Make Your Retirement Funds go the Distance

Consider these key issues highlighted by our financial planning partner, Bridges, when planning your retirement income and expenditure. Make your Retirement Funds go the Distance You only get one shot at going into retirement, so it is essential that you go in with your eyes wide open. That means being aware...

Consider these key issues highlighted by our financial planning partner, Bridges, when planning your retirement income and expenditure. Make your...

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How to Make a Sea or Tree Change Work

As the kids gradually fly the coup, many of us feel the urge for a fundamental change in our living environment. For many years the classic ‘sea change’ was favoured by those on the cusp of retirement as many flocked to the attractions of a sunny and salty lifestyle...

As the kids gradually fly the coup, many of us feel the urge for a fundamental change in our...

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What’s New in Super and Tax this Financial Year?

The 2019/2020 financial year introduces some new opportunities to allow you to save for your retirement through super. Below we also provide an overview of the ‘protecting your super’ legislation and personal income tax changes.   Superannuation Claiming a deduction on personal super contributions Since 1 July 2017, employees as well as the...

The 2019/2020 financial year introduces some new opportunities to allow you to save for your retirement through super. Below...

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Money and Marriage the Second Time Around

Finding a new life partner the second time around can bring a lot of opportunity for new beginnings, but it also brings challenges. How will the children be affected? Where will you live? How will you share responsibilities? These are some of the issues that you may need to...

Finding a new life partner the second time around can bring a lot of opportunity for new beginnings, but...

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What to Do with a Redundancy Payment

Redundancy is an all too common event in the lives of many people these days. Those who experience redundancy need to cope with a lot of psychological, social and economic challenges, as they adjust to new circumstances and make decisions about future directions. Some may see it as an opportunity...

Redundancy is an all too common event in the lives of many people these days. Those who experience redundancy...

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Being an Executor isn’t for the Faint-Hearted

When appointing an executor, you can choose a family member, friend or professional trustee company. But, one thing’s for sure — it’s not for the faint-hearted.   What Does an Executor Do? An executor is the person or organisation responsible for carrying out the wishes outlined in your Will. They are responsible...

When appointing an executor, you can choose a family member, friend or professional trustee company. But, one thing’s for...

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