Market Updates

Understanding Estate Planning – Binding Nominations and Reversionary Pensions

Wednesday, February 07, 2024

Binding nominations and reversionary pensions are two ways to ensure your superannuation is passed to your elected beneficiaries in an efficient and timely manner. It also keeps the money within the superannuation environment with the tax benefits of this. Without these legally binding directives, the choice of where your money goes to is at the discretion of the superannuation trustee.

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Your Retirement Plan is Full of Choices

Wednesday, December 06, 2023

The vision of your retirement and the reality of your retirement journey could well be in harmony. Our experience as financial planners though, is that life can throw unplanned twists and turns along the path that may require a review and access to your investments.

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Retirees and Recession Considerations

Thursday, August 10, 2023

In Australia, there has been increasing discussion about the potential of recession because of rising RBA interest rates and the subsequent economic impacts of these, such as reduced consumer spending and company production. There can be implications for retirees and their investment strategy.

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Get ALL Your Money Working for You

Thursday, June 29, 2023

Banks are now offering reasonable interest on your savings. It could pay to shop around. You can have a retirement plan for the investment of your retirement nest egg while keeping some accessible cash aside, at reasonable rates, to have on hand for your personal needs and other lifestyle plans.

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Drawing Income from your Retirement Pension

Tuesday, May 30, 2023

Once retired most people transfer their superannuation to an Account Based Pension and start drawing an income to fund their retirement. Because of market turmoil during COVID, the Australian government allowed pensioners to reduce the minimum annual income they withdrew from their pension by 50%. As of 1st July 2023 however, the minimum pensions are returning to their pre-COVID limits.

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Is your money safe in the bank?

Thursday, April 13, 2023

With recent events of a few overseas banks struggling to meet standards it has raised the question for some, about the security of our own Australian banks. Overall, the Australian banking system is strong, and we also have in place the added protection of the bank guarantee.

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Why Teachers Choose a Retirement Financial Planner

Wednesday, February 22, 2023

When you are approaching retirement, it can be wise to start considering your personal retirement plan. A financial advisor can provide a clearer view of best timing according to your personal circumstances as there are various superannuation retirement scenarios for teachers.

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