MORE than 80 people snared an opportunity to pick up shrewd superannuation tips at free information sessions held in Hillarys and Canning Vale last week.
The events at The Breakwater on Tuesday and at Willow Pond Reception Centre the following night were part of Community Newspaper Group’s Money Talks Education Seminars.
Attendees heard AustralianSuper expert Duncan Collie simplify the concept of Transition to Retirement (TTR), which can help people to work less hours or save more money in their final working years.
His colleague Michael Kallis said a key to getting your superannuation in order was to set personal goals around the lifestyle you plan to lead in retirement.
Those goals establish the amount of superannuation an individual would require and help a financial planner suggest pathways to achieve the desired financial levels.
National Lifestyle Villages chief executive John Wood also shared information about the over-45s lifestyle living concept at the event. He provided relevant information about how downsizing towards retirement could free significant capital from your main asset – your house – for superannuation investment.
Similar sessions will be held at The Vines Resort in Ellenbrook on Wednesday, November 2 and at Mt Lawley Bowling Club on Thursday, November 3.
Community Newspaper Group editor-in-chief Matt Zis said the events were well received and would not have been possible without the support and financial expertise of AustralianSuper.
“We’d love to hold more free advice events for our readers on a range of topics but will be relying on the support of businesses like AustralianSuper to be able to achieve this.
“The feedback I’ve had from Money Talks attendees has been very positive.”
AustralianSuper group executive engagement, advocacy and brand Georgina Williams said the sessions were a great way to just talk with local communities and assist people to get the best out of their superannuation.
“The Money Talks seminars meant we could just talk to people about superannuation in a relaxed setting and learn about their concerns and challenges. It’s often just confirming what people already think they know, but the jargon gets in the way of them making a decision. It’s often just reaffirming things, and popping a couple of simple plans in pace to make people more confident in their decisions.
“Superannuation does seem like a challenging subject but when you break it down, there are just a few small and relatively simple things that everybody can do that will ensure they can have the best possible future after they stop working.”
People can register to either of the free sessions in Ellenbrook and Mt Lawley at http://www.moneytalks.net.au/perth/.