How Much Will I Need For a Retirement Nest Egg?

With people living longer, we are all going to need a lota year (singles) or $23,754 a year (couples), you don't
more money than we imagine. Many have disruptionsneed this book. But relying solely on the Pension in the
to working life (like having babies), so just compulsoryfuture may not be viable; a part pension is more
super is probably not enough to cover the many yearsprobable. The sheer number of baby boomers retiring
we might survive. Australia's new Simplified Superwill mean a continuation of miserly Government
system will improve payouts and super pensions, but itpensions, and those unprepared may need to delay
may not be the answer to our prayers.retirement and work on. Currently the Government
"How much will I need?" is the catch cry. That allrewards the over 65's who keep working - over 960
depends on your needs and expectations: do youhours per year - under a pension bonus scheme, with
want to live on a lesser salary than what you area lump sum of $1,336 (year 1) up to $33,409 maximum
used to, such as 50%? Do you think that your super(year 5) for a single registered person (see Centrelink).
capital's returns will keep up with inflation? Would youThese types of schemes and beneficial changes to
like a private nurse? Is a life-saving operation going tosuperannuation pave the way for the Federal
cripple you financially? What about travelling?Government's grand plan for us: self-funded retirement.
Financial advisers might suggest that you are going toRising Cost of Living
need $1 million to retire on for 25 years. This is to spurIt seems clear that the cost of living is going to rise
you to plough more into super and managed fundsdramatically, with the droughts and fewer oil resources
from your income. Of course it is up to you. You mayhaving deep impacts on groceries, water, petrol and
want to strike the fine balance of living well now buttransport costs. Already we are seeing a rise in food
sacrificing a small amount to super, so that you can livecosts. Health costs continue to spiral upwards every
without hardship later.year. Truly, I am not trying to make you depressed!
The Association of Superannuation Funds of AustraliaI firmly believe everyone can create their own goals
believes a single person needs an annual income ofunhindered by Government rules, for example, to have
$35,668 and a couple needs $47,766 to livean income stream of $80,000 per year, or $2 million
comfortably in retirement. Varying amounts up tonet worth. I suggest such high goals because you
$700,000 are needed for this current target, dependingnever know what is around the corner for you and
on retirement age (and age you are going to live to!).your family. Why settle for retiring on half of what you
Check how long your own money will last with thenow earn?
range of super calculators atBut how are you going to achieve this? Well, there are
What about the Age Pension?many wealth tips and financial planning strategies in my
If you are near retiring age and you can live on $14,217book, "Sack Your Financial Planner" - see my website.