News
When a member of a pensioner couple dies, the surviving partner’s Age Pension is often reduced as the single rate of pension as well as income and assets tests apply.
When moving into aged care you may be asked to disclose your financial details so that a means-tested fee can be calculated. But do you need to disclose?
Last month, the Pension Loan Scheme was essentially rebranded. It is now called the Home Equity Access Scheme (HEAS). For people of pension age, this Scheme could be an option to boost retirement income to pay for expenses like home care or aged care.
Your financial adviser is an expert in working out the financial details of how you can achieve your goals. Just as important is the regular encouragement they can provide along the way. This is a short and useful guide to get you started and plan for the year ahead, a quarter at a time.
Aged care reforms and funding issues continue to be an important topic, making awareness and planning ahead increasingly more important.
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It is everyone's responsibility to look out for elder financial abuse. This article discusses ways you can identify and report financial elder abuse.
It is everyone's responsibility to look out for elder financial abuse. This article discusses ways you can identify and report financial elder abuse.
In the recent Federal Budget, the Government proposed expanding eligibility to make downsizer contributions accessible to those age 60 and over.
It is everyone's responsibility to look out for elder financial abuse. This article discusses ways you can identify and report financial elder abuse.
The common question when it comes to retirement is ‘how much is enough?’. If only the answer was simple! Financial Planner and director of Phillips Wealth Partners shares a few tips and traps.
When you need aged care services you may be asked to contribute towards the costs, but the government makes care more affordable by paying a large portion of the care fees.