Articles

The Cost of a Comfortable Retirement in 2026

The Cost of a Comfortable Retirement in 2026

How much does it really cost to retire comfortably in Australia in 2026? The answer depends on your lifestyle, but benchmarks provide a useful guide. The ASFA Retirement Standard According to the Association of Superannuation Funds of Australia (ASFA), a “comfortable” retirement costs: $52,383 a year for singles $73,875 a year for couples* This covers […]

Designing a Lifestyle-First Retirement

Designing a Lifestyle-First Retirement

Retirement isn’t just about numbers – it’s about designing a life that feels meaningful and fulfilling. Beyond the Budget Research by Allianz Retire+ shows that purpose and wellbeing are central to retirement satisfaction.* Defining Your Life Buckets • Adventure (travel, experiences) • Connection (family, volunteering) • Wellbeing (health, fitness) • Contribution (mentoring, legacy) Case Study […]

Salary Sacrifice: Your Secret Weapon to Boost Super

Salary Sacrifice: Your Secret Weapon to Boost Super

For Australians approaching retirement, one of the most effective strategies to grow super is salary sacrifice. How It Works You ask your employer to pay part of your pre-tax income into super. These contributions are taxed at 15% (30% for very high earners), instead of higher marginal tax rates.*       Why It’s Powerful […]

Budget Update – Proposed (BIG!) Tax Changes Explained

Budget Update – Proposed (BIG!) Tax Changes Explained

The 2026-27 Federal Budget includes some of the most significant proposed tax changes seen in decades. Many of them will have significant impact for business owners and non-business owners. In the words of our CEO, “It’s just unbelievable.” Most of these measures still need to pass through Parliament before becoming law. As that happens, we’ll […]

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