16 Jan

What are my options if I’m asset rich and cash poor?

If you own your own home, you’ve benefited from rising property prices – but only on paper.


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16 Jan

How to have a conversation about aged care.

This article provides you with a guide to broaching this sensitive subject gently and productively, so your loved ones feel heard and respected.


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8 Jan

The Age Pension Just Got Better: Unlocking the Retirement Sweet Spot

The age pension in Australia has recently seen an increase in payment rates, making it a more attractive option for retirees. And here’s the good news: you don’t need $1 million in the bank to live like a millionaire in retirement.


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4 Nov '24

Navigating Australia’s Bracket Creep: Strategies for Managing Rising Tax Liabilities

As Australia's highest marginal tax bracket impacts more individuals, a growing number of Australians face rising tax obligations due to "bracket creep," where wage growth outpaces tax rate adjustments. This trend is expected to persist, with tax-efficient strategies the backbone for financial advice to help individuals secure long-term wealth.


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19 Sep '24

The Great Wealth Transfer: What Baby Boomers Need to Know About Preserving and Passing Down Wealth

Over the coming years, we’re about to witness the largest wealth transfer in history as Baby Boomers pass their hard-earned fortunes to younger generations. With an estimated $84 trillion set to be transferred, mostly from savings, investments, and real estate, this shift holds both incredible opportunities and significant challenges for families.


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18 Sep '24

Will You Pay More For Aged Care in 2025?

Changes to aged care fees are coming, and they will impact both home care and residential care. After a long wait and lots of speculation, the government has released details of the proposed changes.


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8 Aug '24

Four ways to psychologically prepare for retirement – before you leave work

Retirement can feel like a shockwave, particularly if life’s circumstances or a redundancy means that you don’t get to choose the timing.


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31 Jul '24

The important role technology and geopolitical forces

As countries around the world isolate from globalisation, we’re seeing an increasingly fragmented global economy.


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3 Jul '24

Why the push for companies to do the right thing is good for Australian share market investors

As tensions between Australia’s largest companies, their customers, and the federal government flare, companies such as Woolworths, AMP, and Qantas are placing a higher priority on measuring their community reputation.


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