News / Articles
#Economy | Posted On : May 18, 2020
Economic abuse training for advisers launches
Occurring in 99 per cent of domestic violence cases, economic abuse can affect clients of all backgrounds Standards International has partnered with Australian adviser Amanda Cassar to launch a new training programme aimed at tackling economic abuse. Economic abuse is when one person has control over another’s access to economic resources. It was recognised as a form of domestic abuse in the domestic abuse bill last year after calls from charities to make it a standalone criminal offence.
#Aged Care | Posted On : Apr 9, 2020
Reduction in account-based pension minimums
As you probably know, capital losses from falling share prices are realised only if the company goes into liquidation or the shares are sold. Leaving investments intact may well offer the best chance to rebuild balances when markets pick up again, as they eventually do. But, this holding pattern can be hard for older people […]
#Centrelink | Posted On : Apr 6, 2020
What do the Deeming rate cuts mean?
Interest rates have been falling a lot faster and a lot longer than deeming rates for Centrelink and Veterans’ Affairs recipients, making it practically to even earn the current deeming rates from bank accounts.Higher-risk investments (in better markets) may potentially produce higher returns, but these are often not appropriate for people in aged care and can […]
#Economy | Posted On : Jan 28, 2020
Break free from being asset rich and cash poor
Here are four ways to try to boost your income… Are you asset rich but cash poor? Turns out, you’re not alone. Data from the ABS (Australian Bureau of Statistics) shows that almost one-third of older Australians in low-income households were asset rich but cash poor. Most wealth is tied up in illiquid assets, in particular […]
#Economy | Posted On : Jan 13, 2020
Do you have more than one super account?
Did you know there is over 10 million Australians with a superannuation account, approximately 36% of which hold more super accounts, which make up $20.8 billion in ‘lost super’. Is some of that yours? Find it Moved house? Changed jobs? Don’t know where your teenage self stashed your super? It’s easy to track it down. Consider Combining […]
#Finances | Posted On : Nov 6, 2019
Want to break free from being asset rich and cash poor?
Here’s 4 ways to boost your income… Are you asset rich but cash poor? Turns out, you’re not alone. Data from the ABS (Australian Bureau of Statistics) shows almost one-third of older Australians in low-income households were asset rich but cash poor. Most of their wealth was tied up in illiquid assets, in particular the family […]
#In The Media | Posted On : Oct 28, 2019
The $10k cash call: Why large payments are on the scrapheap
Opposition is mounting against a federal government bill to ban cash payments over $10,000 with concerns it will push customers into the clutches of banks or other financial institutions.The Currency (Restrictions on the Use of Cash) Bill 2019, which passed through the House of Representatives on Thursday, is designed to crack down on criminal money […]
#Aged Care | Posted On : Apr 5, 2019
How does the Federal Budget affect you?
The Federal Budget explains to all Australians how the Government intends to manage the country’s finances. It outlines their tax and spending plans not only during the next financial year but into the future as well. Just like a household budget, the Federal Budget forecasts revenue and expenses to determine whether there is a surplus […]
#Advisers | Posted On : Dec 4, 2018
Are we facing the end of the growth cycle… for now?
2018 has been a mixed year for investors, with some gains, and some losses. We’ve seen a complex economic environment with geopolitical and trade uncertainty, a change of PM (again,) a Royal Commission or two and the possible burst of the crypto-bubble. Pretty easy to say, there’s been plenty going on that can affect markets, […]
#Australian Economy | Posted On : Sep 4, 2018
Boost your super savings with the work test exemption
If you’re a recent retiree and looking to increase your superannuation savings, we’ve got some good news! The Australian Government is proposing to make it easier for recent retirees to save more super by allowing them to contribute for a year without having to show that they’ve been ‘gainfully employed’. Current rules Currently, anyone under age 65 […]
#Finances | Posted On : Jul 19, 2018
Need to know more about the Downsizer Contribution?
Since the start of the new financial year, 1 July 2018, superannuation contribution opportunities for those aged 65 or over have expanded to include the new Downsizer Contributions. These contributions enable eligible individuals to contribute up to $300,000 from the sale of one eligible property to super within 90 days of change of ownership, without […]
#Money | Posted On : Jun 12, 2018
Why should I care about lost super?
