How is your super going, ready for retirement?
How realistic are your goals? Tools on this site will help you monitor how you're going. Click on the Financial Tools / Calculator button to login, or register, to use this powerful resource.
Most Baby Boomers have missed out on a life time of superannuation contributions which leaves many with a gap between how they'd like to retire compared to what their assets can deliver. This is not uncommon, see article below titled 'Lack of literacy promotes unrealistic goals'. Often a better understanding of your position, and given some time, is like turning on a light and is a call to action. For many this might even mean seeking professional help.
Preparing for the retirement you want is complex and often difficult.
On this website there are tools you can use to review how your Superannuation is going compared to your retirement goals. These Tools are available 24/7 and are accessed via the Financial Tools / Calculator button. All you need do is enter the information required (this might take a bit as no one's life is that simple) and the software will automatically fill, where it can, some of the forms for you.
Once done you can go to the Toolbox and modify the Super Optimiser tool to see what might be needed to be retirement ready. While doing this you can ask you planner or accountant a question or two using the contact form on the right.
You can also prepare a budget and analyse your cash flow at the same time. 24/7 access is also very handy.
Also all information you enter is available when you next login. This means you can build a very accurate picture of your financial position over time. Once done then this information is readily available to you by simply logging back in to our site at any time of the day or night.
Don't forget either that time is important when building a 'nest egg' so offer these tools to your children as well. Every little bit helps.
Finally, if you have any questions after using this resource then simply ask us as we can help.
Your financial planner
Hot Issues
- ATO encourages trustees to use voluntary disclosure service
- Beware of terminal illness payout time frame
- Capital losses can help reduce NALI
- Investment and economic outlook, August 2024
- What the Reserve Bank’s rates stance means for property borrowers
- How investing regularly can propel your returns
- Super sector in ASIC’s sights
- Most Popular Operating Systems 1999 - 2022
- Our investment and economic outlook, July 2024
- Striking a balance in the new financial year
- The five reasons why the $A is likely to rise further - if recession is avoided
- What super fund members should know when comparing returns
- Insurance inside super has tax advantages
- It’s never too early to start talking about aged care with clients
- Capacity doubts now more common
- Most Gold Medals in Summer Olympic Games (1896-2024)
- SMSF assets reach record levels amid share market rally
- Many Australians have a fear of running out
- How to get into the retirement comfort zone
- NALE bill passed by parliament
- Compliance focus impacts wind-ups
- LRBA interest rates increase for 2025
- Income-free areas set to increase from 1 July
- Most Spoken Languages in the World
- Middle-to-higher incomes boosting SMSF growth
- Investment and economic outlook, May 2024
- Transitioning into retirement: What you should know
- Plan now to take advantage of stage 3 tax cuts
- Deeming freeze a win for Age Pensioners
Article archive
- April - June 2024
- January - March 2024
- October - December 2023
- July - September 2023
- April - June 2023
- January - March 2023
- October - December 2022
- July - September 2022
- April - June 2022
- January - March 2022
- October - December 2021
- July - September 2021
- April - June 2021
- January - March 2021
- October - December 2020
- July - September 2020
- April - June 2020
- January - March 2020
- October - December 2019
- July - September 2019
- April - June 2019
- January - March 2019
- October - December 2018
- July - September 2018
- April - June 2018
- January - March 2018
- October - December 2017
- July - September 2017
- April - June 2017
- January - March 2017
- October - December 2016
- July - September 2016
- April - June 2016
- January - March 2016
- October - December 2015
- July - September 2015
- April - June 2015
- January - March 2015
- October - December 2014
July - September 2017 archive
- ATO to release further guidance on reserves
- A real-world benchmark for SMSF performance
- How is your super going, ready for retirement?
- Our 'hardest' SMSF tasks
- Lack of literacy promotes unrealistic goals
- Young investors: Time is on your side
- Is your SMSF retirement-ready?
- Key Economic Indicators, 2017 - updated
- Investors acting their age
- ATO locks in details, addresses panic on real-time reporting
- Government ‘undermines’ tax system in new moves on property expenses
- Multiple super accounts in a 'gig' society
- Why Australian retirees aren't happy and what we can do about it
- Doing a budget is a good idea but ....
- Technical expert flags estate planning strategies for 2017-18
- Government to shut down salary sacrifice loophole
- Items that heat up your depreciation deductions
- ‘Tens of thousands’ of SMSFs at risk with ECPI
- Do’s and don’ts of estate planning
- LISTO to help boost women’s super
- Smart ways to stretch retirement money
- Low economic growth likely for years
- Recorded Crime - Offenders, 2015-16
- Adequacy of savings still a concern among Australians