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A Will isn’t always the only way

Posted on 29 March 2019

Estate Planning

You would have heard the saying: “where there’s a will, there’s a way”. This statement is usually used to encourage people who are losing enthusiasm for a task or goal.

But it also reflects the way many people feel about estate planning. They think that so long as you have a Will, you have a way to ensure your wealth is passed correctly to your loved ones. But this is not necessarily the case.

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The super difference for women

Posted on 27 March 2019

Retirement Planning

It’s a well-documented fact that superannuation balances tend to be lower for women than for men. This article discusses some key issues women face when it comes to money (income, super, insurance, living alone) and then focuses on super. It uses an example to calculate how the choices of a 35-year-old female professional can affect her retirement savings.

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A few interesting facts about retirement

Posted on 1 February 2019

Retirement Planning

Given the financial demands of everyday life, planning your retirement may be a relatively low priority. You may also think that you have plenty of time to plan. But before you put off planning for your retirement any longer, here are some key facts you should consider.

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Money Matters for 2019

Posted on 1 February 2019

Financial Planning

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.

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Upsize your super with downsizer contributions

Posted on 1 February 2019

Retirement Planning

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.

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Planning your aged care needs

Posted on 4 October 2018

Aged Care

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.

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