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Money Matters for 2019

The start of a new year is a great time to review your finances. Here are some recent changes and new opportunities to consider in 2019 and beyond. First home depositVoluntary super contributions made since 1 July 2017, may now be withdrawn to buy a first home under the First Home Super Saver Scheme (FHSSS). The FHSSS…

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A balancing act – taking care of your family

With our lives so full and busy it’s easy to become preoccupied with your day-to-day tasks and forget about how important it is to have a complete and holistic financial plan. It has become more important than ever to revisit your estate plans with a qualified financial professional because you never know when your estate…

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Your final wishes

A Will isn’t necessarily enough to make sure your assets are passed on the way you want them to be. But a good family succession plan is. Family succession planning is a way of ensuring your assets are passed onto your loved ones in the most efficient and tax-effective manner possible. A good family succession…

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Five top of mind questions for aged care

It’s a fact of life that many of us will need to one day face the daunting task of seeking aged care for someone close to us. At first the complexity of dealing with the personal, practical and financial issues may seem overwhelming, but there are positive ways to address these issues and we can…

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