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pension

121 results tagged pension:

Ask Paul: We’re pensioners – where should we invest $57k?

Barb and her husband have $57,000 to invest to supplement their pensions, so where should they put it? It all comes down to risk, writes Paul Clitheroe.

Ask Paul: An inheritance means I will lose the pension – and I’m fine with it

Inheriting a large sum of money means Kris will no longer get the pension - and she's fine with that - but what about tax returns?

Unretiring: How to navigate going back to work

Whether they're short on money or purpose, there is a growing trend towards Aussies unretiring in later years. Here's how to make it work with your super and pension.

Ask Paul: Should I sell shares to top up my pension shortfall?

As he moves his self-managed super fund from accumulation to pension, Peter is struggling with his next step.

Higher GST, congestion charges: Why you could end up paying more in tax

Increasing the GST, cracking down on pensions and charging drivers for road use have all been recommended to overhaul the tax system.

Ask Paul: Where should I invest $80k to provide for my disabled brother?

After the death of their mother, it's up to Scott to manage the affairs of his 38-year-old disabled brother. How should Scott invest for his brother's future?

Paul Clitheroe answers your questions about super

Should Bernadette give $200,000 of her $500,000 in super to her adult children? We revisit five super questions Paul Clitheroe has answered this year.

Financial elder abuse surged during COVID-19 lockdowns

Unscrupulous Australians have been using the isolation of coronavirus lockdowns to rip off their ageing parents.

Ask Paul: I have $500k in super, should I give $200k to my kids?

Bernadette wants to give $200,000 to her children, but with $500,000 in super and no other assets, is this a wise move?

Ask Paul: Can I gift my child $400k so I don’t lose my disability pension?

After the death of her parents, Paula is set to inherit $400,000 but could lose her disability pension. Should she give the money to her 13-year-old instead?
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