Highlights from the 2017-2018 Budget for Retirees
On Tuesday 9 May 2017, the Treasurer, Scott Morrison, released the Government’s 2017-18 Budget. This year’s Budget won’t significantly impact retirees; however, there were plenty of changes announced that could affect you. For further information regarding these...
How can an Adviser help?
Moving into residential aged care can be an emotionally charged time and there are many challenges in arranging and negotiating entry to an aged care facility. We’re here to help you navigate the change. Some of the questions we have the answers to are: What...
How Budget 2017 may affect Retirees and Pre-Retirees
The announcements in this update are proposals unless stated otherwise. These proposals need to successfully pass through Parliament before becoming law and may be subject to change during this process. Over 65s will be able to make a non-concessional contribution of...
The Complexity of Aged Care
Although it seems that there’s a lot to navigate when it comes to figuring out Aged Care, it’s easily broken down into three main areas. Strategy – this makes up about half of your solution Placement – around a quarter of your decision process...
