WEALTH. with Lorraine

Wealth.WithLorraine

Tools & Resources
I Recommend

Carefully chosen.

A carefully selected collection of tools, services and resources that may help you make more informed decisions about money, retirement and life after 50. I only include resources I believe are genuinely useful to Wealth.WithLorraine readers.

Affiliate disclosure: Some links on this page may be affiliate links. If you choose to use one, Wealth.WithLorraine may receive a commission at no additional cost to you. This never affects what I choose to feature or recommend. I only include resources I consider genuinely useful.

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Super & Retirement

Government

ATO: My Super Look-up

The Australian Taxation Office tool to find lost or multiple superannuation accounts and check your super is being paid correctly.

Why it may be useful Billions of dollars in super remain unclaimed in Australia. This free government tool lets you search for accounts you may have forgotten.
Explore →
Government

ASIC MoneySmart: Retirement Planner

The Australian Securities and Investments Commission's free retirement income estimator — projection-based, government-maintained.

Why it may be useful An independent, government-backed starting point for estimating how long your super may last in retirement.
Explore →
Calculator

Superannuation Calculator

The free Superannuation Calculator at Wealth.WithLorraine — model different contribution levels, returns and retirement ages.

Why it may be useful See how small changes to your contributions today can make a meaningful difference to your balance at retirement.
Use the Free Calculator →

More resources coming

Additional superannuation and retirement planning resources will be added here as they are reviewed and selected.

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Investing

Government

ASIC MoneySmart: Managed Funds

ASIC's independent guide to managed funds, ETFs and investment basics — clear, regulation-backed, no sales angle.

Why it may be useful Before choosing any investment product, understanding the basics from a government source is a useful foundation.
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Research

Morningstar Australia

Independent investment research and fund ratings from one of the world's best-known investment research firms.

Why it may be useful Useful for looking up fund performance, fee comparisons and independent analyst commentary on managed funds.
Explore →

More resources coming

Carefully reviewed investing tools and resources will be added here over time.

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Tax & Money Management

Government

ATO: myTax / myGov

Lodge your own tax return online through myGov — free, directly with the ATO, and increasingly straightforward for standard returns.

Why it may be useful The ATO pre-fills much of your return from employer and bank data. For many Australians, it is the simplest and cheapest option.
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Comparison

ASIC MoneySmart: Budget Planner

A free, browser-based budget planner from ASIC — no account required, no data stored, just a clear snapshot of income and expenses.

Why it may be useful Seeing your numbers clearly is often the first step to improving them. This tool makes that exercise simple and private.
Explore →

More resources coming

Tax and money management resources will be expanded here.

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Retirement Overseas

Government

Services Australia: Payments Overseas

Official Australian Government guidance on receiving Age Pension and other payments if you move or travel overseas.

Why it may be useful If you are considering retiring or spending extended time abroad, understanding the rules around your entitlements is essential.
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Calculator

Global Salary Comparison Calculator

The free Global Salary Comparison Calculator at Wealth.WithLorraine — compare your Australian salary or income against equivalent purchasing power in other countries.

Why it may be useful Useful context if you are considering relocating or spending extended time in another country in retirement.
Use the Free Calculator →

More resources coming

Resources for Australians considering retirement overseas or extended international travel will be added here.

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Home & Downsizing

Government

ATO: Downsizer Contributions

Official ATO guidance on the downsizer super contribution — allowing eligible Australians to contribute proceeds from a home sale into superannuation.

Why it may be useful If you are considering selling the family home, the downsizer contribution rules can represent a significant opportunity to boost your super.
Explore →
Reading

Downsizing After 50: Insight

The Wealth.WithLorraine Insight on downsizing — what to consider financially and emotionally before making the decision.

Why it may be useful Downsizing is one of the biggest financial decisions of later life. This Insight explains the key considerations before you act.
Read the Insight →

More resources coming

Home, property and downsizing resources will be expanded here.

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Practical AI & Technology

Guide

AI Library for Everyday Australians

The free Wealth.WithLorraine AI Library — practical guides to using AI tools confidently, safely and usefully in everyday life.

Why it may be useful AI tools are becoming part of everyday life. These plain-English guides help you use them thoughtfully — without the hype.
Explore the AI Library →
Tool

Claude (Anthropic)

Claude is an AI assistant from Anthropic — useful for drafting, summarising, answering questions and working through complex decisions.

Why it may be useful A thoughtful AI assistant that can help you understand complex topics, draft letters or simply think things through. Free to start.
Explore →

More resources coming

Practical technology resources for everyday Australians will be added here.

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