Retirement and housing (homeownership)
Housing (homeownership) is a key factor influencing retirement outcomes — we discuss retirement and several things to consider with regard to housing.
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Planning for aged care
In our retirement years, a time may come when we need to consider aged care services to help with looking after ourselves. In this article, we outline several different types of aged care options.
Changes to granny flat arrangements
New capital gains tax exemption will make it easier for older Australians to enter formal granny flat arrangements with the added protection from possible financial abuse if circumstances within the family change.
Choosing a retirement lifestyle
If you are in, or nearing, the retirement phase of your lifestyle you might be considering whether you want to stay in your current accommodation, or look for something to suit your needs as they change over the coming years.
Budget update 2021/22
The Budget proposes positive changes to superannuation, an extension of the low and middle-income tax offsets and a boost to aged care services. We summarise some of the key points from the Budget but, remember, these are subject to the passing of legislation.
Understanding some of the aged care terminology
Aged care is a complex and emotive topic and many people don’t think about their aged care needs until the time to do something is upon them – at which point the options can be limiting.
Succession planning and establishing the wants
In our first article of this succession planning series, we focused on recognising the need for and encouraging early engagement in the succession process. But where to start?
The 2019/20 Federal Budget for High Earners
What the Federal Budget could mean for High Income Earners.
This year’s Federal Budget is an ‘election budget’ with future tax cuts for all Australians, but especially low and middle income earners.