Bernadette wants to give $200,000 to her children, but with $500,000 in super and no other assets, is this a wise move?
pension
74 results tagged 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?
If you're on the cusp of receiving the age pension but have slightly too much in assets, here are some steps you can take to potentially help you qualify.
Lou is desperate to go caravanning with her dogs and is considering selling the house to pay for her adventure, but Paul Clitheroe has a different suggestion.
Retiring with $1 million in super isn't possible for many Aussies, but there is a sweet spot between super and the pension that means you can retire on far less.
At 38 years of age I have no investments and very little superannuation, as endometriosis has taken away any chance I have of financial security.
With an inheritance and the sale of property, Sue and John will have $660,000 cash plus the $450,000 boat they live on. They want to keep receiving the pension.
Marie and her partner need a new kitchen and bathroom - nothing fancy, but they are on the pension. Where should they look for a loan?
Expats who have been living and working abroad for even a short time could have hefty tax bills waiting for them on their return to Australia.
In 2001, a financial planner ignored John's instructions and invested 40% of his wealth in US shares. Then September 11 happened.