Retirement

Wills and Estates

Think about Superannuation early on in life

You may think your retirement is far off—so no worries, right? Not so fast. To ensure you have enough funds to live well when you retire, you need to learn what you need to do now to make sure you can have the lifestyle you’ve worked so hard to have—for the rest of your life. […]

The importance of a will

Planning our estate is a vital part of any wealth management process. Deciding who is entitled to what after we die is not something that can be put off and left until later. It must be clearly and legally defined well ahead of time. This article is designed to serve as a guide, answering some […]

‘What I wish I’d known’: Over 75s share biggest retirement regrets in stark warning to younger generations

Younger generations are being handed vital lessons about the risks of retirement in new research from wealth manager Netwealth which highlights the biggest retirement regrets of people aged 75 and over. Key lessons include underestimating life expectancy, lack of resources to pay for later life care costs and regretting not working with a professional in […]

Get the maximum value from your life insurance

Your life insurance is flexible and can be adapted to your changing needs. Make sure you have a cover review with your adviser every 12-18 months to ensure you’re covered or when major life events occur, for just the right amount, paying the right amount, and getting the best value from your policy. Every 12-18 […]

Tax incentives support small businesses

It is a budget designed to support the economy’s path out of the pandemic. Cost of living and infrastructure are the focus. Businesses and consumers are still struggling after a number of difficult years. The Coalition government has issued a pre-election budget that focuses on infrastructure and the bush. This year’s federal budget confirms a […]

Testamentary Trusts

Thousands yet to receive aged care bonus

Less than half of aged care workers eligible for federal government bonuses have not yet received their first payment under the scheme. A Senate estimates hearing was told on Wednesday about 265,000 aged care workers would be eligible to receive a $400 bonus, with a second bonus of the same amount due in May. However, […]

how to contest a will

Pension boost as inflation rises

Pensioners will see a $20 per fortnight boost to their payments from Sunday as the federal government raises the welfare payment. Australia’s aged and disability support pensions, along with carer’s payments, will rise from March 20 to cover rising inflation. The boost means a $20.10 per fortnight increase for individuals to $987.60 and a $30.20 […]

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