Investment Market Update – 2024
Against a backdrop of high (but reducing) inflation, evidence of a “soft-landing” and the beginning of a global interest rate easing cycle, 2024 proved to be another strong year for equity markets. Read on for a brief summary of investment markets across 2024.
Read MoreWhat estate planning options do I have for a blended family?
Blended families create unique estate planning issues. There is a risk the children of a previous relationship are excluded from a Will or what is commonly see is the surviving spouse or partner receives nothing or not enough. In this article we touch on a few of those considerations.
Read MoreDoes an Estate or Death Tax exist?
There is a common misconception that a blanket “death tax” or “estate tax “exists. There are no inheritance or estate taxes per se, however, estates and beneficiaries alike may still have tax obligations related to certain assets.
Read MoreHow does an inheritance impact my Age Pension?
The impact an inheritance may have on your Age Pension payment is very much a case-by-case scenario. It depends on one’s existing wealth, the amount inherited, and the circumstances of receiving the inheritance. For example, did you receive the inheritance from your parents or was it a spouse who passed away. In this article we unpack some of the considerations.
Read MoreHow to Adjust Your Retirement Plan in a Changing Economy
In today’s ever-changing economic landscape, it’s crucial to have a flexible retirement plan that can adapt to fluctuations. Whether it’s market volatility, inflation, or unexpected financial challenges, being prepared can help ensure your retirement remains secure.
Read MoreAged Care Reforms
The recent Aged Care Taskforce Report revealed many of the financial deficiencies in the Aged Care system. This has prompted the Government to make sweeping changes to the way care is charged and in this article we have summarised some of the key proposals.
Read MoreIs FORO (Fear Of Running Out) ruining your retirement?
Sharing with you some key observations we have noted over the years supporting retirees may help give you some confidence about your retirement outlook.
Read MoreWhy does my Centrelink payment keep changing?
Ever wondered why your Centrelink payment keeps changing. Perhaps you are still unsure where your responsibility lies with regards to updating Centrelink and what information Centrelink already have access to.
There are several reasons why your Centrelink payment might keep changing.
Read MoreInvestment Market Update
As a pensioner in Victoria you may be eligible for a discount on the stamp duty when purchasing your next home. Find out if you are eligible.
Read MoreWhat is the Pensioner Stamp Duty Concession?
As a pensioner in Victoria you may be eligible for a discount on the stamp duty when purchasing your next home. Find out if you are eligible.
Read More