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Rachel Lafazanis
Jun 22, 20235 min read
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, 20233 min read
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, 20233 min read
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, 20232 min read
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, 20234 min read
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, 20233 min read
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
Jan 11, 20233 min read
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, 20221 min read
The 5 Fantastic 'F's of Downsizing
Why downsize? There are many benefits: here are some of the common ones.
Rob Shears
Dec 20, 20223 min read
Is it time to downsize?
From 1 Jan 2023, the downsizer contribution rules have changed. Check out the 5 main rules here...
Ella Duncan
Jun 15, 20222 min read
How to be SUPER prepared this End of Financial Year.
”To achieve great things, two things are needed; a plan, and not quite enough time” – Leonard Bernstein The end of the financial year...
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