Ask an Adviser: What is the Downsizer Contribution, and will it impact my Centrelink entitlements?
Australia’s downsizer contribution scheme to boost retirement savings. But what exactly is it, and how does it impact Centrelink payments?
Want more confidence about your retirement? Here’s why a financial plan may be the answer.
50% of working-age Australians want to retire with a yearly income significantly higher than that currently required by older generations.
Aged care: Planning can make all the difference
An emotive topic, aged care is something that most of us will need to consider in our lifetime. As our parents and grandparents reach an age where living without care becomes difficult, it can bring up a range of questions and challenges to consider.
NEW Pension Asset Test from 1/1/2017
As of January 2017, all asset thresholds have been substantially increased to offset a sharper taper rate in pension reduction. The new Pension Asset Test for retirees come 1st January, 2017 is: Retirees below the threshold are entitled to a full age pension. The new rules may result in a large number of retirees no longer satisfying the assets test to remain pensioners. This group will be come self-funded retirees but…
Centrelink changes 1st January, 2017 – Info. Session
Will you be impacted by Centrelink changes 1st January, 2017? Will I still receive a part-pension? What about my concession card? We invite you to attend a complimentary Centrelink Pension update. Centrelink Geelong Financial Information Services Officer, Phil Joyce and APT Wealth Partners Financial Planner, David Maddock will present the changes and how it may impact you. For example, from 1st January 2017, a couple who has $840,000 + in assets…
Funeral Insurance – is it the right product for you?
Funeral insurance, bonds and pre-paid funerals – you need to make sure you’re making the right decision. Our guest blogger, Julie Spriggs from King’s Funerals, Geelong explains more. For those who watch day time television there is often heavy emphasis on Funeral Insurance through infomercials. They make it sound very affordable…… But is this the right answer? Funeral Insurance is similar to car insurance – it is only current whilst…