partners for life
Posts Tagged ‘smsf’
Financial Advisers: Your Partners in Wealth (Part One – The Foundation of Smart Investing)
October 4th, 2023In a world filled with financial challenges and uncertainties, having a trusted financial adviser makes a significant difference in achieving your long-term financial goals. As we navigate through the spectre of a global recession and rising inflation in 2023 and beyond, the importance of financial advice has never been more evident. Just three years followingread more
How Much Income do I Need to Retire?
July 5th, 2023Many Australians have a clear picture of the lifestyle they want to enjoy when they retire, but perhaps less is understood about the level of income required to achieve it. Whether you envision buying a brand-new caravan to set off around the country, construct a workshop out the back of your home to focus onread more
McKinley Plowman Federal Budget Update 2023-24
May 10th, 2023The 2023-24 Federal Budget was handed down on Tuesday 9 May 2023 by Treasurer Jim Chalmers of the Albanese government. The budget will return to a $4 billion surplus this financial year, followed by a $13.9 billion deficit the following year. Treasury forecasts under this budget inflation will fall from 6% this year to 3.25%read more
The Importance of a Long-Term Investment Perspective
February 17th, 2023As a member of a super fund or an investor, you may have seen some significant events in the past few years that have disrupted global markets, such as COVID-19, decade high inflation and interest rate rises. These events can make you feel uncertain about your investments and financial position. While it is understandable toread more
Commonwealth Seniors Health Card – Eligibility Update
October 19th, 2022If you or someone you know is approaching, or has reached, retirement age, you may have come across the Commonwealth Seniors Health Card (CSHC). This card gives holders access to benefits that may reduce the burden of medical bills as they grow old, but those with retirement income over a pre-defined threshold are not eligible.read more
Combatting Rising Retirement Costs
September 23rd, 2022Throughout 2022, much has been made of the impact of growing inflation, rising interest rates, and cost of living pressures on businesses and families – but perhaps less attention has been given to retirement costs. Single retirees in particular have felt the strain, but no matter the living situation, the average Aussie retiree is nowread more
UK State Pensions: Mitigating the Impact of Inflation and Market Volatility
August 11th, 2022Rising inflation across the globe is having an impact on just about every industry, family and business. This includes property market dynamics, rising home loan repayments, strained household budgets and the rising cost of living. UK expats looking to claim the State Pension in Australia may also feel the effects. If you have previously workedread more
Reverse Mortgage – Your Key to a More Comfortable Retirement?
May 26th, 2022For many Australians, the motivation to work hard and accumulate wealth is to eventually transition to a comfortable retirement. Research indicates that Australian Seniors are ranked number 1 in the world in terms of per capita net worth, however 35% are living below the poverty line. In fact, that same population group are second-worst amongstread more
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