by admin | Jan 10, 2022 | Family, Housing, Lifestyle, Retirement, Superannuation
December 2022 Legislation update Legislation was passed this month moving the eligibility age down to 55 (was 65, then 60). Other things to consider as well; effective for sales after 1 January 2023, is that the asset exemption for sale proceeds from the sale of a...
by admin | Jan 6, 2022 | Family, Lifestyle
Like a lot of people, you have probably made New Year resolutions or promises to yourself that you will change those parts of your life you’re not happy with. And chances are that you have let yourself down by not acting on those promises, or quickly fallen back into...
by admin | Jan 6, 2022 | Economics, Lifestyle
The COVID-19 Global Pandemic seemed to come from nowhere. Just as we thought we were chugging along quite nicely, it crept up and went, whammo! We didn’t see that coming! Within a week, more than 700,000 Australian jobs were lost and by June 2020 Australia was...
by admin | Jan 4, 2022 | Budgeting, Business Planning, Economics, Investing, Lifestyle, Superannuation
A client who runs his own dry cleaning business came to see me last week. Barry was in a bit of a state. He told me it had suddenly dawned on him he was getting closer to retirement and had been reading all these stories in the paper about how much a person needed to...
by admin | Jan 4, 2022 | Active, Budgeting, Economics, Family, Index, Investing, Lifestyle, Superannuation
As most long-term investors know, investment markets have their ups and downs. The downs are usually associated with periods of uncertainty, perhaps due to political or economic factors, or even natural disasters. Uncertainty leads to volatility – more extreme...
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