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Finance topics every retiree should follow

This is what keeps retirees, and their financial advisers awake at night.

Published: 4 November 2022
  • national
  • 4 November 2022
  • National Seniors Australia

This article discusses the most common technical and regulatory topics that advisers have been asked during the July-September 2022 quarter:

  1. The Commonwealth Seniors Health Card

  2. Downsizer contributions to super

  3. The Home Equity Access Scheme

  4. Increase the transfer balance cap

  5. Work test requirements