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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


How Home Care Packages can help reduce entries to hospital
Home Care Packages (HCPs) play a vital role in reducing hospital entries by providing tailored care that promotes health, safety and independence. We’ve listed seven ways that HCPs cut hospital admissions out of the picture.
Intuitive Financial Services
May 12


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


Spending your kids’ inheritance
Over the coming years trillions of dollars of assets are likely to be shifted from the estates of deceased older Australians
Intuitive Financial Services
Aug 8, 2024


Sound Money for a Modern World (Tim's Book Club #5)
Understanding Bitcoin in the book "The Bitcoin Standard" by Saifedean Ammous I’m guessing this is probably going to be a controversial...

Tim Wortlehock
Jul 11, 2024


How Australia Retires
Vanguard Australia is delighted to introduce the second edition of our How Australia Retires report, a study exploring Australians’ attitude

Tim Wortlehock
Jul 5, 2024


Reverse mortgage and home equity release
If you're age 60 or over, own your home and need to access money, releasing equity from your home may be an option. There is risk...
Intuitive Financial Services
Nov 15, 2023
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