Retirement Articles

Showing 1 to 10 of 41 articles:
Rahul Singh
RAHUL SINGH  |  THURSDAY, 14 OCT 2021
When looking at aged care advice from an adviser's perspective, we find that there are some common themes of interest. This paper offers insights from three experienced aged care advice professionals from different areas in the country who provide their ... Read more
Rahul Singh
RAHUL SINGH  |  FRIDAY, 10 SEP 2021
There are a number of accommodation options for older people who require assistance and may not want to live by themselves. Read more
Ashley Davidson
ASHLEY DAVIDSON  |  FRIDAY, 4 JUN 2021
The superannuation system is based on the notion that you can build up your nest egg steadily over the course of your working life, but that is not always the case. Read more
Rahul Singh
RAHUL SINGH  |  FRIDAY, 28 MAY 2021
Accumulated through compulsory and voluntary contributions as well as earnings, superannuation is a significant source of retirement savings. As clients approach retirement, their minds often turn from accumulating to accessing their superannuation ... Read more
Debbie Sage
DEBBIE SAGE  |  THURSDAY, 20 MAY 2021
Residential aged care is that next step where, for a variety of reasons, a person can no longer live at home. Generally, this option is known to be for those who need that additional level of care. Read more
Rahul Singh
RAHUL SINGH  |  FRIDAY, 29 JAN 2021
When a client moves into aged care, given that for many, a significant proportion of wealth is tied up in the family home, it is important to understand the impacts on social security and aged care means testing where the home is kept and rented out ... Read more
Mansi Desai
MANSI DESAI  |  THURSDAY, 6 AUG 2020
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
Assyat David
ASSYAT DAVID  |  WEDNESDAY, 1 JUL 2020
The Financial Adviser Standards and Ethics Authority (FASEA) standards that came into effect from 1 January 2020 are compulsory for all financial advisers who provide financial services to retail clients. The FASEA Code of Ethics imposes ethical duties ... Read more
Minh Ly
MINH LY  |  FRIDAY, 22 MAY 2020
This paper shares some common queries around the technicalities for low means residents. Read more
Sean Howard
SEAN HOWARD  |  THURSDAY, 9 APR 2020
The Centrelink treatment of granny flat arrangements is important to understand because of the implications for deprivation and homeownership. Granny flat arrangements can allow a person to transfer assets to another person in exchange for a life interest ... Read more
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