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Blog

The basics of interest rates.

13 October 2017 - posted in Investment Markets and Pre-Retirees and Retirees by Sam Martin

Interest rates are very important for many Australians, and rightly so – after all, whether it's the returns on savings accounts or mortgage repayments, the rate of the day can have a significant impact on the household budget for millions of Australians. So what influences interest rates, and why are they changed?

Insurance tips for Small Business owners

5 October 2017 - posted in Insurance and Pre-Retirees by Craig Kirkwood

Over 80% of the actively trading businesses in Australia have 0-4 employees*. This means that many businesses are heavily reliant on their principal owners or key people to keep the business operating.

The 10 Commandments to better wealth

18 September 2017 - posted in Pre-Retirees and Retirees by Brenton Miegel

I read an excellent article from Marcus Padley (Marcus Today) recently and thought I would share a paraphrased version of it. It offered 10 Commandments of equity investing for new investors:

How can I pay for my Aged Care Accommodation Costs?

13 September 2017 - posted in Aged Care and Pre-Retirees and Retirees by Matt Kelly

Not everyone has to pay to enter residential aged care, but if you are like most people and have assets or income of some sort (whether that’s from investments, superannuation, or rent from your home), you will need to contribute toward the cost of your care.

The new (and more dangerous) Lay-by…

8 September 2017 - posted in Pre-Retirees and Retirees by Michelle Sanchez-McCallum

You’re a self-confessed shop-a-holic. You see that pair of Manolo Blahniks you’ve been obsessing about on the sale table. It’s fate. What else could it be?

Centrelink’s Granny Flat rules can help you.

1 September 2017 - posted in Aged Care and Government Benefits and Pre-Retirees and Retirees by John Oliver

A granny flat right is established when accommodation is provided in exchange for a payment or a transfer of assets. It is important that Centrelink has provisions for people to transfer assets or make payments to live with another person so that the transfer is not counted as a gift under the deprivation of asset rules.

More red tape for property buyers and sellers!

31 August 2017 - posted in Pre-Retirees and Retirees by Will Chapman

A little known technicality is making it harder to transact a property following some July 1, 2107 rule changes by the ATO for properties selling for more than $750,000.

Good news for Pension Concession Card holders!

23 August 2017 - posted in Government Benefits and Retirees by Sam Martin

People whose Age Pension ceased from 1 January 2017 due to changes to the assets test will be automatically reissued the Pensioner Concession Card (PCC).

It’s Financial Planning Week!

21 August 2017 - posted in Pre-Retirees and Retirees by Brenton Miegel

The Financial Planning Association actively promote Financial Planning Week annually – and it’s this week!

It’s a scam! How to identify, avoid and report financial scams

18 August 2017 - posted in Pre-Retirees and Retirees by Lachlan Harvey

On our regular 5AA radio talkback session this week, Sam Martin and I were sharing some alarming statistics about scams.

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