This unit outlines all the information needed for someone considering retirement.

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Items covered are:

• How much do we need?
• Preservation rules and conditions of release
• Lump sum or pension?
• Allocated Pension basics
• Annuities
• Government Age Pension and Gifting basics
• Tax considerations
• Beneficiaries and reversionary pensions
• Continuing to work part time
• Investments in retirement
• Reverse mortgages
• Downsizing

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