If there was a word to describe the Federal Budget 2018 it would be Vanilla. Perhaps scarred by the ghosts of budgets past, Scott Morrison announced a budget that was neither progressive nor [...]
Do you really need millions of dollars to retire? In reality most of us won’t have this sort of money, but that doesn’t mean we’ll be limited to eating baked beans. Upcoming on [...]
2017 brought in some significant changes that affect recipients of benefits such as the aged pension. When a person receives the aged pension, their eligibility for that pension is affected by [...]
As we have said before, we like to wait a few weeks before going to press with our thoughts about the annual Commonwealth Budget. This year has been no exception: we had scheduled our 2017 Budget [...]
The annual Federal Budget is an exciting time for most financial advisers. Yes, we know. We have heard all the jokes. But we still get excited! Sometimes, this excitement gets a little bit too [...]
Our theme this month is estate planning, and so we thought we would start with a quick article about what happens to your super when you die. We know, it sounds grim, but it is not really. After [...]
If you are in a very stressful and demanding role, or perhaps a job that doesn’t really excite you, the lure of early retirement is tempting, but is that really the best answer? One way some [...]
I recently met a client who had been offered a redundancy. She was planning to retire in 18 months’ time anyway, and this would offer her nearly a years’ worth of salary. From a financial [...]
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 security isn’t at risk. [...]
Early planning can take away a lot of the stress and uncertainty that can arise when considering aged care at home or a residential aged care facility. Know what your options are The first option [...]
