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In this month’s newsletter, we take a look at a few expenses that might pop up in retirement that you may not be prepared for. And for those thinking about transferring a property to their child while alive instead of via a Will, we dig into some of the costs both you and your child might encounter.
Next, we turn our attention to superannuation and examine some of the ways that scammers might try to get their hands on yours. And with your annual super statement due to arrive soon, a refresher on some of the flexibility that’s available might be helpful.
Finally, behavioural finance expert Simon Russell weighs in on some of the mental shortcuts we rely on when conducting our financial affairs — both good and bad — and offers some tips to help keep things on track.
Enjoy the edition.
Despite all your planning and budgeting, there’s every chance that you’ll encounter surprise expenses in retirement. We examine just a few.
Transferring a property to your child isn’t just a matter of swapping out the name on the title. There might be significant costs that both parties should prepare for.
Your super is likely one of your biggest financial assets, and unfortunately that makes it a popular target for scammers. We look at a few tactics they might use and what you can do to help stay safe.
Your annual super statement is a snapshot of how your super is going, but it’s also an opportunity to take a look under the hood and make sure you’re happy with its current settings.
Simon Russell explores some of the mental shortcuts people often rely on when conducting their financial affairs, and whether we should use them more or discard them altogether.
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