Downsize your home, upsize your super
Over 65? Thinking of selling your home? From 1 July 2018 you may be able to contribute up to $300,000 ($600,000 for a couple) from the proceeds of the sale […]
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General News
Transitioning into retirement
If you’re nearing retirement age but don’t want to stop work entirely, another option might be to transition into retirement by accessing some of your accumulated superannuation. For those over
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Securing your network
Many small businesses don’t have dedicated technology staff to install, configure and update their networks and the job is often left to somebody who may not have had formal training.
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Placing your family wealth in trust
The basic function of a trust is to separate control and ownership. The result of using a trust is that assets are protected and profits are distributed in the most
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Qualifying for the Commonwealth Seniors Health Card
The Commonwealth Seniors Health Card (CSHC) provides eligible self- funded retirees and workers over pension age with concessions on prescription medicines and a range of other benefits, such as: •
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Longevity in financial planning
Everything we do has a time frame. Whether it’s when we want to wake up or decide to take a holiday, our everyday decisions often involve time. It’s no surprise
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Aged care – how will it affect your family?
As older Australians make up a larger portion of our population, affordable and reliable care options for our seniors become paramount to more families. Naturally, when investigating options for an
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Millennials and finance – your unique needs
If you entered the world between 1980 and 1996, you’re part of the “millennial generation”. You’ve grown up in an age of unprecedented abundance and incredible technical innovation, and as
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The future for retirement
Research over recent years suggests that the secret to a long and healthy life is to continue working and to stay in control of your finances and life. The nature
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To stay on track, it pays to look back
Financial planning is, by its nature, forward-looking. What counts is where you are now and what you do in the coming months and years. That said; there’s good reason to
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5 Strategies to prepare for the pension assets test changes
There are a number of strategies that retirees can implement to help them retain or improve their cash flow when changes to the pension assets test take effect. Over 300,000
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The power of “average”
When financial markets experience volatility, many investors obviously worry; but what are the real effects of a “volatile market”? If you are a long-term investor, with a timeframe of five
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Closing the super savings gap
While as a nation we collectively face a large retirement savings gap, there are a number of smart things you could consider doing to help make sure your future financial
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How to avoid big estate planning blunders
Here is a quick guide to avoiding five of the biggest estate planning potential blunders. 1. Where there’s a will (may not be enough) Using a do-it-yourself ‘will kit’ may
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Do you have a “modest” or “comfortable” lifestyle?
Modesty and comfort are both in the eye of the beholder to a certain extent. But have you ever wondered how your retirement plans (or retirement reality) stack up against
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