With the work test changes for over-65s opening up opportunities for recontribution strategies, clients may be able to even up balances and adopt tax strategies for estate planning, particularly once the bring-forward measure is passed, says a technical expert.
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Packing everything up and living out your golden years abroad is the ultimate retirement goal for many Australians. But retiring overseas isn’t just sipping mimosas on the beach and lazing in the sun, in fact it requires a whole lot of preparation. While organising finances and...
Most retirement ‘experts’ will tell you that you should be debt-free in retirement. Not only should your home be paid off, but you should have a decent superannuation balance, plus a and handy stash of emergency cash outside super. Unfortunately, as the saying goes, life’s what...
Australian banks this month started the largest ever customer contact program in the industry's history.
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The experience of isolating in our homes and suburbs has made many people reconsider what they actually value in a home, writes David Hancock. Some of what used to be desirable may be losing its sheen. Proximity to bars and restaurants is less important than it...
Disability insurance needs to be “simpler and cheaper” for all Australians, with a focus on return to health and work, a taskforce has found. Without an overhaul, those who need cover may not be able to afford it in the future and life insurance companies selling...
Australians are becoming more engaged with their personal finances. It’s fair to say 2020 hasn’t quite panned out the way any of us thought it would. From local bushfires to a global pandemic it’s been a rollercoaster of a ride. But there’s growing evidence that Australians...
Pricing for the new Mazda BT-50 one-tonne ute range has been revealed ahead of the product launch in October The 11-variant 2021 Mazda BT-50 range includes just three 4x2 variants, is double-cab only and will be available in four specification levels with a choice of automatic and manual transmissions. Prices start...
Almost one in three people who use buy now, pay later services is finding themselves in financial trouble, new research has found. The buy now, pay later market in Australia is booming, with a growing list of providers now available in Australia. Dominating the market is Afterpay, with...
Renting isn’t often associated with retirement but it should be, because almost one in 10 Australians aged over 55 live in private rental accommodation. What many of those older renters may not be aware of, though, is that renting in a retirement community is a solution...
He is also an accomplished presenter and educator
Co-authoring the popular investment book, Property vs Shares.