Month: February 2018

Living Estate Planning

MEDICAL POWER OF ATTORNEY

Advanced care directives will take the place of medical POAs being legal documents that can include legally binding instructions as to future medical treatment we may want to consent to or refuse to have.

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Community, SMSF

Downsizer Contributions for 65+

From 1 July 2018 older Australians (65 years or over) will be able to contribute proceeds from the sale of their home to their superannuation fund under “Contributing the proceeds of downsizing into superannuation’ measure that became law in December 2017.

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Property

PROPERTY DEVELOPMENT TAX IN A NUTSHELL

Are you considering a development as your next venture within the world of property? Have you reviewed your potential income tax and GST liabilities?

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Strategic Financial Advice

Economic Update – February 2018

Market and economic overview.

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Strategic Financial Advice

The pullback in shares – seven reasons not to be too concerned

The recent share pullback has seen much coverage and generated much concern. This is understandable given the rapid falls in share markets seen on some days.

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Strategic Financial Advice

Top 5 investment themes for 2018

Investors spent 2017 monitoring activity in the US, political rhetoric and disruption, economic turmoil in the UK, North Korean activity and the impact of a range of natural disasters. So what should they consider in 2018?

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Strategic Financial Advice

New legislation aims to benefit first home buyers and downsizers

Changes aimed at improving housing affordability have passed through parliament. See what the new rules could mean for you.

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Strategic Financial Advice

7 healthy habits that could improve your bank balance this year

See how you could benefit your body, while upping the change in your back pocket at the same time.

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Strategic Financial Advice

How to avoid isolation and stay safe in retirement

It’s a common enough scenario facing many older Australians: you find yourself living alone, due to divorce or the death of a partner, and the kids have moved away – often interstate or overseas – leaving you with no close family nearby.

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Strategic Financial Advice

6 tips for managing money and memory loss

Memory loss in your later years can be difficult, emotionally as well as financially. That’s why having a conversation with your loved ones, or devising a plan early on, could broaden your options and at the same time, help ensure your wishes are met should things take an unexpected turn.

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Strategic Financial Advice

Use your SMSF to teach your kids about finance

With self-managed super funds (SMSFs) permitted to have up to four members, it may be a surprise for some to learn that approximately 70% of SMSFs have only two members and about a further 23% only have one. 

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Living Estate Planning

Same Sex Marriage – have you updated your will?

If couple have now been married or planning their marriage, then they also need to plan to update their wills to ensure they reflect the change in their circumstances.

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