3 Jul

Why the push for companies to do the right thing is good for Australian share market investors

As tensions between Australia’s largest companies, their customers, and the federal government flare, companies such as Woolworths, AMP, and Qantas are placing a higher priority on measuring their community reputation.


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3 Jul

Considering an offshore retirement? Four things to do before you go

Australia has become an expensive place to live, so it’s not surprising that the lure to retire at an idyllic, low-cost, offshore location is getting a lot of attention. We discuss the pros and cons.


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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.


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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?


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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.


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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.


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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.


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15 Apr

Warning on SMSF asset valuations

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


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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.


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