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Archive for category: Strategic Financial Advice
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Ways to manage your debt leading up to and during your retirement
While most Aussies had planned to retire at age 65, the reality is that around a quarter of us are expecting to delay our retirement. The most recent Retirement and Retirement Intentions survey data released by ABS in 2015 found the number of people aged 45 and over who intend to retire later than age 65 is 23%, compared to only 8% of people surveyed in 2004-051.
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Global political risks one year on from Brexit – what have we learned?
Leave Campaign wins the Referendum. It's now 12 months since the British voted to leave the European Union, an event that some saw as setting off a domino effect of other European countries looking to do the same.
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Market Update - January 2017
Market and Economic Overview.
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Why insurance is important – real benefits for you and your family
Insurance is all about protecting what you have now and what you need to have in the event of the unexpected. As you travel through life, the protection you need is likely to change. The key to selecting the right insurance is understanding your present needs and making sure you have both the right sort and level of cover.
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How super contributions caps work
One of the most tax-effective ways to boost your retirement savings is to put additional money into your super – and once you know how the caps on super contributions work, you can take advantage of the available tax concessions.
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2017 assets test changes - what you need to know
Changes to the assets test have come into effect as of 1 January 2017 and could impact anyone who qualifies for the age pension. If you are currently 65 years of age or more, you must undergo an income test and an assets test in order to determine whether you are eligible to receive an age pension payment from the Federal Government.
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How to cope with losing independence
If you or a loved one is experiencing a loss of independence, you may be able to maintain a sense of control.
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What financial records do I need to keep?
Ever feel like you're drowning in a sea of paper? Tame the paperwork today and reap the rewards tomorrow. Life can be complicated enough without all the administrative paperwork that often accompanies it. This is particularly true when it comes to your personal finances.
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