News

Am I on track? A 20-minute retirement check-up for anyone over 45

August 30, 2026 • nw-original • retirement income • retirement planning • superannuation • topic-001

Somewhere around 50 the question turns up: am I actually on track for retirement? Here's a 20-minute check-up you can do tonight with your last super statement and a calculator - a target, a starting point, a rough projection, and the levers that still work in your 50s.

Noel in the News: the investment that sidesteps the new tax traps

August 30, 2026 • estate planning • insurance bonds • Noel in the News • nw-curated • source-firstlinks • tax

Noel Whittaker's latest Firstlinks column looks at insurance bonds - an old-fashioned investment that sidesteps many of the new capital gains tax traps and makes estate planning simpler. Our summary, with a link to the full article.

Superannuation Changes 2025-2026: What Every Australian Needs to Know

June 20, 2026 • 2025-2026 • Australia • financial planning • retirement • retirement savings • super changes • superannuation

The new financial year brings important superannuation changes every Australian should understand. Noel Whittaker breaks down what's new, what it means for your retirement, and how to make the most of the updated rules.

Estate Planning Made Simple

July 13, 2025

Learn how to deal with the only two certainties in life. Wills Death and Taxes Made Simple helps you deal with 5 difficult situations you might face - and how to avoid heartache, costly mistakes and future family squabbles.

Bring the grind to a halt. How soon can you retire?

June 03, 2025

The time between now and retirement is very much a piece of string, so let's figure it out for you specifically. Whether you're 40 or 55, your future doesn’t hinge on guesswork. It hinges on understanding your money, your options, and your mindset. The good news? Retirement isn’t an age, it’s a number. And more importantly, it’s a choice. Here’s a no-nonsense, 10-step self-assessment to work out how soon you can bring the grind to a halt and start planning for financial freedom, Noel Whittaker style. Step 1. Know Your Number Start by answering: how much income will you need...