Have a TPD claim but need help with what to do next? Do you want to know how you make your TPD claim best work for you? A recent Perth customer was recently faced with these questions when receiving a Total and Permanent Disability Payment (TPD). The single customer, who was in their late 30s,…
There has been a lot of talk in recent times about the Stage 3 tax cuts in Australia. Will they still go ahead and what will it mean for you? The Labor Government is saying they haven’t changed their stance regarding these tax cuts and they will go ahead starting from July 2024. This will…
There’s no denying that the soaring cost of living is hurting the hip pockets of most Australians, but how does inflation impact retirement and how can you safeguard your retirement funds when the inflation rate is bound to ebb and flow throughout your golden years? In the video and blog below we talk about investing…
If you wanted to retire at 60 in Australia, would $2 million dollars be enough to retire with? For many people, yes, $2 million would be ample. Although for those who are accustomed to a more luxurious lifestyle, this amount may not be sufficient to achieve or maintain the quality of life they desire. In…
Earlier this year, several proposed amendments to superannuation, including removing the “work test” for older Australians, passed through parliament. What that means is that from July 1, 2022, people all the way up to age 75 can make fairly significant voluntary super contributions without needing to meet the work test requirements. Watch the video below…
While buying a first home may seem like a pipe dream for many Australians, we share an example of how our Brisbane-based clients made the most of the First Home Super Saver Scheme (FHSSS) to effectively and quickly gather a house deposit. Before we delve into our client case study, we are going to briefly…
In this blog we talk about the superannuation downsizer contribution and explain how our Certified Financial Planner® is helping one couple maximise the proceeds of their house sale in a tax-effective way. If you have questions for our team, or would like personalised financial advice, please don’t hesitate to get in touch with us by…
If you or someone you love is downsizing ahead of retirement, this blog which outlines the downsizer contribution rules and eligibility is a worthwhile read. From July 1 2022, the age of eligible Australians who can make a downsizer contribution drops from 65 to 60. In the video below, our Certified Financial Planner® Glenn Hilber,…