retirement

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  Q: Could you please explain what the Superannuation Transfer Balance Cap is and how this applies to my Retirement Income Stream? Should I wait until after 1 July to take advantage of its increase?

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  Q: Could you please explain what the Superannuation Transfer Balance Cap is and how this applies to my Retirement Income Stream? Should I wait until after 1 July to take advantage of its increase?

  Blog, Media Articles, Q&A Andrew Heaven

Q: Could you please explain what the Superannuation Transfer Balance Cap is and how this applies to my Retirement Income Stream? Should I wait until after 1 July to take advantage of its increase?

Q: Could you please explain what the Superannuation Transfer Balance [...]

By WealthPartners|2021-04-15T08:55:12+10:00April 1st, 2021|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: Could you please explain what the Superannuation Transfer Balance Cap is and how this applies to my Retirement Income Stream? Should I wait until after 1 July to take advantage of its increase?

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  Q: I am a self-funded retiree who receives a part Age Pension.  What steps should I now be considering to optimise my Age Pension benefits?

  Gallery

  Q: I am a self-funded retiree who receives a part Age Pension.  What steps should I now be considering to optimise my Age Pension benefits?

  Blog, Media Articles, Q&A Andrew Heaven

Q: I am a self-funded retiree who receives a part Age Pension.  What steps should I now be considering to optimise my Age Pension benefits?

Q: I am a self-funded retiree who receives a part [...]

By WealthPartners|2020-04-24T11:12:46+10:00April 24th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: I am a self-funded retiree who receives a part Age Pension.  What steps should I now be considering to optimise my Age Pension benefits?

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  Q: I am looking to reduce my pension payment. What happens if I have already taken more than the revised minimum amount this financial year?

  Gallery

  Q: I am looking to reduce my pension payment. What happens if I have already taken more than the revised minimum amount this financial year?

  Blog, Media Articles, Q&A Andrew Heaven

Q: I am looking to reduce my pension payment. What happens if I have already taken more than the revised minimum amount this financial year?

Q: I am looking to reduce my pension payment to [...]

By WealthPartners|2020-05-15T15:19:07+10:00April 24th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: I am looking to reduce my pension payment. What happens if I have already taken more than the revised minimum amount this financial year?

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  Q: I am a self-funded retiree who receives a part Age Pension. What steps should I now be considering to preserve our retirement income?

  Gallery

  Q: I am a self-funded retiree who receives a part Age Pension. What steps should I now be considering to preserve our retirement income?

  Blog, Media Articles, Q&A Andrew Heaven

Q: I am a self-funded retiree who receives a part Age Pension. What steps should I now be considering to preserve our retirement income?

Q: I am a self-funded retiree who receives a part [...]

By WealthPartners|2020-03-27T11:43:11+11:00March 27th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: I am a self-funded retiree who receives a part Age Pension. What steps should I now be considering to preserve our retirement income?

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Q. Explainer: Centrelink entitlements and Commonwealth Seniors Health Card (CSHC) Benefits

Source: Department of Human Services Q. My Husband [...]

By WealthPartners|2018-09-28T12:20:22+10:00September 28th, 2018|Age Pension, Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q. Explainer: Centrelink entitlements and Commonwealth Seniors Health Card (CSHC) Benefits

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Q. Is Super still an effective means of saving for retirement?

Q. My husband and I have been advised we cannot [...]

By WealthPartners|2018-08-27T10:20:48+10:00August 27th, 2018|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q. Is Super still an effective means of saving for retirement?

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Q. Could you please explain how the Superannuation “Catch Up provisions” that came into effect from 1 July 2019 will work?

Q. Could you please explain how the Superannuation “Catch Up [...]

By WealthPartners|2018-07-25T10:27:14+10:00July 25th, 2018|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q. Could you please explain how the Superannuation “Catch Up provisions” that came into effect from 1 July 2019 will work?

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Q. How can my wife and I take advantage of the new Superannuation Downsizer Contribution Rules?

Q. My wife and I are in our late 70’s [...]

By WealthPartners|2018-07-06T12:36:04+10:00July 6th, 2018|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q. How can my wife and I take advantage of the new Superannuation Downsizer Contribution Rules?

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Q. Can I start an SMSF and leave my super in my big super fund – having two funds?

Q. I am constantly told the best insurance deal is when [...]

By WealthPartners|2018-06-04T12:31:43+10:00June 4th, 2018|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q. Can I start an SMSF and leave my super in my big super fund – having two funds?

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Q. Will the announced changes in the Federal Budget to the work test be of benefit to me?

Q. I am looking to retire in June 2020 when [...]

By WealthPartners|2018-05-14T12:36:33+10:00May 14th, 2018|Blog, Q&A Andrew Heaven|Comments Off on Q. Will the announced changes in the Federal Budget to the work test be of benefit to me?

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