Education Fact Sheet: Distributing your assets

Education Fact Sheet: Distributing your assets

Education Fact Sheet: Distributing your assets

What is estate planning?

Estate planning is about wealth succession – a way to help protect the wealth you have built over your lifetime, so that it is distributed according to your wishes following your death.

You spend a large part of your life working to earn money to look after yourself, to provide for your family and to save for the future. Given the >> Continue reading

Education Fact Sheet: Growing your wealth

Education Fact Sheet: Growing your wealth

Education Fact Sheet: Growing your wealth

What is gearing?

In simple terms, gearing is borrowing money to invest. The investment could be in direct shares or managed investments, such as an equity trust, balanced fund or property. Gearing is, in essence, directed towards producing a larger investment return by using borrowed funds, often in addition to your own funds, so that financial goals can be achieved more quickly.

Gearing can be >> Continue reading

Education Fact Sheet: Maintaining your income

Education Fact Sheet: Maintaining your income

Education Fact Sheet: Maintaining your income

What is transition to retirement?

Transition to retirement is a strategy that can help you reduce your working hours while maintaining the same level of income. This is achieved by drawing a pension from superannuation using the ‘transition to retirement’ condition of release.

Everyone who is preservation age (currently 55) but less than 65 years of age is eligible to commence a non-commutable allocated pension.

Introducing >> Continue reading

Education Fact Sheet: Government support in retirement

 

Education Fact Sheet: Government support in retirement

Education Fact Sheet: Government support in retirement

What is the Age Pension?

The purpose of the Age Pension is to make sure you have enough income in retirement. It is a fortnightly payment made by the government to help you meet the cost of living, if your retirement savings are below a certain level.

To be eligible for the Age Pension, you must have reached a certain age. >> Continue reading

Education Fact Sheet: Protecting your wealth

Education Fact Sheet: Protecting your wealth

Education Fact Sheet: Protecting your wealth

What is insurance?

Insurance is a form of protection – a way to protect yourself, your family and the things you own if something goes wrong. It enables you to replace or repair your assets, whether those assets are your belongings or your capacity to earn income.

Everybody’s circumstances are different, but insurance is important for everybody. Your need for insurance will change as you move >> Continue reading

Education Fact Sheet: Investing in your future

Education Fact Sheet: Investing in your future

Education Fact Sheet: Investing in your future

What is superannuation?

Superannuation, or ‘super’, is a way to save money for your future. It is important to understand how much super you’ll need, and how to best manage the money for your retirement.

Through super, you can hold a wide range of investments such as shares, property and cash.

Superannuation is attractive because it receives favourable tax treatment, both when >> Continue reading

Education Fact Sheet: Managing your money

Education Fact Sheet: Managing your money

Education Fact Sheet: Managing your money

What is a budget?

A budget is a plan that works out how you will manage your income and expenses. Maintaining a budget is a powerful way to control your money.

Do you need a budget?

A budget allows you to see how much money is coming in and going out. It helps you ensure there is enough money to cover your expenses and is >> Continue reading

Education Fact Sheet: Maintaining your lifestyle

Education Fact Sheet: Maintaining your lifestyle

Education Fact Sheet: Maintaining your lifestyle

What is retirement income?

During your working life you receive regular income in the form of a salary or business income. In retirement, this regular income stops, so you need to draw on your savings to meet your lifestyle costs. You set up your savings so you still receive regular payments, just like a salary. This is called a ‘retirement income stream’.

The type of income >> Continue reading

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What happens to my super when I die?

What happens to my super when I die?
What happens to my super when I die?   As uncomfortable as it can be to think about, no one lives forever. And because you’ve worked hard to earn your super money, you’ll want to make sure that when the time comes, your remaining super goes to your loved ones. Like many >> Continue reading →

The virtue of (salary) sacrifice

The virtue of (salary) sacrifice
The virtue of (salary) sacrifice   When you make a sacrifice, you’re usually giving something up with the expectation of future gain. Salary sacrificing into your super is no different—you’re giving up ready access to your money in your take-home pay. But in return you’re boosting your retirement savings and saving on tax. You can pay extra >> Continue reading →

The US presidential election – Implications for investors

The US presidential election – Implications for investors
21 September 2016 The US presidential election – Implications for investors Key points The 8 November US Presidential election is looming as a significant event for investors (and the world) given the “policies” of Republican candidate Donald Trump. The smoothest outcome for investors would be a Clinton victory but Republicans continuing to >> Continue reading →

Government pulls back on proposed changes to super

Government pulls back on proposed changes to super
Government pulls back on proposed changes to super The government has announced changes to three key 2016 Federal Budget proposals—the most significant being that it would not go forward with its proposal to introduce a $500,000 lifetime cap on non-concessional (after-tax) super contributions. In a nutshell the new proposals include: From 1 July 2017, the existing annual cap of $180,000 on after-tax super contributions will >> Continue reading →

What’s worth more – your belongings or your livelihood?

What’s worth more – your belongings or your livelihood?
What’s worth more – your belongings or your livelihood?   At least one in five of us will be unable to work due to injury or illness in our lifetime, yet we’re still more likely to insure our car than our most important asset–ourselves. You might have the attitude ‘she’ll >> Continue reading →

Shares hit another rough patch – five things investors should consider doing

Shares hit another rough patch – five things investors should consider doing
14 September 2016 Shares hit another rough patch – five things investors should consider doing Key points After decent gains in shares and other growth assets since February (& Brexit) we look to have hit another rough patch on the back of concerns >> Continue reading →

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