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Blog

Lorraine’s story

18 April 2018 - posted in Lifestyle and Pre-Retirees and Retirees by Michelle Sanchez-McCallum

Lorraine and Bruce had been happily married for 40 years- both were aged 61 when I first met them as clients and were childhood sweethearts.

If not now, when? If not you, who?

17 April 2018 - posted in Lifestyle and Pre-Retirees and Retirees by Will Chapman

If death and taxes are the two certainties in life, we love talking about taxes (especially how much we dislike them), but avoid discussing death. Unfortunately, death and estate planning are necessary conversations!

The magic of an offset account

10 April 2018 - posted in Pre-Retirees and Retirees by Craig Kirkwood

An offset account is a great tool for both home and investment loan borrowers. Used correctly it can help repay your loan quicker, while retaining flexibility of your funds.

Holiday Homes and the ATO – an interesting combination!

6 April 2018 - posted in Lifestyle and Pre-Retirees and Retirees by Brenton Miegel

There’s been some media commentary recently about the ATO ‘cracking down’ on holiday home owners who wrongly claim tax deductions on properties that are used for their own personal holidays.

What should you do with your leave entitlements when you retire?

23 March 2018 - posted in Government Benefits and Pre-Retirees by Lachlan Harvey

If you’re planning retirement you may be thinking of how best to take your leave entitlements. This could be annual leave, long service leave or possibly even sick leave.

A positive change for Centrelink

8 March 2018 - posted in Government Benefits and Pre-Retirees and Retirees by Brenton Miegel

Anyone who is on income support payments from Centrelink (Age Pension, NewStart Allowance, Disability Support Pension, Carer Payment/Allowance, etc) will know the frustrations that can occur when needing to update information to them.

What is home care?

27 February 2018 - posted in Aged Care and Government Benefits and Pre-Retirees and Retirees by Matt Kelly

A Home Care Package provides Government funded services that can help you remain at home for longer, as well as providing choice and flexibility in the way that the care and support is provided.

I need a holiday! (and the truth about Frequent Flyer schemes)

22 February 2018 - posted in Lifestyle and Pre-Retirees and Retirees by Michelle Sanchez-McCallum

You know that feeling you get when your alarm jolts you out of a deep sleep? It’s a combination of shock, denial and disbelief.

Show me the money… in my bank account.

13 February 2018 - posted in Lifestyle and Pre-Retirees and Retirees by Will Chapman

It's been years in the making but real time bank transfers via the New Payments Platform (NPP) between Australian financial institutions is gradually being rolled out this year.

When is the right time to clock-off?

7 February 2018 - posted in Lifestyle and Pre-Retirees and Retirees by John Oliver

The thought of retirement can be a daunting prospect. There are so many considerations and unknowns particularly around investment markets and how they will perform in the early years of retirement.

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