NEWS

Smart ways to handle finances in a relationship

Whether saving for a house or a holiday or seeking to grow or preserve their family wealth, setting up and sticking to a budget can help couples attain their common goals. By handling money well, they can avoid disagreements that could put a strain on their relationship. So how can people in a relationship keep their finances healthy? Here are some practical tips.

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Child Trauma Benefit

Child trauma insurance is highly emotive and there is no easy way to say it other than – what if one day you needed it? You may not be aware that some insurers offer this very specific cover, so this update provides you with some basic information.

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Things to remember when choosing a beneficiary

A beneficiary is the person who will receive your life insurance payment should you pass away. When choosing yours, it’s important to think about who would be most financially vulnerable without you in their life. For most people, this is their spouse or children.

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Smart ways to financially get ahead in your 40s

Being in your 40s often involves balancing different priorities. For example, you may need to care for your ageing parents, grow your career or business, and if you’re a parent, support your children. With all these responsibilities, it’s easy to neglect your own financial wellbeing, including building your long-term savings. But it’s not too late to try secure your future

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Market Wrap – January 2019

Each month we release the Market Wrap that is compiled by our Chief Investment Office (CIO). Please call us to discuss any points which you find of interest!

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Boost your super with the work test exemption

The Australian Government is proposing to make it easier for recent retirees to save more super by allowing them to contribute for a year without having to show that they’ve been ‘gainfully employed’.

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Take control of your retirement

Are you affected by the increase in the Age Pension’s qualifying age? Take steps now to avoid getting caught short on retirement income.   The minimum age to qualify for the Age Pension has started going up. For those born on or after 1 July 1952, the qualifying...

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Put your financial windfall to good use

Received a large sum of money? There are smarter ways to use it than treating yourself to a new luxury car or watch.   Windfalls such as salary bonuses and inheritances are more common than many people think. An Australian survey showed that 85% of seniors are...

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Five ways to stick to your financial resolutions

Setting a financial goal for the New Year? Take steps to make it work.   It’s that time of year when we set new goals or dust off old ones. But how can we boost our chances of sticking to our financial resolution? Here are some practical tips.   1. Choose an...

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