Earn More Income: Is it worth the risk?
There are more ways to earn income and many pay more than term deposits. But are they worth the risk? Learn more here.
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Rachel Lafazanis
- Jun 22
- 5 min
Unlock 3 Strategies to earn more Interest Income
My kids love the game: what superpower would you like to have? I sometimes answer: time travel. Imagine being able to travel to the...
Rob Shears
- Jun 12
- 3 min
How to be lucky when downsizing
Lucky downsizes are the residue of good design. Read here how downsizer contributions can be part of a good design.
Rob Shears
- Mar 29
- 1 min
Bank of Mum & Dad
Being the bank of mum and dad can impact your own lifestyle and your children's inheritance. Maybe even your home.
Rob Shears
- Mar 29
- 3 min
Early Inheritance - gift without causing a rift
Early inheritances can impact the estate and leave loved ones with less or more than what was intended.
Rob Shears
- Mar 29
- 3 min
Age Pension and Gifting / Deprived assets
It is great to be able to help the kids out with gifts of cash however it can ongoing impact to your circumstances due to the gifting rules.
Rob Shears
- Mar 29
- 2 min
Early Access to Super for home loan repayments
If you are at risk of losing your home because you can't make the home loan repayments, you may be eligible for early accesss to your super.
Rob Shears
- Mar 29
- 4 min
Home Equity Access
The governments Home Equity Access Scheme can help to support lifestyle by accessing the equity in your home. Here we discuss how it works.
Rob Shears
- Feb 23
- 3 min
Retiree Finance News Feb 2023
There are a couple of legislated changes that may impact you. Are you now eligible for the Commonwealth Seniors Health Card (CSHC)?...
Rob Shears
- Feb 22
- 2 min
Currency Conversion Checklist
What do you need to check before converting currency or creating a hedge? We list some of the checks required here.
Rob Shears
- Feb 22
- 3 min
Why hedge foreign capital transfers
How to reduce or remove your currency risk on large foreign currency transfers.
Rachel Lafazanis
- Feb 22
- 2 min
How to save when buying property with overseas money?
Purchasing a property is usually the largest financial transaction a person engages in their lifetime. Adding in the complexity of having...
Rob Shears
- Jan 31
- 1 min
Keep your wealth in your family
Relationship breakdown and divorce can cause the wealth accumulated to be divided. If an ex-spouse re-marries, the wealth could end up in...
Rob Shears
- Jan 31
- 2 min
Estate Planning Step 1 - Who is involved?
A great place to start with your estate plan is who do you want to benefit and who is going to have power to make decisions. Read more here.
Rob Shears
- Jan 31
- 2 min
Estate Planning Step 2 - What is included?
Not all of your assets are covered by your Will. Do you know which ones and do you have a plan in place for the ones not in the Will?
Rob Shears
- Jan 11
- 3 min
Timing of Downsizer contributions
Timing of downsizer contributions can enable you to maximise other contribution types. Time is ticking, don't trip on it.
Rob Shears
- Dec 20, 2022
- 1 min
The 5 Fantastic 'F's of Downsizing
Why downsize? There are many benefits: here are some of the common ones.
Rachel Lafazanis
- Dec 20, 2022
- 3 min
Common blockages to downsizing & how to release them
How to overcome common blockages to releasing yourself from the work load and responsibility of the family home by downsizing...
Rob Shears
- Dec 20, 2022
- 3 min
Is it time to downsize?
From 1 Jan 2023, the downsizer contribution rules have changed. Check out the 5 main rules here...
Rob Shears
- Dec 8, 2022
- 1 min
5 Steps to protecting your income
What are the steps to taking out Income Protection insurance? Check ou the 5 steps here. They can be done pretty quickly.
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