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Financial Planning Articles

The Cost of Aged Care (and how planning can help)

If the thought of aged care fills you with worry, you’re not alone. There are so many uncertainties that come with planning for different types of aged care, including how much it all costs.

Will I Pay More for Aged Care?

Changes to aged care fees are coming, and they will impact both home care and residential care.

Investing cycles – lessons from the Magnificent 7

It takes grit to hold on as the markets plummet, but the best way might be to avoid the hype and tune out the ‘noise’.

Aged care challenges in the home

The government-subsidised Home Care Packages program makes aging at home affordable, but at what package level are you eligible for?

Investing mistakes to avoid

Investing successfully and improving your investment portfolio can be as much about minimising mistakes as trying to pick the ‘next big thing’. It’s all about taking a calm and considered approach and not blindly following trends or hot tips.

Being informed is the key to avoiding scams

While we all like to think we are clever enough to outwit a scam, it’s important to recognise that even the savviest of us can fall victim.

30% tax on super earnings above $3m

Treasury has released draft legislation to enact the Government’s plan to increase the tax rate on earnings on superannuation balances above $3m from 15% to 30% from 1 July 2025.

Will these super changes affect you?

As our superannuation balances grow larger, it makes more sense than ever to keep track of the many rules changes that have recently happened or are coming up soon.

A positive property outlook for some

There may be good news around the corner for residental property investors.

Mortgage vs super

With interest rates on the rise and investment returns increasingly volatile, where should you be putting your spare cash?

Setting yourself up for success in the new financial year

The start of a new financial year is the perfect time to set yourself up for the year ahead.

Retirement planning: it’s not all about the money

While individuals’ wealth and health are obviously important for anyone heading into retirement, there are other factors that are usually more important in determining the life satisfaction for retirees.