Wealth Insights

20 Mar Investing with small amounts

Posted at 09:00h in Investment, Retirement by admin 0 Comments

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A question that comes up for many people saving for retirement is how best to invest when they only have small amounts of money available at a time.

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19 Mar Do I need to be worried about coronavirus? How investors can respond to stock market shocks

Posted at 22:54h in General Insights, Investment by zac 0 Comments

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If the threat of a large-scale outbreak of an infectious disease isn’t enough to worry about, the financial implications of coronavirus is also making investors nervous. In this article, we share how coronavirus may impact investments and how investors can respond to market shocks....

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19 Mar Common mistakes people make when downsizing

Posted at 08:48h in Property by admin 0 Comments

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So, you’ve decided that it’s time to downsize and move out of the family home that has felt empty for years. Before you reach for the packing boxes and book the removalists, there are a few things to consider. Learn from other people’s mistakes and...

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17 Mar Planning for healthcare costs in retirement

Posted at 09:27h in Insurance, Retirement by admin 0 Comments

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We all hope that when we retire we’ll have the time to focus on being as healthy as possible. But unexpected issues and illnesses arise, with recent research estimating that an Australian couple will spend an annual cost of between $4,975 and $9,900 on healthcare once...

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16 Mar A resource hub for our clients.

Posted at 09:00h in General Insights by admin 0 Comments

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We provide 24/7 access to many extra tools and resources to help you build on what we offer concerning your tax and other financial affairs. *

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16 Mar Top tips: Real-life money smarts from everyday Aussies

Posted at 09:00h in Financial Planning by admin 0 Comments

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Fuss-free money advice can be hard to come by, which is why we and Westpac have joined forces to ask everyday over-60s what their best pieces of advice are in just a few sentences. With so many genius money-saving hacks submitted, these are just a handful of...

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14 Mar The end of Income Protection Insurance as we know it

Posted at 21:13h in Financial Planning, Insurance by zac 0 Comments

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Recently APRA announced major changes to the structure of Income Protection policies. It will occur in a matter of weeks and is not receiving any publicity in the mainstream media so we felt this update was important so that you can make an informed decision. What is Income...

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13 Mar How much you need to boost your budget by for a comfy retirement in 2020

Posted at 08:59h in Financial Planning, Retirement by admin 0 Comments

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Retirees will have to reign in their spending if they want to live comfortably, with new data revealing yet another increase in cost of living for Australians. The Retirement Standard, which calculates how much you’ll need to live on once you stop working, has continued to...

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13 Mar Stage 2 – Covid-19 stimulus package.

Posted at 00:00h in General Insights by admin 0 Comments

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Detail on what the second stimulus package means to your hip pocket, Centrelink payments and staff retention.

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12 Mar New laws mean 65-year-olds should hold off on large contributions

Posted at 09:00h in Superannuation & SMSF by admin 0 Comments

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Following confirmation from the government that legislation to extend the work test exemption to age 67 will be passed by the end of the financial year, SMSF professionals should hold off on large contributions for 65-year-old clients to extend their ability to contribute to super for longer.

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