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Supercharge Your Retirement: Unlocking the Benefits of Catch-up Concessional Contributions
- PUBLISHED: 24 September 2023
- - Article
- - Superannuation
Discover the power of catch-up concessional contributions in Australian superannuation. Boost your retirement savings with this smart financial strategy. Start planning for a comfortable future today. Read All
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Unlocking Financial Clarity: The Crucial Role of Personalized Advice | Australian Finance Insights
- PUBLISHED: 05 September 2023
- - Article
- - What is Financial Planning?
In a world awash with financial information, discover why personalized advice is the compass you need. Navigate ambiguity with expert insights tailored to your unique situation. Make sound financial decisions with clarity. Connect with trusted professionals today. Read All
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Closing Your Self-Managed Superannuation Fund: A Clear Guide to the Essential Steps
- PUBLISHED: 30 August 2023
- - Article
- - Self Managed Superannuation
Step-by-Step Guide to Wind Up a Self-Managed Superannuation Fund in Australia Read All
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Maximizing Your Downsizer Contribution: Expert Insights
- PUBLISHED: 30 August 2023
- - News
- - What is Financial Planning?, Superannuation
Discover the crucial 90-day timeframe for maximizing your downsizer superannuation contribution. Expert insights reveal the significance of adhering to this window, covering extensions and essential application scenarios. Learn how external factors play a role and why the proper submission of contribution forms is paramount for successful execution Read All
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Empowering Future Success Through Financial Education of our Children
- PUBLISHED: 26 August 2023
- - Article
- - What is Financial Planning?, Directly Held Investment Portfolio
Unlocking Financial Empowerment: Explore the journey of equipping young adults with essential financial skills for a prosperous future. Discover candid discussions, positive language, goal setting, budgeting, and responsible spending as keys to building a solid financial foundation. Read All
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Maximizing Your Retirement Income with SAPTO - The Benefits of the Senior Australians Tax Offset
- PUBLISHED: 24 August 2023
- - Article
- - What is Financial Planning?, Directly Held Investment Portfolio, Investment & Financial Advice
Discover the advantages of the Senior Australians Tax Offset (SAPTO) in our latest blog. Learn how this tax offset can reduce tax liabilities, boost retirement income, and provide financial security for eligible seniors. Explore eligibility criteria and the simplified application process to make the most of your retirement years. Read All
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The Pawsitive Impact of Pet Ownership in Retirement
- PUBLISHED: 23 August 2023
- - Article
- - What is Financial Planning?, Self Managed Superannuation, Stock Broking Services
Discover how owning a pet in retirement can bring companionship, joy, and surprising financial benefits. Learn how the pawsitive impact of pet ownership enhances emotional well-being, encourages an active lifestyle, and fosters social connections. Explore the unique role pets play in providing structure, mental stimulation, and a sense of purpose during retirement. Uncover the financial advantages of reduced healthcare costs and budget-friendly entertainment. Embrace the fulfilling journey of pet ownership as a valuable addition to your retirement plan. Read All
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How can a recontribution strategy help my heirs?
- PUBLISHED: 19 July 2023
- - Article
- - Self Managed Superannuation, Investment & Financial Advice, Transition to Retirement, What is Financial Planning?
A recontribution strategy in Australian superannuation involves withdrawing money from a super account and recontributing it as non-concessional contributions. This strategy aims to reduce taxed elements in super by increasing the tax-free component. It can provide tax savings and aid estate planning. Read All
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How a Qualified Financial Planner Could Have Helped the Struggling Widow Access Her Late Husband's Superannuation
- PUBLISHED: 13 June 2023
- - Article
The recent case of a widow struggling to access her late husband's superannuation funds from CBUS highlights the vital role a qualified financial planner could have played in her situation. Dealing with the complexities of financial matters after the loss of a loved one can be overwhelming, especially when it comes to navigating the intricacies of superannuation. In this article, we explore how a knowledgeable and experienced financial planner could have assisted the widow in accessing her husband's superannuation funds, providing guidance, support, and peace of mind during a challenging time. Read All
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How to access your Superannuation details via myGov
- PUBLISHED: 07 June 2023
- - Article
- - Superannuation
For advisers, having accurate information is vital to providing good advice. Read All