Tag Archives: financial planning

The winners and losers of the Federal Budget
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Older Australians, First Home Buyers and Small Business are the clear winners from the Federal Budget, but the list of losers is long.  Treasurer Scott Morrison’s second budget may have been short and sweet but the bottom line is, taxpayers … 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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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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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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Forget the Smashed Avo on Toast – Are you just too lazy to save money?
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Australians are self-confessed penny pinchers, with new research identifying three-quarters of Australians as tightwads who limit their spending and hunt for the best deals. But with all this self-confession, are we really saving as much as what we could? With … Continue reading

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$500,000 lifetime superannuation cap scrapped
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The Government has today announced improvements to the superannuation changes announced in the 2016-17 Budget that make Australia’s superannuation system even fairer, more flexible and more sustainable. Following extensive consultation, the Government will amend the package to improve the measures … 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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How to minimise the Health Insurance Hike
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How to minimise the Health Insurance Hike The dreaded 1 April increase is coming and this year, Australians can expect a hit to the hip pocket with an average increase to health insurance premiums by 5.59%, adding approximately $200 a … Continue reading

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Federal Budget 2015 Summary
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After criticism that his first budget was too tough and unfair, Treasurer Joe Hockey has used his second budget to restore the confidence of ordinary Australians and shift the focus to jobs, growth and opportunity. Gone is the talk of … Continue reading

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Eight’s the age – Ways to help children save
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Personal finance editor John Collett and financial planner Olivia Maragna discuss strategies for parents to help their children establish good savings habits.

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