Financial Planning

15 November, 2018

Financial Adviser Renewal Notices: Have You Got Yours?

Do you have an ongoing fee arrangement with your financial adviser? If so did you know that by law, they are required to provide you with a Fee Disclosure Statement […]
12 November, 2018

Tax Consequences Of Compensation For Dodgy Advice

The Royal Commission into misconduct in the banking, superannuation and financial services industry has revealed some major deficiencies in terms of financial advice provided to consumers. Even though the Commission […]
8 November, 2018

Reverse Mortgage Lending And Retirement

Reverse mortgages are a credit product that allows older individuals to achieve their immediate financial goals by using the equity in their home to borrow amounts. The loan typically does […]
16 August, 2018

Superannuation and separation: Who keeps the money?

Superannuation and separation: Who keeps the money? A divorce from your husband or wife, or a separation from your de facto, could mean a division of your assets and debts, […]
16 August, 2018

Who is the boss of your super?

Who is the boss of your super? It’s tempting not to think too much about your super when retirement is still a long way off. After all, it’s growing just […]
16 August, 2018

Could your home deposit be helped by your super?

Could your home deposit be helped by your super? It’s no secret that saving for a house is tough. Raising the money for a deposit can seem to take forever, […]
16 August, 2018

How to spend more to save

How to spend more to save The old saying “penny wise, pound foolish” couldn’t ring truer than in today’s throw-away world of overconsumption and excessive production of disposable items. Did […]
16 August, 2018

New rules to benefit those downsizing for retirement

New rules to benefit those downsizing for retirement Australians aged 65 and over who are downsizing for retirement can now contribute the proceeds from the sale of their main residence […]
16 August, 2018

Retire on your own terms

Retire on your own terms As the novelist C. S. Lewis once observed, “You are never too old to set another goal or to dream a new dream.” Retirement should […]
16 August, 2018

Role-reversal: When your parents are relying on you

Role-reversal: When your parents are relying on you In the later stages of life, many seniors want to stay independent for as long as possible, but there usually comes a […]