Retirement planning: How to switch from a savings mindset to spending
After decades spent saving, lean into the fear, plan obsessively and let go of the guilt, experts say.
Source: afr.com
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Does the 4 per cent rule provide a good guide for retirement spending?
American financial planner William Bengen came up with a neat answer to one of life’s thorniest financial questions – how long will my savings last in retirement? – and it took off like a rocket.
Source: afr.com
The events that had the most impact on SMSFs in 2023
In the first part of our series we asked our experts about the changes they expect to see over the coming 12 months. This time they reflect on the biggest events that impacted the SMSF space in 2023.
Source: smsfadviser.com
New Year's resolutions for your SMSF
New year resolutions don’t usually include superannuation goals but they should, says an industry expert. Meg Heffron, director of Heffron said, now is the time to start thinking about how your SMS
Source: smsfadviser.com
Super savers forget about this one trick to lower tax bills
Maximising your use of concessional contribution caps can help lessen tax on bulky transactions such as selling investment properties.
Source: afr.com