Latest News and Articles
Too wealthy for the Age Pension? You might still qualify for a valuable health card
Many self-funded retirees assume they won’t be eligible for the Commonwealth Seniors Health Card (CSHC) because their assets are too high....
What Centrelink can and cannot do
Ever wondered just how much Centrelink really knows about you? You’re not alone. With so much of our financial life now online, many...
Earning more in retirement: What if you’re already asset tested?
If you’re on a part-Age Pension because your assets are above the lower threshold, you may be in a stronger position to earn extra income...
How to set up your kids for success – without putting yourself (or them) at risk
A growing number of parents and grandparents are stepping in to help the next generation buy a home. But while the generosity comes from...
Aged care concerns? Just ask Nicole
On 1 July rules on funding and delivery of Age Care were set to undergo significant changes. The main changes were the result of the Royal...
How small financial changes can reap big rewards
Retirement offers an exciting new chapter in life — but it also often brings a range of financial decisions that aren’t always...
My Super’s in a conservative fund: That’s safer, isn’t it?
Why playing it too safe could cost you more than you think It’s easy to assume that a conservative investment option is the safest way to...
Lump Sum vs. Account Based Pension: What’s your retirement payout play?
It turns out Australian retirees are taking very different approaches to their retirement payouts. We’ve always said that in retirement...
How to spend with more confidence: a better way to budget in retirement
Do you ever wonder if you’re spending too much - or not enough in retirement? You’re not alone. Many retirees tell us they feel unsure...