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Markets are choppy. What should you do with your super if you are near retirement?
For Australians approaching retirement, recent market volatility may feel like more than just a bump in the road.
Unlike younger investors, who have time on their side, retirees don’t have the luxury of waiting out downturns.
A sharp dip just before, or as you begin drawing down your superannuation, can leave lasting damage.
Intuitive Financial Services
Jun 10


How the $3m super tax may affect you (and what to do next)
The federal government moves to introduce a new 15 per cent tax on superannuation earnings above $3 million (known as Division 296 tax)
Intuitive Financial Services
Jun 10


Your 30 June superannuation checklist
With the end of the current financial year fast approaching, time is running out if you’re planning to boost your superannuation balance before 30 June.
Even depositing a small amount of extra money into your super account before 30 June this year could make a big difference to your overall retirement balance over the longer term, thanks to compounding investment returns.
Intuitive Financial Services
Jun 10


Super and planning for retirement
When you start to plan for retirement, you’ll need to check your super:
where it is; how much you have; whether you have lost or unclaimed super; consider consolidating accounts where relevant; that your details are up-to-date with the ATO and your super funds.
Intuitive Financial Services
May 14


3.5 million Australians experienced fraud last year. This could be avoided through 6 simple steps
About 14% of Australians experienced personal fraud last year.
Intuitive Financial Services
May 9


We know how hard it is for young people to buy a home - so how are some still doing it anyway?
For young Australians, breaking into the housing market feels tougher than ever. Many now fear they’ll never be able to own a home.
Intuitive Financial Services
May 5


The Richest Man in Babylon by George S. Clason
Tim's book club #7 - one of the most timeless and impactful books you'll read when it comes to money mindset, habits and financial literacy.

Tim Wortlehock
Dec 9, 2024


The Behavior Gap by Carl Richards (Tim's Book club #6)
It’s been a while since my last post about money books that I recommend. Things have been pretty busy for me as I’m currently finishing...

Tim Wortlehock
Oct 4, 2024


Investing cycles - Lessons from the Magnificent 7
When it comes to investing in shares, it’s often said that time is your friend.
Intuitive Financial Services
Sep 9, 2024


Mistakes to avoid when markets are turbulent
Share markets can be volatile over the short term. Rash decisions in response to short-term events will invariably have negative outcomes.
Intuitive Financial Services
Sep 6, 2024
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