Grow your wealth with franking credits

Published: May 18, 2015

If you're looking for ways to boost your retirement income, there's a simple and smart strategy to get more out of your investments. The returns you're receiving on your shares could be even higher, by making the most of franking credits. How it works Franking credits are tax credits that a company distributes to its […]

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Get online at tax time

Published: May 18, 2015

If you're looking for a faster way to sort out your tax this end of financial year, there's good news – technology is taking the headache out of tax time as online options become more accessible. And with the average cost of a tax agent at $371 , it might not just be time you're […]

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5 steps to make your SMSF tax-ready

Published: May 18, 2015

Your self-managed super fund is a powerful investment tool, and a great way of saving for your retirement. But don't forget that as trustee, with control comes responsibility. And that means it's up to you to make sure your SMSF is complying with super and tax laws. 1. Give notice If you're planning to claim […]

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Stay off the ATO hit list

Published: May 18, 2015

As the end of financial year approaches, the ATO is once again taking the magnifying glass to our financial affairs, to ensure we're all paying what we should. With new technology making it easier for the ATO to check data on tax returns against details from banks, employers and government agencies, you need to meet […]

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5 reasons to volunteer in retirement

Published: April 15, 2015

Want a happy, active and meaningful retirement? It might be time to think about volunteering. At last count, over a third of Australians were volunteers. The majority donated their time to sport and physical recreation, while 37% of those aged 65 years and over chose community and welfare organisations1.   The evidence shows that volunteering […]

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Balancing act

Published: April 15, 2015

The days of working for the same employer than retiring on your 65th birthday with a gold watch are long gone. While the average Australian still intends to retire in their early to mid-60s – age 63.4 to be precise – many say they plan to ease into retirement1.   If you’re not ready to […]

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Back to the classroom

Published: April 15, 2015

If you think you’re too old to go back to university, think again. The latest figures from the Australian Bureau of Statistics (ABS) show that 41% of university students are aged between 25 and 64 years of age – with an additional 1% aged over 64. And while almost 57% of mature age students already […]

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Living with dementia

Published: November 14, 2014

If you are living with or caring for someone with dementia, there are no easy answers. But here are a few ideas that may help you along the way. 1.    Find a support network The first thing to remember is that you’re not alone. In Australia, there are more than 332,000 people living with dementia […]

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Aged care — more than a nursing home

Published: November 14, 2014

When weighing up your options for aged care, you need to find the right balance between your needs and financial goals. What are my options? In Australia, we’re lucky to have a wide range of aged care homes that cater to all care requirements. Many retirees choose to move to a care facility to receive […]

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Top tips for investing in property

Published: November 14, 2014

But when it comes to choosing your property, here are some things to think about first. 1.    Income vs growth capital potential A property can earn you money in two ways: as an asset that increases in value over time, and through rental income. In deciding which property is right for you, you’ll need to […]

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