How to get your will sorted
Making a will is an important way to help ensure that your wishes are respected and your loved ones are taken care of if you pass away. Learn more.
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Retirement
Misconceptions about super and taxes
Many people have a good idea of what super is and how much of their money goes into it. But there are some gaps when it comes to the basics, such as when you can access it and how super is taxed. Read on for a cheat sheet summary of ten top things to know about your super.
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8 tips to get a harder working home loan
There are ways you can set up your home loan to pay less interest in the long run and take years off your mortgage. Here are a few quick tips to get your home loan working harder.
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A Guide to Aged Care
Here are the steps required to enter aged care, as well as the fees that may apply. And some of the key things to consider when it comes to the family home.
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Navigating the transition to a successful retirement
Just as it is vital to invest in the
financial planning, retirement
planning must also focus on that
other precious commodity – time.
Learn how to navigate change in
retirement.
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How Much Super Should You Have At Your Age
Your super balance will most likely play a big part in how comfortably you live in retirement. See the average super balance for your age group, so you can get an idea of how your super savings compare. Reach out to us if you need advice.
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Are you getting the Age Pension you’re entitled to?
If you receive the Age Pension, recent changes to means testing for retirees could put more money in your pocket. These changes impact the assessment of certain lifetime income streams that began on or after 1 July 2019 (including any that you take up now).
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Five charts on investing to keep in mind in rough times
It’s natural to feel nervous when markets fall, but history tells us that markets trend upwards in the long run – and switching investment options at the wrong time can have a negative impact on your overall long-term invest.
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How to spend without getting into debt
Is it really possible to live within your means and still enjoy life? The answer is yes and with just a few important changes you can start spending less and lose the debt.
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Why investing for retirement is different
When you’re still employed and earning a salary, there’s money coming in you can rely on. In retirement, in the absence of a regular salary you’ll need to find a new way to secure enough income to cover your living costs.
Investing your money is one way to make the most of your savings and provide an income in retirement but if you’re expecting savings and investment earnings to help cover your expenses, it’s important to get your strategy right.
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