Retirement

Increase to Age Pension rates – Effective 20 September 2021

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 increase at all for the first time in 24 years so this boost will...

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A trusted investment vehicle

A trusted investment vehicle

Family trusts are a popular and effective investment structure to manage and protect your family’s fortune, but you don’t have to be worth a fortune to benefit from having one. Despite their appeal, they are not for everyone. Indeed, it is suggested that if your...

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There’s more than one way to boost your retirement income

There’s more than one way to boost your retirement income

After spending their working life building retirement savings, many retirees are often reluctant to eat into their “nest egg” too quickly. This is understandable, given that we are living longer than previous generations and may need to pay for aged care and health...

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Getting retirement plans back on track

Getting retirement plans back on track

After a year when even the best laid plans have been put on hold due to COVID-19, people who were planning to retire soon may be having second thoughts. You may be concerned about a drop in your super balance, insecure work, or an uncertain investment outlook....

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What are the costs of living in a retirement community?

What are the costs of living in a retirement community?

Are you considering moving to a retirement community? It’s an option many retirees are attracted to because of the lifestyle benefits of community living and freedom from home maintenance. You’ll no doubt have many questions around the costs associated with living in...

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Caring for family with a Will

Caring for family with a Will

Few of us like to think about death, let alone plan for it. But far from being morbid, getting your affairs in order and drawing up a Will is one of the kindest and most caring things you can do for your loved ones. Not only does a Will make your wishes clear but it...

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The full nest: Living with adult children

The full nest: Living with adult children

The number of young adults living in the family home well into adulthood is growing. ABS data indicates, amongst adults under 35, nearly one third are still at home, and the trend is on the rise.i If managed well, multigenerational living can be beneficial to both...

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