wealth partners

Gifting to reduce assets impacts age pension entitlements

Gifting to reduce assets impacts age pension entitlements

There are limits as to how much an age pension applicant can gift.

With the market down is now a good time to buy shares?

With the market down is now a good time to buy shares?

Before making changes there some important factors to consider.

Do we really need to keep paying for life insurance?

Do we really need to keep paying for life insurance?

Is it wise to keep your life insurance or is it time to cash it in?

Aged Pension: I've qualified so what happens next?

Aged Pension: I've qualified so what happens next?

Learn how Centrelink calculate your entitlements and CSHC works.

Going pink in your SMSF has its limitations

Going pink in your SMSF has its limitations

There are restrictions for ownership of jewellery under super law.

Is super or something else the answer to retirement saving?

Is super or something else the answer to retirement saving?

Learn about the pros and cons of investment bonds.

What happens to jointly owned shares when I die?

What happens to jointly owned shares when I die?

Unravelling joint ownership of shares requires several steps.

Expert advice: Learn to make better investment decisions

Expert advice: Learn to make better investment decisions

What exposure to growth investments should I be looking to have?

Tips to help choose between active and passive investments

Tips to help choose between active and passive investments

Learn some key financial and investment choice lessons.

Do I have to lodge a tax return?

Do I have to lodge a tax return?

You are not obliged to lodge a tax return if you meet this criteria

Stress test your decisions before locking your super

Stress test your decisions before locking your super

Top tips from a super adviser on pros and cons of multiple funds.

Low-value shares can be sold or better still, donated

Low-value shares can be sold or better still, donated

Have you considered donating small value share parcels to charity?

Why it's important to have guardianship documents in place

Why it's important to have guardianship documents in place

Without the documents you won't be able to make decisions.

Can the proposed changes to the work test benefit me?

Can the proposed changes to the work test benefit me?

The Coach talks changes to superannuation in federal budget.

Should I have an enduring power of attorney?

Should I have an enduring power of attorney?

Talk about it with your parents now before they loose legal capacity

Should your will include death benefit details?

Should your will include death benefit details?

A superannuation Death Benefit Nomination is a necessity.

How do I help my parents in their final years?

How do I help my parents in their final years?

Learn the steps to helping your parents into good aged care.

Learn how franking credits work on share dividends

Learn how franking credits work on share dividends

Franking credits can be claimed as a cash refund from the ATO.

Ditch or keep? Tips to reviewing an investment portfolio

Ditch or keep? Tips to reviewing an investment portfolio

Find out what retirees should look for when reviewing a portfolio.

Money: Downsizing proceeds into super

Money: Downsizing proceeds into super

Can we put family home sale proceeds into our super?

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