
Ask the Expert: The tools to achieve retirement on your terms
Question 1 Hi, I am turning 59 and currently employed part time, 20 hours per week earning $40,000. I don’t own any...

Ask the Expert: More super tips to reduce future tax
Question 1 Hi Craig, love your column, it’s always a must read. With regards to the taxable taxed component and a tax-free...

Ask the Expert: The big super mistake far too many people are making
Question 1 I was reading the question fom a reader about “super being dangerous” and would like assure them super is good....

Ask the Expert: Pay off your HECS debt or save? We crunch the numbers
Question 1 My daughter is at university on a good scholarship as well as having a high-paying part-time job. She is living...

Ask the Expert: Rules about the super transition to retirement
Question 1 I’m over 65 and still working part-time. I am considering moving my super into a Transition to Retirement phase account...

Ask the Expert: Self-managed super funds – what you need to know
Question 1 I am 76 and my wife is 69. We are both drawing down the minimum percentage from our SMSF, which...

Ask the Expert: A comfortable retirement? There’s a more important question to ask first
Question 1 I have a super balance of around $900k at age 60, and have been trying to work out if that...

Ask the Expert: Know your superannuation caps, contributions and tax concession
Question 1 How much money can you have in your super fund? My husband and I are self-funded. When the government says...

Ask the Expert: Playing the long game when it comes to super investment
Question 1 I’m fairly young (late 30s) and everyone tells me I should be investing aggressively into shares with my super. This...

Ask the Expert: Sixty, 65, 80? The rules around accessing your super as you age
Question 1 Is there anything my wife and I need to consider (e.g. transitioning to retirement, sale of investments, minimising capital gains...
