Category: Life Events
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Understanding Eligible Spouse Contributions
Financial Planning, Life Events, Superannuation, Wealth Building, Wealth Management, Women’s EmpowermentExplore how eligible spouse contributions can balance superannuation savings and offer tax benefits. Discover if this strategy is right for you.
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Understanding Transition to Retirement Pensions
Financial Planning, Life Events, Retirement Planning, Superannuation, Tax Strategies, Wealth BuildingDiscover the benefits of transition to retirement pensions and how they can provide flexibility and a boost to your retirement savings while you are still working.
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Building better money habits with your kids
Financial Health, Financial Planning, Financial Wellness, Investment Strategies, Life Events, Lifestyle, Lifestyle & Well-being, Personal Finance, Retirement PlanningGenerally speaking, we Australians are pretty financially savvy, that is, we understand the how and why of effectively managing our money. Unfortunately, that doesn’t mean we put that know-how into practice to make astute financial decisions. According to the Australian Bureau of Statistics (ABS), the average Australian household debt has risen by 7.3% (over $260,000)…
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What are investment bonds, and how could they be used?
Family Law, Financial Planning, Investment Strategies, Life Events, Personal Finance, Tax StrategiesPopular in the days before compulsory superannuation, investment bonds fell out of favor as super became the preferred tax-advantaged environment. With tighter restrictions on superannuation contribution limits and eligibility requirements, bonds might be worth a fresh look. Investment bonds are a type of insurance policy primarily used as an investment vehicle. Available from a range…
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Navigating Retirement: Two Approaches to Financial Independence
Financial Planning, Financial Wellness, Life Events, Lifestyle, Lifestyle & Well-being, Retirement PlanningSteve and Sue Smith have worked hard all their lives, paid their taxes, and now that they have retired, they feel they are entitled to a full age pension. Jenny and John Jones have also worked hard and paid their taxes. However, concerned that Australia’s aging population and ballooning pension bill will make it increasingly…
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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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