Understanding Debt
Interest rate, tax treatment, security, repayment flexibility and risk all influence which debts should be addressed first.
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What is a transition to retirement (TTR) pension
A TTR pension can provide income from super before full retirement, but contribution, tax, cash-flow and preservation rules matter.
How to set goals
Learn how to set financial goals, prioritise competing needs and connect realistic targets with your cash flow and long-term plans.
Claiming a tax deduction for carry forward concessional contributions
Eligible people may use unused concessional cap amounts from earlier years, subject to current balance, timing and contribution rules.
Ten tips for setting a good budget
A useful budget should support day-to-day life, irregular expenses, debt reduction and future goals without relying on unrealistic restraint.
What is an Account Based Pension
Understand how account-based pensions turn super into retirement income, including payments, investments and the factors affecting how long savings last.
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