Christmas brings together families and important decisions

As we approach the end of another year many people will be looking forward to the festive season and the chance to slow down and catch up with family, particularly elderly parents. Busy lives and...

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Planning your aged care needs

The wave of older Australians will continue to grow over the coming decades. As such, we can no longer afford to ignore the issues around aged care with over 1 million retirees already accessing aged...

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Aged Care Insights Spring 2018

  The cost of aged care in retirement Planning your retirement is likely to be exciting. While it may be less fun to think about the potential for physical and cognitive decline in the later...

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The Amazing Royal Commission

“I have been astonished by the revelations of the incompetence, arrogance and venality of the boards and senior management of these institutions” Dear Client Unless you’ve been 4-wheel driving...

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Aged Care Changes in 2018 Federal Budget

  The Federal Budget has come and gone and the main take out as far as residential aged care fees are concerned is that there were no major changes. Still the same: Before listing some of the...

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They deserve nothing less

They deserve nothing less A move into residential aged care often involves major financial decisions being made under difficult circumstances. The support of an adviser who specializes in these...

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2018: A balancing act

Fidelity’s Investment Director, Tom Stevenson, shares his thoughts on investing in 2018. Most of the time investors don’t need to think too much about market timing or asset allocation. The...

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Beyond share prices

Investors shouldn’t overlook that there are two components to sharemarket returns – dividend yield and capital gains (or losses). Few investors would have missed the news reports of late...

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Power of retiree super dollars

With the waves of baby boomers now nearing or entering retirement, it is hardly surprising that the ranks of retired super members is rapidly growing. Yet the extent of that growth may surprise you. ...

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Superannuation and moving overseas

If you’re an Australian permanent resident or citizen heading overseas, your super remains subject to the same rules, even if you are leaving Australia permanently. This means your super must remain...

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