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When is the right time to wind up your SMSF?
For many Australians, running a self-managed super fund has been a satisfying way to keep control of retirement savings. With time, the effort and complexity can grow. The question...
For many Australians, running a self-managed super fund has been a satisfying way to keep control of retirement savings. With time, the effort and complexity can grow. The question...
It’s one of the most common questions clients ask when completing their estate plan: “What actually happens to kick off the process when I die?” For all the time...
For many Australians, the idea of retirement can feel daunting. Even with years of hard work and a steady income, it’s common to worry about whether there will be...
Whether you're a founder of a thriving enterprise or a small business owner with big dreams, one thing is certain: your business won’t run itself forever. Succession planning...
Retirement means different things to different people; travel, family time, hobbies, volunteering, or a mix of all. Before you crunch numbers, be clear on what matters most to you....
We’re about to witness the biggest transfer of wealth in Australia’s history. Over the next couple of decades, more than $3.5 trillion is expected to change hands between generations....
The Financial Independence, Retire Early (FIRE) movement is capturing the attention of a generation right now. More and more young Australians in their 20s and 30s are focused on...
Why every Australian family needs to get this right and what most people miss. There’s a costly assumption many Australians make, and it can derail even the best-laid financial...
Retirement should be a time when you can sit back and enjoy the rewards of your years of hard work, not spend it worrying about finances. At Money & Life, created by the Financial Advice Association Australia (FAAA), we provide trusted information, expert guidance, and proven retirement income strategies to support your journey.
No two retirement journeys are the same; that’s why having solid, personalised retirement income strategies is so critical. From pensions and investments to superannuation and part-time work, understanding where your money will come from and how long it will last can provide you with peace of mind and financial confidence. Working with a licensed financial planner can help you:
The earlier you start retirement planning in Australia, the more flexibility and choice you’ll have in the future.
Do you need help getting started? Use our convenient retirement checklist for Australia to cover the essentials. By tackling these factors one step at a time, you can approach retirement with clarity and purpose:
Start preparing for your financial freedom today
Start preparing for your financial freedom today
Sticking to a realistic budget is vital once you’ve finished working full-time. Our retirement income strategies focus on balancing everyday living expenses with long-term objectives, such as travel or supporting family. Good planning today leads to greater freedom and less stress in the future. Some simple retirement budgeting tips include:
As we age, making decisions about our assets, wishes, and loved ones becomes increasingly important. Estate planning in retirement ensures your hard-earned money is protected and passed on according to your wishes. Some vital estate planning tips include:
If you need further guidance, at Money & Life, we share expert-backed estate planning tips to help you navigate the process with focus and empowerment.
With the right planning, focus, and a sensible retirement checklist in Australia, retirement can be one of the most rewarding stages of your life. At Money & Life, we’re here to support you with reliable, expert-created content on everything from budgeting to income and estate planning in retirement.
Build a retirement lifestyle that suits your goals, needs, and dreams.
Start preparing for your financial freedom today
Start preparing for your financial freedom today
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