Lifestyle

Rob Shears

Jul 14, 2023
6 min

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.

Rob Shears

Jun 12, 2023
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, 2023
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.

Early Inheritance - gift without causing a rift

Rob Shears

Mar 29, 2023
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.

Age Pension and Gifting / Deprived assets

Rob Shears

Mar 29, 2023
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.

Early Access to Super for home loan repayments

Rob Shears

Mar 29, 2023
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, 2023
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, 2023
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, 2023
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, 2023
3 min

Why hedge foreign capital transfers

How to reduce or remove your currency risk on large foreign currency transfers.

How to save when buying property with overseas money?

Rachel Lafazanis

Feb 22, 2023
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 11, 2023
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.

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