Lifetime income streams, such as a lifetime annuity, can provide an important benefit to a portfolio, in that they can help address the issue of longevity risk. Read more

Although the Federal Budget did not bring in any noteworthy superannuation changes except for the extension of the halved minimum drawdown rates, recent changes relating to the work test and contribution rules have been quite significant, especially ... Read more

From a social security assessment point of view, the principal home is generally an exempt asset irrespective of the value of the home. However, there can be circumstances when the exemption may not apply. Read more