William (Bill) Unwin And His Wife Christine Have Come To Seek Your Advice: Retirement And Succession Planning Case Study, CU, Australia

University Curtin University
Subject Retirement And Succession Planning

Case Study Information

William (Bill) Unwin and his wife Christine have come to seek your advice about any Centrelink benefit they may be entitled to now that Bill has decided to retire. Bill is 68 and has finally decided to retire after working as an electrician. Bill arrived in Australia from England with his parents over 50 years ago. Bill has Australian citizenship and has only ever worked in Australia.

He has had his pay and superannuation contributions finalized and this is all included in the financial information he has provided you below.

Christine is 62, was born in Sydney, and has lived here all of her life. Christine has not worked since 2015 and now Bill has retired she has absolutely no intention of returning to the workforce.

Bill and Christine provide you with the following financial information:

Home at North Rocks worth about $1.35million which they have just finished renovating the mortgage was paid out 5 years ago so they have no debt on the property (joint names) Credit card with $3,400 currently owing
Home contents insured with IAG for $140,000 total replacement value (joint names) 35,000 Christine s 2016 Hyundai insured for $17,000 $35,000 in the NAB savings account earning 0.25%pa interest (joint names) $110,000 in a NAB 6month term deposit earning 1.15% pa interest (Christine s name only) Direct share portfolio: IAG 3,500 / TLS 5,000 / CBA 1,000 / WOW 1,200 (joint names) Christine s accumulation superannuation account $260,000 Bill intends to transfer his accumulation super benefit to an account-based pension to provide them with a regular income now he has retired. Christine has never really thought about her super fund but says she will just do the same thing as Bill does with her accumulation super benefit, but is happy to hear your thoughts on this.

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