One of the most common questions The Moreton Group receives is, “How much superannuation do I need?”. There is no easy answer but a healthy superannuation account is going to always be an advantage in retirement. A recent study of…
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The 2021 Federal Budget was handed down on Tuesday 11 May 2021 and some key issues around superannuation were announced that impact pensioners, self-funded retirees and those looking to retire soon. Below is an explanation of three key changes and…
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John and Sara have both worked hard over the years to provide a comfortable lifestyle for their family. It’s their time now – the children have left home and their youngest child is recently married. They feel they only want…
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Keeping all your super in one place is a smart move. In this article, we’ll look at the case to consolidate. Why you should consolidate your super Around 40% of us have more than one super account1 – this is…
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A successful retirement means different things to different people. Some of us look forward to spending quality time with loved ones, travelling the world, volunteering or taking up a hobby. No matter what retirement looks like to you, it should…
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Tracey and her daughter Michaela are a mother-daughter power team who work together in a florist Tracey set-up on her own twenty years ago. It is a successful business and has grown immensely over the last decade as they have…
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