Retirement is often described in financial terms – how much money you need, how to invest, when to access super. Yet money is only one part of the picture. Research shows that purpose and connection are just as important for happiness in retirement. The Purpose Gap A National Seniors study found only 17–26% of pre-retirees […]
Australian women retire with far less super than men. On average, men in their early 60s hold around $361,500, while women hold about $289,000.* Why the Gap Exists Career breaks Part-time work Pay inequality Strategies to Close the Gap Spouse contributions Government co-contributions Catch-up contributions Downsizer contributions Super splitting Final Thought The super gender gap […]
Superannuation is often called Australia’s most tax-effective investment vehicle. Yet many pre-retirees don’t fully understand how the tax rules work – or how to use them to their advantage. Contributions and Tax Concessional contributions: taxed at 15% (30% for very high earners). Non-concessional contributions: not taxed on entry; earnings taxed at 15%. Capital Gains Inside […]
Australians are living longer than ever. One in four Australians who reach 65 today will live beyond 90.* Yet few pre-retirees plan for such long lifespans. Why It Matters The traditional “20-year retirement” mindset no longer works. Retirees may need income streams lasting 30+ years. Running out of money late in life, when health costs […]
Thankfully, we make your next step easy. It’s as simple as telling us what you’re looking to achieve and the type of support you want. You talk, we listen.
You know this as well as we do: Nothing changes until action is taken.
Thankfully, we make your next step easy. It’s as simple as telling us what you’re looking to achieve and the type of support you want. You talk, we listen.
The Hendrie Group
Level 1, 23 Lacey Street Croydon, Vic 3136
(PO Box 489, Croydon Vic 3136)
03 9725 2533
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