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Our latest thinking on the issues that matter most in financial planning, including market updates, investment insights and news.

Aged Care

Your Guide to Home Care Services

Home Care (also known as in-home care, community care, home help, home support and in-home nursing care) is the umbrella term for a range of services that allow people to remain living independently in their own homes. Many elderly Australian’s take advantage of these services as an alternative to moving into traditional residential aged care homes.

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Superannuation

Downsizer contributions to super

Since July 2018 thousands of people have taken advantage of the Government’s downsizer contribution scheme by selling their home and making contributions to their super

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Centrelink

Pension Loan Scheme replaced by the
Home Equity Access Scheme

This Scheme allows senior Australians to access the equity in their real property by borrowing from the government,
against the value of their property to supplement their retirement income. And they don’t have to be receiving income support from the government to qualify. But they do need to have appropriate and adequate insurance covering their secured real asset(s).

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General

PROTECT YOUR IDENTITY

If your personal information falls into the wrong hands, it can be used to steal your identity.

If you think your identity has been stolen, report it to your local police and your bank, and change your passwords.

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Investing

Russia Ukraine Update

On 21 February, Russia asserted its view on the independence of the Donetsk People’s Republic and the Luhansk People’s Republic and began mobilising troops to conduct peacekeeping operations in these areas. This was a violation of Ukraine’s sovereignty and independence, the Minsk agreement, and has been widely denounced by the West. Subsequently, Russia has instigated military strikes on Ukraine and has invaded.

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Cashflow

5 TIPS TO SHAVE YEARS OFF YOUR MORTGAGE

Every homeowner loves the idea of becoming mortgage-free faster and paying less interest in the lead up to that landmark event. Fortunately, there are some easy steps you can take to get there sooner – whether you’ve just got your first home loan, want to increase your property equity or become mortgage-free as soon as possible. Let’s go over them.

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