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At this time of year, we like to remind you to think about important planning opportunities before the end of the financial year. This includes ...
When the time comes for a loved one to move into aged care, there are lots of complex and emotional decisions to be made, not ...
Introduction The Federal Treasurer Jim Chalmers took 31 minutes to announce his first full year budget for the Albanese Labor Government last night as he tried ...
It is now easier than ever to apply for and manage your Centrelink benefits yourself through your MyGov Account. Follow these useful guides on how ...
Introduction The Albanese Government has handed down its self-described "solid and sensible" budget in a very different economic environment to March this year when the ...
Supported retirement village living and residential aged care are often seen as alternatives, but the fact is they are not true substitutes. The style of ...
Introduction With the pending election front-of mind for the Government, the Treasurer has handed down a relatively responsible Budget, with a strong focus on cost-of-living ...
Changes to super contribution rules from 1 July may be a great opportunity to revisit your strategy to and boost your super, pre and post retirement. ...
Being stuck at home in endless COVID-19 lockdowns has given many people time to think about their financial future, if new enquiries to our advisers ...
August is reporting season and, in addition to finding out how companies are performing in these challenging times, investors may also find themselves on the ...
Budget 2021-22 follows on from the last Budget’s theme of getting Australia through the pandemic and promoting economic growth and employment. The Australian economy ...
On Feb 26, 2021 the final report from the Royal Commission into Aged Care Quality and Safety was presented outlining 148 recommendations. The report was subtitled Care, Dignity ...
There are more thresholds, caps and restrictions to manage than ever before when it comes to superannuation and Self-Managed Super Funds and more complexity lies ...
While the popularity of online banking has grown significantly in recent years, over 40 per cent of Australians still visited a branch regularly before Coronavirus restrictions ...
Adapting your budget to your new reality Daily life has been turned upside down for all of us due to the COVID-19 pandemic and new ...
Useful links × Some useful website links relating to COVID-19 Australian Government Department of Health – facts and resources regarding COVID-19 Treasury – key economic response to COVID-19 ...
What do you imagine when you think about your retirement? Do you picture yourself in a relaxing seaside town on the Sunshine Coast? Or maybe ...
Many of us dream about retiring overseas or enjoying extended periods of overseas travel during retirement. While drawing up your travel checklist, don’t forget ...
18 May 2019 Update: With the Federal Election victory now confirmed for the Liberal–National coalition, we no longer need to plan around changes to franking credits, ...
18 May 2019 Update: With the Federal Election victory now confirmed for the Liberal–National coalition, we no longer need to plan around changes to franking credits, ...
In their Retirement Income Report based on a survey of 7,305 Australians over the age of 40, Australian research firm, Investment Trends, revealed that only 46% of Australians ...
There comes a time when the kids move out, you’re ready to travel or you’re getting older and the family home starts to ...
Article update: The Basic Daily Fee and means-tested care fee mentioned in this article are as per The Department of Human Services' revised aged care ...
From 1 January 2017, if you receive an Age Pension and are asset tested, your pension may change. What will change from 1 January 2017? The value of assets ...
From 1 January 2017, if you receive an Age Pension and are asset tested, your pension may change. What will change from 1 January 2017? The value of assets ...
The information in this article is superseded by the latest superannuation information published in our article, Everything you need to know about superannuation to live ...
A move into aged care raises many complex issues that can be confronting and difficult to navigate. Both emotional and financial challenges can be faced, ...
The information in this article is superseded by the latest superannuation information published in our article, Everything you need to know about superannuation to live ...
The end of financial year period is a great time to take stock, reflect on past events and tie up loose ends - and it’...
There has been much commentary on the changing family unit in Australia but the reality is 70% of primary carers of children are women. Although many ...
Dear FMD, I have been thinking about purchasing a second residential investment property, and my friends suggested that I can use my super for a ...
From 1 January 2015, account based pensions will have new rules in place, changing the way Centrelink determines assessable income under the income test. The change means ...
People aged 65 and over are our nation’s fastest growing age group and one million Australians already receive Aged Care – a figure set to soar ...
Wondering if self-managed super is for you? FMD Director and Financial Adviser, Mike Reynolds, answers common questions about SMSFs. Who is the ideal candidate for ...
The information in this article is superseded by the latest superannuation information published in our article, Everything you need to know about superannuation to live ...
With change on the horizon, early preparation and sound financial advice has never been more important to managing aged care with confidence. From July 1, 2014, changes ...