Did you know there is about 14.8 million Australians with a superannuation account, 40% of which hold more than one account? Some of that 40% make up the $18 billion in ‘lost super’. Is some of that yours? Find it Moved house? Changed jobs? Don’t know where your teenage self stashed your super? It’s easy […]
#Finances | Posted On : Jun 5, 2018
Simple lifestyle changes for a healthier you
“Cancer isn’t always a matter of genetics or bad luck.” – Prof. David Whiteman, Brisbane’s QIMR Berghofer Medical Research Institute.1 A recent study from the institute found risky habits and behaviour are to blame for more than 16,000 Australians being diagnosed with cancer each year.2 The good news is that changing these behaviours may help prevent […]
#Advisers | Posted On : Jun 4, 2018
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 can make lodging your tax return a painless process and maybe even increase your refund! […]
#Business | Posted On : May 25, 2018
Starting a business?
Starting a new business can be exciting but there’s a lot to think about and organise too. Before you even begin, consider how prepared you are to make the difficult decisions, work those long hours required, face possible and ongoing financial constraints, lose a fair amount of sleep, turn grey and maybe confront failure confront […]
#Finances | Posted On : May 15, 2018
Are you Retirement ready?
Planning is the key to be retirement ready… and so is getting advice. You can avoid penny pinching in retirement because you haven’t saved enough money, but you do need to plan well ahead. Here’s two top tips you’ll need to consider. 1. Figure out how much you’ll need Find out how much income you […]
#Advisers | Posted On : May 15, 2018
A new way to approach your super strategy
For many years, salary sacrifice has been the most tax-effective way to build superannuation. Now, youre able to add personal deductible contributions to your super strategy.
#Australian Economy | Posted On : May 11, 2018
How the Budget may affect families
If you're part of a family, here's a quick run down on what Budget 2018 means for you
#Economy | Posted On : Apr 20, 2018
Diversification of assets is a good defence against a fall
Increased Diversification can assist in lowering risk in times of market volatility. A properly constructed portfolio can protect investors in downturns in the market and help provide appropriate returns at other times. Portfolios which include diversifying assets may protect the overall portfolio against equity market volatility. It’s been over ten years now since the last […]
#Budget | Posted On : Apr 9, 2018
A money-wise wedding: Creating a budget for the big day
Whether you’re planning a large, luxurious wedding or a small, intimate affair, smart budgeting could help free you from financial worries, so you can enjoy your special day. Following these steps may help ensure no one’s worried about debt on the honeymoon. 1. Plan early Given that the average Australian wedding costs $36,200, the sooner […]
#Budget | Posted On : Feb 12, 2018
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 reach your financial goals, you may need to revisit the basics: sticking to a budget. […]
#Budget | Posted On : Jan 15, 2018
Planning a holiday? Here are some tips!!
With the summer holidays right on top of us, it’s not too late to do your financial planning for the holidays – or start planning for later in the year. Here’s how to minimise your financial stress for a well-deserved break. Plan ahead The earlier you start planning, the more money you can save. And […]
#Finances | Posted On : Dec 12, 2017
Same-sex Marriage triggers Estate Planning challenges
With the recent legalisation of same-sex marriage in Australia, it’s likely we’ll see a slew of marriages in 2018! But, be warned! Same-sex couples are urged to review estate planning documents, as marriage can invalidate a binding nomination… in some cases. While the parties and proposals continue Down Under, same-sex marriage reforms will bring significant […]
#In The Media | Posted On : Dec 10, 2017
Cover Story – Amanda Cassar
Power of Social Amanda Cassar Director, Wealth Planning Partners. In 2015, Amanda Cassar travelled to Uganda as part of the Hunger Project. She talks to Jamie Williamson about how the experience shaped her approach to financial advice.
#Budget | Posted On : Nov 20, 2017
Budget for a very merry Christmas
A bit of planning and forethought may help take the financial stress out of Christmas. Christmas for many families, is a happy time of year that brings people together, but it can also be expensive! With a bit of early planning you may control your festive season spending. Here are some tips to help avoid […]
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