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Retirement Made Simple

Everything you need to know about planning for a happy retirement

Published by Whittaker
Distributed by Simon & Schuster

About The Book

The fastest growing demographic in Australia are retirees, with the number of people over 75 expected to double within 10 years. Retirement is often touted as a worry-free time – but it's also a time full of unique challenges.

First is the money issue – will there be enough money for a successful retirement, and what assets should you invest in. The rules regarding the age pension are continually changing – what do you need to do to maximise it. Next is superannuation, an ever-changing landscape where the performance of your fund depends on the assets you choose. A major issue is estate planning – what is the best way to handle the disposal of your assets in a tax effective way, and avoid the 17% death tax on the taxable component of your superannuation. Rising life expectancies mean the possibility of new relationships between retirement and death, but it also means one partner may suffer from dementia with all that entails. Of course, there's also the possibility of home care, and friction between siblings. Another major issue is whether you stay in the family home or downsize to another property, or even go to a retirement community.

These are just a few of the major issues covered in the new book Retirement Made Simple – by acclaimed financial expert Noel Whittaker, who has been writing about these issues for more than 35 years

About The Author

International bestselling author, finance and investment expert, radio broadcaster, newspaper columnist and public speaker, Noel Whittaker is one of the world’s foremost authorities on personal finance. Noel reaches over seven million readers each week through his columns in major Australian newspapers including The Sydney Morning Herald, Melbourne’s The Age, Perth’s The Sunday Times and Brisbane’s The Sunday Mail. He is a regular contributor to magazines including Australian Doctor and Men’s Health, and also broadcasts on over 50 radio stations. He is currently an Adjunct Professor and Executive-in-Residence with the Queensland University of Technology, as well as a committee member advising the Australian Securities and Investment Commission.

Product Details

  • Publisher: Whittaker (November 1, 2020)
  • Length: 432 pages
  • ISBN13: 9780648861430

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