Aged Pension Changes
Financial Planning The 2014-15 Federal Budget contained many changes that affect recipients of the Aged Pension. The Assets Test thresholds and taper rate
By Adam Hurwood | |Financial Planning The 2014-15 Federal Budget contained many changes that affect recipients of the Aged Pension. The Assets Test thresholds and taper rate
By Adam Hurwood | |You can make voluntary repayments towards your HELP debt at any time, and this payment immediately reduces the amount. Legislation to implement the Budget chan
By Adam Hurwood | |Have you ever considered how your family would manage if you were unable to work due to an illness or injury? Many people assume it will never happen to them,
By Adam Hurwood | |On the 5th of February 2015, the Reserve Bank of Australia announced a cut official interest rates by 25 basis points (0.25%) for the first time in 18 months,
By Adam Hurwood | |It’s always a smart strategy to protect the lifestyle of your family with life insurance, but it’s even smarter if you can get the structure right for your
By Adam Hurwood | |Following on from our initial email regarding the Medibank Private IPO on October 10, Medibank has since released the prospectus with details of the offer. If y
By Adam Hurwood | |It has been announced that Medibank is to be privatised from its current government ownership, and will be listed on the Australian Stock Exchange via a sale to
By Adam Hurwood | |The recently announced Off-Market Buy-Back may be an opportunity to cash in and profit. At its FY14 result, Telstra Corporation Limited (TLS) announced an off-
By Adam Hurwood | |From 1 January 2015, Centrelink’s deeming rules for assessment under the income test will be extended to new account-based pensions (ABPs). This will mean all
By Adam Hurwood | |Every year around this time, a window of opportunity opens to help maximise your end of financial year tax strategies. And if you leave it too late, the chance
By Adam Hurwood | |The ATO has recently released the latest Superannuation Thresholds which will apply for the 2014/15 financial year, starting from 1 July 2014. Concessional (Tax
By Adam Hurwood | |The Aged Care Reforms - What You Need To Know The Living Longer Living Better aged care reforms, which were announced in April 2012 and begin on 1 July 2014,
By Adam Hurwood | |The Government’s introduction of the MySuper reforms aim to build a more efficient superannuation system to maximise the retirement savings of all Australians
By Adam Hurwood | |Draw a tax-effective income from Super to maintain your lifestyle Are you aged 55 or over? Would you like to boost your retirement savings tax-effectively whil
By Adam Hurwood | |When you read headlines about Australia’s rising unemployment or the slowdown in the mining boom, it’s easy to lose confidence in investment markets. But th
By Adam Hurwood | |As a recipient of the Age Pension, you automatically receive a Pensioner Concession Card (PCC) which entitles the holder to many great benefits such as reduced-
By Adam Hurwood | |We are pleased to share that our clients' portfolios have outperformed over the last financial year compared to index benchmarks. We attribute this investment
By Adam Hurwood | |Financial Planning When it comes to making investment decisions, research shows we are our own worst enemies, with our brains better hardwired for stone-a
By Adam Hurwood | |In the lead up to 30 June there are a number of compelling reasons to start a conversation with your adviser asking about the advantages of specific financial y
By Adam Hurwood | |Like many people, you probably work hard and enjoy the benefits of a comfortable lifestyle as a result. Have you ever considered what would happen if you were u
By Adam Hurwood | |