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)?...
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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
- 2 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.
Rob Shears
- Dec 8, 2022
- 2 min
6 Ways to save on your insurance premiums
There are ways to keep your income protection but not pay as much for the premiums. Check out 6 ways to save here.
Rob Shears
- Dec 8, 2022
- 1 min
Sleep better - use a financial safety harness
What types of financial safety harnesses are available? We go through the 4 main ones here.
Rob Shears
- Nov 30, 2022
- 2 min
Thinking of Downsizing?
If you are thinking about downsizing and would like to boost your retirement savings inside super for a tax free income in retirement,...
Rob Shears
- Nov 30, 2022
- 1 min
What asset worth millions do most people have but don't protect?
How much will you make in your lifetime? Our ability to generate an income is often our biggest asset. Is yours insured?
Rachel Lafazanis
- Nov 24, 2022
- 1 min
Who will benefit from a downturn?
Stocks that may outperform in diffcult economic conditions.
Rachel Lafazanis
- Oct 26, 2022
- 1 min
Highs and Lows: how to use in investing
Our prinicpal adviser, Rob Shears, in his recent segment on Ausbiz TV, discussed how he used the 52 week highs and lows in our investment...
Rachel Lafazanis
- Oct 6, 2022
- 3 min
4 Steps To Protect Against Scammers
Follow these 4 steps to stop scammers posing as financial advisers or investment gurus from taking your money.
Rachel Lafazanis
- Oct 5, 2022
- 2 min
Will your Company, SMSF or Trust leak when you are gone?
If you have an SMSF, Company or Trust, will your estate plan stop these structures leaking in your death? Find ou more here.
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