Weighing up the value of life insurance
Weighing up the value of life insurance It probably comes as no surprise to anyone that there is a significant underinsurance gap between what we would need to maintain our standard of living should the unthinkable happen, and what we are actually covered for in the way of insurance. Australia is one of the most underinsured nations in the developed world, ranking […]
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Tax Alert March 2018
Tax Alert March 2018 Several significant tax changes are on the horizon, with most employers soon required to report payroll payments electronically to the ATO and new home buyers to pay GST on purchases directly to the tax man. Here’s a roundup of the latest tax news. Electronic payroll reporting to commence As of 1 April 2018, employers with […]
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Transition to retirement still a smart move
Transition to retirement still a smart move They say 60 is the new 40. And while it’s true that today’s over-50s are healthy and active for longer than previous generations, many in this position begin to dream about scaling back their work commitments so they can start ticking off their bucket list.  You may want the flexibility to travel more, volunteer or […]
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The changing face of DIY super
The changing face of DIY super Move over baby boomers, younger Australians are taking to self-managed superannuation funds in ever greater numbers. While the face of DIY super may be changing, the reasons for flying solo remain the same. Flexibility and control are the main drawcards, along with falling set-up costs. The latest statistics from the Australian Taxation Office show that […]
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Retirement and the impact of home ownership
Retirement and the impact of home ownership Owning your own home has long been the Australian dream but after years of strong house price growth it’s becoming less of a reality for many. This has major implications for retirement planning. The major factor behind the shifting approach to home ownership is the prohibitive price of property, particularly in Sydney and Melbourne. As […]
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