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To make the most of your retirement, you not only need to plan your financial strategy with your financial adviser, you also need to put together a lifestyle strategy. At retirement age you are likely to still have 30 years to live, so what are you going to do throughout these years? Retiring to a [...]
Archive for the ‘Retirement’ Category
InScope Newsletter – Seven steps to help get the right split
Posted by Rebecca on November 28th, 2011
Many investors are understandably concerned when they read news stories about fluctuating global markets, European debt problems and national political decisions such as the carbon tax. How will this uncertainty affect the hard earned money you have invested, especially if you are nearing retirement? Click here to download this month’s InScope newsletter [PDF]
Posted in Financial Planning, Investment, News, Retirement 
Tags: financial planning, inscope newsletter, investment, shares 
Comments OffInscope: Federal Budget 2011-12
Posted by Rebecca on May 12th, 2011
Federal Treasurer Wayne Swan has handed down a conservative Budget, promising to return it to surplus in 2012–13. The Budget focuses on building Australia’s workforce and limiting spending in a number of key areas. We take a look at how the hanges to superannuation, taxation and social security benefits may affect you. Proposed changes include: [...]
Posted in Financial Planning, Income Protection, Investment, News, Retirement Tags: federal budget, financial planning, inscope newsletter, taxation Comments OffBorrowing Rules for SMSF: An introduction
Posted by Rebecca on February 26th, 2011
While self managed super funds (SMSFs) can borrow for investment purposes, special rules and restrictions apply. It’s important you understand the rules and seek specialist financial planning advice on your circumstances. What are SMSF borrowing rules? The borrowing rules offer excellent opportunities for SMSFs to maximise earnings by allowing the funds to gear (borrow to [...]
Posted in Financial Planning, Retirement, Super Tags: borrowing, capital gains tax, direct property, retirement, smsf, superannuation Comments OffBusiness Succession Insurance: Is your business protected?
Posted by Rebecca on October 27th, 2010
Is your business protected? Whether your business is structured through a partnership, company or trust, few have effective mechanisms in place for the transfer of equity and/or control if one of the owners is lost to the business due to death, total and permanent disablement, or critical illness. In many cases the loss of a [...]
Posted in Financial Planning, Income Protection, Retirement Tags: business, family business, income protection, insurance Comments OffResidential Aged Care: What you need to know
Posted by Rebecca on June 27th, 2010
 Retire gracefully with dignity and enjoy life in comfort |
If you or a family member can no longer manage to live independently at home, you may need to consider moving into residential aged care.
Before you do, there are many factors to consider, including your eligibility, the costs involved and the effect on your finances and lifestyle. Get some answers about the financial options for residential aged care from Rebecca Newton and Prestige Wealth Partners. |
Social Security: What you need to know
Posted by Rebecca on June 27th, 2010
The Australian Government provides a range of social security benefits to provide financial assistance to retirees and lower income earners. Eligibility for many of these benefits is subject to assets and income tests. Prestige Wealth Partners can help you navigate the maze of Social Security programs and entitlements.
Intro to Self Managed Superannuation Funds (SMSF)
Posted by Rebecca on June 27th, 2010
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Self managed superannuation funds (SMSFs) have become increasingly popular. While establishing an SMSF can give you greater control and flexibility when planning for your retirement, they also have extensive administrative and compliance requirements. It’s important to understand more about SMSFs to determine if this option is right for you. |
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Posted in Financial Planning, Investment, Retirement, Super Tags: factsheet, pension, retirement, smsf, superannuation Comments Off
