by RebeccaD | Nov 15, 2025 | Aged Care
When do we start the aged care conversation? By Kerri Mendl Managing Adviser, Lifestyle and Care Kerri is a specialist lifestyle and care financial adviser based in our Brisbane office. She is committed to helping families navigate the transition into aged care or...
by RebeccaD | Oct 6, 2021 | Aged Care
How do gifts affect aged care fees and the age pension? It isn’t uncommon for parents to want to help their children or other family members financially through a gift of cash. But did you know that providing a financial gift can affect your Age Pension and aged care...
by RebeccaD | Sep 20, 2021 | Retirement
Increase to Age Pension rates – Effective 20 September 2021 Age Pensioners will enjoy the biggest increase to pension rates in 7 years. Nearly 2.6 million Australians are on the age pension so this 1.4% increase will be very welcome. Last September there was no...
by RebeccaD | Sep 2, 2021 | Accounting and Tax
Tax Alert September 2021 Although smaller businesses are now enjoying a lower corporate tax rate, their quarterly super bills have gone up, following the latest indexed rise in the Super Guarantee rate. Here’s a roundup of some of the other key developments when it...
by RebeccaD | Sep 2, 2021 | Accounting and Tax
Frankly Speaking: Tax benefits of shares Australian shares are popular investments with self-funded retirees and anyone who depends on income from their investments, due in part to the favourable tax treatment of franked dividends. After falling off in the early days...
