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Superannuation is something most Australians are familiar with. It’s mandatory for employers to contribute a portion of your wages into a complying super fund, which is then invested to grow over time, ensuring you have a nest egg for retirement. Typically, we rely on external super funds to manage these investments, and there’s a wide range of options available—from low-cost funds to more tailored solutions.
These are common questions we hear from clients about to retire or already retired - regardless of how much wealth they’ve accumulated. With all the mixed messages in the media and the complicated rules around superannuation, retirement incomes and tax, managing wealth in retirement can feel overwhelming. Ensuring you live the retirement you deserve, takes careful planning - you need a budget and some goals!

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Superannuation is something most Australians are familiar with. It’s mandatory for employers to contribute a portion of your wages into a complying super fund, which is then invested to grow over time, ensuring you have a nest egg for retirement. Typically, we rely on external super funds to manage these investments, and there’s a wide range of options available—from low-cost funds to more tailored solutions.
These are common questions we hear from clients about to retire or already retired - regardless of how much wealth they’ve accumulated. With all the mixed messages in the media and the complicated rules around superannuation, retirement incomes and tax, managing wealth in retirement can feel overwhelming. Ensuring you live the retirement you deserve, takes careful planning - you need a budget and some goals!