Description
There are three financial questions everyone eventually has to answer, and most people only ever plan for one of them.
How do I build up enough super? How do I turn that super into a retirement I can actually live on? And when I’m gone, how do I make sure it goes to the people I intend it for, without the tax office taking more than it should? Each question sits in a different part of your life, and each one has its own traps for people who haven’t thought it through in advance.
This bundle brings together the three books that answer them.
Super Made Simple covers the accumulation stage: how contribution caps and tax rules work, how to choose the right investment option for your age, and how to make sure your super is genuinely working for you well before you retire.
Retirement Made Simple covers what happens next: turning your super into an income that lasts, understanding your age pension eligibility, deciding whether downsizing makes sense, and navigating aged care and volatile markets with confidence rather than guesswork.
Wills, Death & Taxes Made Simple covers the final stage, the one most people put off the longest. It walks you through writing a will that holds up, setting up enduring power of attorney correctly, and structuring your estate, including your superannuation, so it ends up where you actually want it, with as little tax taken off the top as possible.
Across the three books, you’ll learn how to:
- Maximise your super contributions and choose investments suited to your stage of life
- Work out how much you can draw in retirement, and how long your money is likely to last
- Understand your age pension eligibility and whether downsizing is worth it
- Write a will that holds up and avoid the mistakes that get wills challenged
- Make sure your superannuation death benefit lines up with your will, not against it
- Structure your entire estate to minimise family conflict and unnecessary tax
“I’ve just finished the updated Super Made Simple and am halfway through Wills, Death & Taxes Made Simple. I think I might be turning into a finance nerd! I’m happy to report that my retirement will be very comfortable, and I have no doubt that your advice played a big part in that.”
— Tracey, Noel News reader
Trusted voices agree. The Sydney Morning Herald’s Stephen Miles calls Retirement Made Simple “an excellent no nonsense guide to taking control of your financial future,” and National Seniors Australia‘s Ian Henschke says it “fills a big gap. Seniors need all the financial literacy they can get, and now more than ever.”
Build it properly, live off it well, and leave it exactly where you intend. This bundle covers all three.
