Category: Retirement

Our Winter Newsletter – Post Election and Tax Planning
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The end of the election uncertainty and the investor-friendly policies of the Coalition produced a relief rally on financial markets. The Australian dollar bounced back above US69c on Monday after falling to three-year lows the day before the election, while … Continue reading

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Liberal versus Labor: How they will tinker with your super
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With the federal election less than a week away, many Australians are wondering how their nest egg will be impacted by the different policies.  With superannuation being a near $3 trillion-dollar pot of gold for the parties, we look at … Continue reading

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How Labor can’t touch this multi-millionaire and their franking credits
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There is one thing for sure in the lead up to this election – it seems everyone is getting fired up over refundable franking credits and they aren’t holding back on their criticism.  However, there is one thing I have … Continue reading

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December Economic Update
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Your financial well-being and plans for the future can be impacted by various economic events, so below is a video to assist you to stay up to date with the latest indicators.  The economic news out of the US and … Continue reading

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$1 billion of investments up for grabs – could it be yours?
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Whether it is moving often, heading overseas or simply forgetting, Australians are losing track of their money and investments, with more than $600 million sitting in unclaimed bank accounts and a staggering $450 million in shares, ready to be claimed. … Continue reading

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Self-managed super funds: Benefits and risks of going solo
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For the last few years, younger Australians have lead the charge when it comes to taking control over their superannuation with statistics from the Australian Taxation Office revealing that the median age of members of newly established self-managed super funds … Continue reading

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Australians delay retirement by three years
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Australians are delaying retirement by an average three years as cuts to the age pension and low interest rates force people to rethink their savings plans. A survey by research firm Roy Morgan conducted last October found that the average … Continue reading

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What to do if you win the lottery
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By Olivia Maragna Some can only wonder what it’s like to win $55 million dollars but Queensland’s newest millionaires have had nearly a week for the news to sink in. Twenty-one state government employees shared a Powerball jackpot win last … Continue reading

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Changing of the Goal Posts for Self-Funded Retirees – How to make sense of the Changes to the Age Pension.
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For many years, the Age Pension has been available to thousands of self-funded retirees who have sought advice around the generous rules and exemptions available and employed smart strategies to gain access to the Government Benefits, even with substantial superannuation … Continue reading

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End of Financial Year Update and Strategies
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After a long spell of milder weather, winter is finally here, but the upcoming federal election will be providing plenty of heat for the next few weeks at least. With significant changes to superannuation, business tax and negative gearing in … Continue reading

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