Category: Financial Planning
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Empowering Women for Financial Equality: A Path Forward
Community & Engagement, Consumer Behavior, Economic Insights, Financial Planning, Financial Wellness, Retirement Planning, SuperannuationEmpowering Women for Financial Equality: A Path Forward In the pursuit of gender-based financial equality, Australia has made notable strides, yet much remains to be accomplished. Fidelity International and the Association of Superannuation Funds of Australia have done a lot of work to help the progress and the assist with the persistent challenges that lie…
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Aged Care Planning: A Critical Component of Holistic Financial Advice
Aged Care Insights, Estate Planning, Financial Planning, Life Events, Lifestyle, Retirement Planning, Support ServicesAged Care Planning: A Critical Component of Holistic Financial Advice As the Australian population ages, the importance of aged care planning within the realm of financial advice is becoming increasingly apparent. This need is not transient; it is growing in tandem with our ageing society. Aged care planning is an essential aspect of comprehensive financial…
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Life Insurance Bonds
Life Insurance Bonds Overview A bond, issued either as a life insurance or friendly society bond, is a simple investment structure used by single high-income earners or couples where both individuals are on a high marginal tax rate. Insurance bonds can also be a tax-effective and convenient way to set aside money for children. The…
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An Overview of Trusts in Australia
Estate Planning, Family Law, Financial Health, Financial Planning, Investment Strategies, Tax StrategiesAn Overview of Trusts in Australia Introduction Trusts are a fundamental element in the planning of business, investment and family financial affairs. There are many examples of how trusts figure in everyday transactions: Although trusts are common, they are often poorly understood. What is a trust? A frequently held, but erroneous view, is that a…
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Take advantage of the Super 5-year concessional cap carry forward rule
Take advantage of the Super 5-year concessional cap carry forward rule Personal concessional contributions are contributions into your superannuation fund from your pre-tax income and are tax deductable. Your concessional cap is the maximum amount of before-tax contributions you can make to your super each year without penalties and includes mandatory contributions made by your…
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