November Update

November is here and as always it opens with the race that stops a nation. But the Melbourne Cup has been eclipsed by an even bigger race this month, and that’s the home stretch to the US Presidential election on November 8, which overshadowed global financial markets in October. Our newsletter gives you a snapshot of some economic data released and also looks at entering aged care and the implications of proposed changes starting in 2017. We also take a closer look at the rules around Age Pension starting at the same time.

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 these Government Benefits, even with substantial superannuation balances. From 1st January 2017 however, the rules are being tightened.

You can read the newsletter online here.