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Posts Tagged ‘planning’
Super Contribution Caps Set to Increase on 1 July 2024
April 17th, 2024As the end of the financial year approaches, Australians will soon have an opportunity to significantly boost their retirement savings thanks to the upcoming increase in super contribution caps, effective from 1 July. While there are a number of different routes through which you can add value and funds to your retirement, additional super contributionsread more
What is a Self-Managed Superannuation Fund (SMSF)?
March 21st, 2024A Self-Managed Superannuation Fund (SMSF) offers Australians a unique way to save for retirement, in a landscape typically dominated by what are known as “retail funds”. Unlike those traditional super funds, SMSFs offer the ability for up to six members to have direct control over their retirement savings, with the flexibility to choose where theirread more
The Impact of Interest Rates on Your UK Pension Transfer
February 23rd, 2024Following several years of the RBA keeping Australia’s Cash Rate Target below 1.00%, successive interest rate rises throughout 2022 has seen the cash rate reach highs not seen in over a decade. While the focus on rate rises is the impact on inflation, the stock market or local property markets, less is understood about theread more
Overseas Retirement for Australians – How to Navigate New Horizons
February 21st, 2024Embarking on a new chapter in life, overseas retirement presents a unique opportunity for Australians to enjoy a newfound freedom and exploration. As Aussies leave the workforce, the allure of extended travels or even relocating abroad permanently to spend their post-career years requires a careful approach to planning, some parts of which aren’t present inread more
Using a Self-Managed Super Fund to Buy Property
February 5th, 2024You may be aware of Australians using their Self-Managed Super Fund (SMSF) to purchase property - something that has gained popularity over the years. When structured correctly, and undertaken in the right circumstances, it can be tax-effective, allow you to invest in both residential and commercial properties, and utilise your superannuation before you retire. However,read more
Aged Care Financial Advice (Part Two – Entering Residential Aged Care)
December 4th, 2023Whether for yourself or a loved one, making the decision to enter residential aged care is a significant step in life. The residential aged care system can be complex to navigate, and doing so without proper advice and planning makes it all the more difficult. In part one of this Aged Care Financial Advice series,read more
Aged Care Financial Advice (Part One – The Value of Advice)
November 17th, 2023If you’re getting older and your care needs are changing, it can be a stressful time for family and friends to help us access the support we need. On the other hand, you might be helping a parent or other elderly relative navigate the process of entering residential aged care and don’t know how toread more
Financial Advisers: Your Partners in Wealth (Part Three – Optimising Tax, Super, and Beyond)
November 1st, 2023In the first two parts of this series, we touched on the fact that the scope of a financial adviser's role has evolved beyond simply managing investments, now taking on a more holistic, comprehensive approach to serve the complex needs of clients. This evolution includes offering guidance on emotional financial decisions, like planning for Agedread more
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