27 May

Getting Your RAD back

Accommodation payments (called Refundable Accommodation Deposits – RADs for short) are one of the most misunderstood areas of residential aged care. Many people don’t realise that a RAD is not “lost” money but is refundable when you leave care or pass away.


READ MORE READ MORE
27 May

What does the Federal Budget mean for aged care?

This year’s Federal Budget focussed on the rising costs of living and how to help Australians manage. Before the Budget there was speculation that we would see changes for aged care funding and fees, but what made it into the Budget?


READ MORE READ MORE
27 May

If Aged Care Advice is Confusing...Get Advice

RADs, DAPs, MPIRs, MTAs and ACATs !! These are just a few of the acronyms you will face when navigating aged care decisions. It might even feel like you’ve landed in a foreign country where you don’t understand the language or the rules.


READ MORE READ MORE
8 May

Mastering Your Retirement: Is an SMSF the Ultimate Investment Strategy for You?

A Self-Managed Super Fund (SMSF) is a type of superannuation fund that gives members greater control over their retirement savings.


READ MORE READ MORE
23 Apr

Rebuilding After Divorce

Going through a divorce or separation is undoubtedly challenging, but it's essential to take control of your financial future. By understanding the impact of separation on your assets, seeking professional advice, and creating a solid financial plan, you can navigate this difficult time with confidence.


READ MORE READ MORE
15 Apr

Warning on SMSF asset valuations

The ATO has issued a warning to trustees of SMSFs about sloppy valuation practices.


READ MORE READ MORE
2 Apr

What do rising geopolitical tensions mean for investment markets?

As conflicts between nations flare into open armed warfare and elections around the world become more contentious, there’s plenty to spike investor concern. We look at how wars and political tensions influence investment markets over the long term and examine the im- plications for your retirement savings.


READ MORE READ MORE
2 Apr

Three things you should consider before investing in multi-generational living

As cost-of-living pressures bite and family members look for ways to support each other, multi-generational living is being discussed as a solution. Pointing out the potential, property researcher CoreLogic identified more than 655,000 residential properties as being suitable for a granny flat in Australia’s three biggest cities.


READ MORE READ MORE
19 Mar

How to take advantage of the 1 July super cap increase

From 1 July 2024, the amount you can contribute to super will increase.


READ MORE READ MORE