News

Money Matters for 2019

Posted on 1 February 2019

The start of a new year is a great time to review your finances. Here are some recent changes and new opportunities to consider in 2019 and beyond.

Upsize your super with downsizer contributions

Posted on 1 February 2019

People aged 65 or over may be eligible to make additional super contributions of up to $300,000 per person from the proceeds of the sale of their home from 1 July 2018.

These are known as ‘downsizer contributions’ and they can be made on top of the existing contribution caps, without having to meet certain contribution rules and restrictions.

Planning your aged care needs

Posted on 4 October 2018

The wave of older Australians will continue to grow over the coming decades. As such, we can no longer afford to ignore the issues around aged care with over 1 million retirees already accessing aged care services in Australia.

A five-step plan to select your home care provider

Posted on 3 October 2018

Aged care services are many and varied, and Home Care is an integral service offering. It’s important because it can help you remain independent, in your own home, for as long as possible. Because everyone’s needs and circumstances are different, a range of Home Care services are available to you – the challenge is selecting the right provider to meet your needs.

Aged care and resident fees

Posted on 3 October 2018

With increasing life expectancies and improvements in medical technology we can all expect to have longer and more productive retirements. But there is still a high chance of needing help with daily living activities and medical care, especially at older ages.

Make this year a financially healthy one

Posted on 18 January 2018

This article consists of a short guide to planning ahead for the year to come. It highlights financial activities each quarter of the year and recommends professional guidance.