Financial Planning

Funding Your Retirement A Survival Guide

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By Max Newnham
Wrightbooks April 2011

Specifications

ISBN-13
9780730375081
Publisher
Wrightbooks
Publication
April 2011
Format
Paperback , 312 pages
Jurisdiction
International ? Countri(es) for reference only

Details

Are you worried about how you re going to fund your retirement? Will you be able to afford the lifestyle you deserve? Many Australians are nearing or in retirement and many are not financially prepared.Funding Your Retirement: A Survival Guide will help you secure your financial future so you can enjoy the retirement you ve dreamed of.

This comprehensive guide is packed with strategies, from salary sacrificing and making superannuation contributions to consolidating debt and building a balanced investment portfolio. Topics covered include:

  • planning your retirement 
  • understanding retirement and taxation rules 
  • managing your superannuation 
  • determining if a self managed superannuation fund is right for you 
  • implementing wealth-creation strategies 
  • ensuring your funds last as long as they need to.

Table of Contents

About the author.

Acknowledgements.

Introduction.

1 The history of funding your retirement.

2 How to plan for your retirement.

3 The retirement rules.

4 Income tax and your retirement.

5 The different investment vehicles.

6 Strategies for funding your retirement.

7 Managing risk.

8 Understanding investments.

9 The facts and myths about property investment.

10 Getting the right advice.

11 Questions and answers.

Appendix: reference tables and lists.

Glossary.

Index.

About the Author

Max Newnham has worked as a chartered accountant for more than 30 years and is a partner is the public accounting practice TaxBiz Australia. For almost 20 years Max has written about small business, tax and finance forThe Age>/i> and The Sydney Morning Herald. Max has more than 25 years SMSF experience and is a member of the SMSF Professionals Association of Australia.

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