top of page

Wallis-Smith Insights
Welcome to Wallis-Smith Insights!
Here, we will be bringing you a regular selection of articles, tips and commentary on all thing’s money – with a focus on maximising your retirement.


Retirement income options when markets are volatile
Market volatility, rising interest rates and global uncertainty are testing retirement income assumptions, making it important for retirees to understand their options and plan with confidence.
3 min read


Seniors Card for all over 60's
A simple but meaningful change to the SA Seniors Card could benefit more people. From 1 July 2026, the 20‑hour work rule is gone – opening eligibility to all over 60s.
2 min read


Tips for creating the retirement you want, today
Even if you don’t plan to retire until you may be eligible for the Age Pension – there are small steps you can take now to secure your future after work. Given your retirement could make up a large portion of your lifetime – you’ll want to enjoy it.
3 min read


Tips to prepare for retirement as you head into your 50s
For some parents, the years between their youngest child finishing high school, or university, and retirement, provide a great opportunity to increase superannuation contributions and better organise themselves, financially, for their post-work life.
5 min read


Am I eligible for the age pension?
Understanding your eligibility for the Age Pension is an important aspect of retirement planning, and it's not as simple as you might think.
4 min read


How to transition to retirement
Transitioning to retirement can be challenging, and being prepared mentally, as well as financially, is key.
3 min read


Do I really need $1 million to retire?
Retirement – a phase many eagerly anticipate – can present challenges as you navigate this significant life transition.
6 min read
bottom of page