Blog Archives

5 Tips for EOFY

The end of financial year doesn’t have to be too taxing a time.  These five tips will help organise your finances for the coming financial year. Take the pain out of EOFY by being organised. With the right preparation, you

Posted in Advisers, Budget, Finances, Money, Retirement, Savings, Superannuation, Taxation Tagged with: , , , , , ,

Create a great financial new year

New Year’s resolutions are easy to make but often hard to keep. But there are real benefits to making financial resolutions. Here are some helpful suggestions to get you started. Get back to basics If you find it near-impossible to

Posted in Budget, Debt Management, Finances, Insurance & Protection, Investments, Money, Retirement, Superannuation Tagged with: , , , , ,

A few things have changed in super

Many of the federal government’s superannuation reforms came into effect on 1 July. Here’s what’s new. The government says it has tried to make the superannuation system more sustainable and has introduced more flexibility to suit modern work patterns. This

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Need to Understand a little more about the Downsizing Contribution?

As you’re not doubt aware, the Federal Government announced it’s 2017 Budget this week and one of the surprise outcomes was the Downsizing Contribution for those looking to move out of a larger family home.  Here’s a little more about

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Safeguarding your retirement plan

From wills to long-term budgeting, there’s a lot to think about when making your retirement to-do list. Here’s some tips to make sure you’ve ticked all the boxes.   1. Check your will Without a valid will, an administrator will be appointed

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Government Entitlements for Retirees

The Government has legislated changes to the Age Pension rules from 1 January 2017, which it estimates will see 300,000 Australians lose all or part of their pension entitlements.1 If you are retired or about to retire, some careful planning

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Retirees and Life Insurance

You’re retired, the house is paid off and the children are self-sufficient, – it may be time to review your life insurance? Policies expire People take out life insurance while they are working to protect their dependants if they die

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Planning for your retirement: reduce your worries

Planning your finances early means you are better placed to enjoy what really matters in your retirement. Read this guide to find out how. Entering retirement is a significant change – but that doesn’t mean it has to be stressful.

Posted in Advisers, Finances, Money, Retirement, Wealth

Aged Care: the costs, considerations, concerns and what you can do…

Choosing how you age is not just about accommodation for you or your family. There are also a range of financial and emotional issues to plan for. The quality of today’s health care means we are enjoying longer lives, with

Posted in Aged Care, Australian Economy, Budgeting, Centrelink, Finances, Money, Retirement Tagged with: , , ,

Putting your Goals First

A goals-based investment approach isn’t focused on ‘beating the market’. It’s about tailoring your investments to meet your personal goals. Performance comparisons are unavoidable in the investment world. Every day you see investment managers  measuring their success by how much

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