week got at least one UK pension adviser thinking, and he wanted to share a little more about the complexity of transferring pensions...

Are Australians Prepared for Retirement?

Are Australians Prepared for Retirement?

The much quoted figure, if you want to believe it, is that you need a million dollars or more to draw on once you have retired, but the amount a person “needs” to retire...

Brenton Tong

Top answer provided by:Brenton Tong

Ask an Adviser - UK Pensions and QROPS Changes

My parents have lived in Australia for 20+years and the whole time drawing a UK pension. Is it possible to transfer it out here? What do we need to be aware of when...

How Well Do You Really Know Your Super Fund?

How Well Do You Really Know Your Super Fund?

Given most of us will spend about a quarter of our lives in retirement, could you honestly say you know the intricate machinations of your super fund?

Helga Baxter

Top answer provided by:Helga Baxter

Ask an Adviser - Binding and Non Binding Super...

In nominating my super beneficiaries, what is a 'binding' vs 'non-binding' nomination and why do some expire after 3 years and some do not? What about Tax...

Insurance: When Your Cover Doesn't Cover You

Insurance: When Your Cover Doesn't Cover You

Does your superannuation includes insurance? In many cases, this basic cover is insufficient in terms of quality and quantity. Adviser Matt Grant shares a cautionary tale...

Sam Wallis-Smith

Top answer provided by:Sam Wallis-Smith

Ask an Adviser - Investment Options For Retirement

I am 46 and plan to retire at 60. I would like to plan my finances so that I can retire with adequate income. I currently have around $165K in an industry super fund and...

Does Your Will Protect Your Family's Financial Future?

Does Your Will Protect Your Family's Financial Future?

Protecting our loved ones is something we all care about, but when it comes to financial security, your family may not be as safe as you think.

Retirement Planning Is A Marathon Not A Sprint

Retirement Planning Is A Marathon Not A Sprint

For those who have taken part in a marathon or other endurance sport, you’ll already know that to reach the finish line you need preparation, flexibility and...

Half Of Pre-retirees Risk An Uncomfortable Retirement

Half Of Pre-retirees Risk An Uncomfortable Retirement

New research indicates that more than half of pre-retiree Australians (aged over 50) are on track to fall short of the level required to have a comfortable retirement....

Couldn’t find what you were after?

Ask advice from a financial planner

55 left
Submit question
Subscribe

Get the My Financial Life newsletter

Weekly articles and news to help you with your financial life

Subscribe

Get the Industry Insider newsletter

A fortnightly snapshot with the latest in financial industry news