News and Updates
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When One Of You Dies: What Surviving Spouses Actually Have To Deal With
BY WEALTH ADVISER Two weeks after her husband died, Margaret sat at the kitchen table with a pile of paperwork she didn’t understand and…
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Listed and Unlisted Investments: What Access to Your Money Really Means
Learn how listed and unlisted investments differ, how liquidity works, and what to check before you rely on the money.
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Aged Care Financial Advice: What Families Need to Know Before a Parent Moves into Care
Learn how aged care financial advice can help families compare RAD, DAP, the family home and cash flow before entry.
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Is Your Business Your Retirement Plan? Questions to Ask Before You Sell
Learn what to ask before selling a business, how it fits with retirement income, and why timing, super and investments matter.
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Protecting Your Parents’ Money And Your Own: A Family Guide To Financial Elder Abuse
BY WEALTH ADVISER Margaret is 74, sharp as ever, and proud of the independence she’s maintained since her husband died six years ago. She…
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Aged Care At Home: What It Costs And How To Plan For It
BY WEALTH ADVISER If you ask most Australians where they want to spend their later years, the answer is almost always the same: at…
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Blended Families And Estate Planning: When Love Gets Complicated, So Does Your Will
BY WEALTH ADVISER Here is a scenario that plays out far more often than most people realise. A man remarries after a divorce. He…
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Building Super As A Couple: How To Make The System Work For Both Of You
BY WEALTH ADVISER Superannuation is a household asset that sits in individual accounts. That mismatch — between how families live and how super is…
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Downsizer Contributions Demystified: The $300k Super Opportunity After 55
Note: Superannuation rules, contribution caps, and Age Pension thresholds are subject to change. The principles and decision frameworks discussed remain relevant, but specific provisions…
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The $500,000 Question: Navigating Aged Care Costs And Refundable Accommodation Deposits In Retirement
Note: Aged care fees, thresholds, and caps are subject to regular indexation and government policy changes. The principles and strategies discussed remain relevant, but…
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The 1 July Reset: What A Cluster Of Big Changes Means For Your Household
BY WEALTH ADVISER David and Michelle sit across from each other at the kitchen table on a Sunday evening in late June, laptops open,…
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The Centrelink Puzzle: Understanding The Age Pension Means Tests And How They Shape Your Retirement
BY WEALTH ADVISER Here is a question that catches many Australians off guard: a couple sells their investment property for $600,000 and deposits the…
