Articles

Plain-English articles on retirement, super, investing and the money decisions that come with them. Most first appeared in my monthly Techletter, and I hope you find something useful here.

Unused super contributions from 2021-22 expire next June

Quarterly Economic Update: August to October 2026

Made redundant in your late 50s? Decide what the payout is for before you spend it

Bonds are back, and why that matters for retirement income

What history tells us about market falls, and why panic is the expensive option

Support at Home: what the new aged care system means for your parents, and eventually for you

The money conversation many families keep putting off

Grey nomads and the true cost of the big lap

Spring Clean Your Financial Life

What Spring Racing Carnival Odds Can Teach You About Investment Risk

Division 296: What the New $3 Million Super Tax Actually Does

The Professional’s Trap: Why High Earners Often Under-Plan for Retirement

Saving more, paying more: is your Cash costing you tax?

What's your Retirement Number?

Your default super fund was built for Accumulation, is this still right for you?

Quarterly Economic Update: April to July 2026

Renting or owning in retirement: how housing status affects the Age Pension and superannuation

Budgeting is a cash flow exercise, not a cost cutting exercise

Blended families and money: protecting assets fairly

The retirement question that money cannot answer

Helping the next generation into property

The retirement planning window is shorter than it looks

Binding Death Benefit Nominations - The Document Most Super Members Get Wrong

Higher for longer - what a sustained rate environment means for your retirement strategy

Let's talk about your retirement

Whenever you're ready, I'd be glad to hear from you. Start with a free 20-minute call to see whether we're a good fit, or go straight to a two-hour initial consultation ($440, which comes off your financial plan in full).

Prefer to talk now? Give me a call on 13000 23842.