Funding Your Retirement: A Survival Guide

by Max Newnham

Overview

Many Australians aren?t financially prepared for retirement. And the retirement savings of many more Australians nearing or in retirement were seriously affected by the GFC. Australians need to know how to build their wealth while they work and make their money continue to work hard for them in retirement. If you don?t pay for it?who else will?

Funding Your Retirement: A Survival Guide is a practical financial guide for any Australian?but particularly baby boomers?interested in ensuring they have a financially-secure retirement. Author Max Newnham guides readers through the basics of investing and retirement and then moves into strategies for wealth creation to ensure a comfortable retirement. Finishing with important information covering estate planning, risk management and taxation, this is a complete and accessible guide to preparing for and enjoying your retirement with your finances all sorted.

Product Details

ISBN-13:	9780730375104
Publisher:	Wiley
Publication date:	09/14/2011
Sold by:	JOHN WILEY & SONS
Format:	eBook
Pages:	312
File size:	21 MB
Note:	This product may take a few minutes to download.

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 for The Age and The Sydney Morning Herald. Max has more than 25 years' SMSF experience and is a member of the SMSF Professionals' Association of Australia.

Table of Contents

About the author v

Acknowledgements vii

Introduction ix

1 The history of funding your retirement 1

2 How to plan for your retirement 13

3 The retirement rules 31

4 Income tax and your retirement 59

5 The different investment vehicles 97

6 Strategies for funding your retirement 115

7 Managing risk 153

8 Understanding investments 175

9 The facts and myths about property investment 209

10 Getting the right advice 227

11 Questions and answers 233

Appendix: reference tables and lists 265

Glossary 277

Index 291