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Financial Planning

Retirees proceeding with downsizing plans as confidence rises

12 February 2021 by D3s1gnBuG@GCR2020

 

Downsizer contributions were the top query received by the BT technical services team in the December quarter, with many retirees looking to downsize for lifestyle and health reasons.

 

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Early access boosted interest in advice

10 February 2021 by D3s1gnBuG@GCR2020

 

Public interest in financial advice rose significantly in 2020, with consumers focusing their online searches on super topics as the government launched its COVID-19 early access scheme, according to new data from fund manager Allan Gray.

 

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Returning expats reminded on tax snares with pensions, investments

30 January 2021 by D3s1gnBuG@GCR2020

 

With thousands of Australian expats still hoping to return home following COVID-19, a mid-tier firm has highlighted some important tax implications and considerations, including the foreign pension transfers.

 

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Retirees need new super investment approach

29 January 2021 by D3s1gnBuG@GCR2020

 

The needs of retiree clients may not be properly serviced by traditional portfolio investment approaches, an investment expert has warned.

 

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Retirement the ‘number one trigger’ for financial advice

24 January 2021 by D3s1gnBuG@GCR2020

 

Approaching retirement still remains the top reason for seeking advice from a financial planner, with healthcare costs, outliving their savings and aged care costs some of the biggest concerns, according to a recent research paper.

 

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Approaching the dawn

18 January 2021 by D3s1gnBuG@GCR2020

 

COVID-19 has completely, and mercilessly, dictated the direction of economies and financial markets through most of this year. So, as we rapidly approach the end of an extremely unpredictable and volatile year, what's in store for 2021?

 

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Vaccination rates as they happen around the world

15 January 2021 by D3s1gnBuG@GCR2020

 

A new resource is now available that shows the rates per country of COVID-19 vaccinations.  We all suffered in many ways as COVID number increased, now, as expected, let's watch them start to drop.

 

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Super, death, and taxes

25 December 2020 by D3s1gnBuG@GCR2020

 

An interesting finding in the federal government's Retirement Income Review report is that many Australians are dying with the majority of the wealth they had when they retired.

 

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Behind the dash in new market listings

23 December 2020 by D3s1gnBuG@GCR2020

 

There's been an unexpected surge in new listings on the Australian share market over recent months. So, what is driving this IPO boom?

 

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Investing basics for first timers

21 December 2020 by D3s1gnBuG@GCR2020

 

The students of 2020 are graduating to the adult world in one of the most uncertain times in recent history amid recession, pandemic and global political tensions. In times like these, knowing the basics of how to get started down the road to prosperity is more important than ever.

 

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