Archive for the ‘Retirement’ Category

Residential Aged Care: What you need to know

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.
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

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)

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.

Senior Couple Exercising In Park