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For Craig Phillips, being awared the winner of the Aged Care Adviser and finalist for Aged Care Advice Program of the Year awards is validation of the commitment Phillips Wealth Partners has in delivering quality aged care advice.
Senate's inquiry launched into improving Australia's retirement system.
This year marks the final chance for eligible individuals to utilize the five-year catch-up contribution rules for concessional contributions. Trustees who initiated the scheme in its inaugural financial year of 2018–19 must now strategize their next steps.
The Reserve Bank of Australia (RBA) has opted to maintain interest rates at 4.35 per cent following its inaugural meeting of the year, prompted by a downturn in inflation towards the close of 2023.
In this article, I aim to share my key insights into the features of investment bonds and how they might be used to integrate into an effective estate planning strategy.
Second marriages may introduce additional financial complexities, particularly when balancing day-to-day expenses with implications for aged care funding.
It’s no secret that scammers are getting more sophisticated. As this is an ever-evolving space, scammers are constantly developing new ways to part you with your hard-earned cash – and they cast their net wide.
Review this checklist of ideas to run your own personal financial health check.
Whether it's tidying up your paperwork, assessing your portfolio or dealing with outstanding issues, there are plenty of practical actions you can take.
Interest rates are an important financial lever for world economies. They affect the cost of borrowing and the return on savings, and it makes them an integral part of the return on many investments. It can also affect the value of the currency, which has a further trickle-down effect on other investments.
Investing for children is not just about building a financial nest egg; it's about securing a brighter future for your loved ones. Despite the complexities and tax considerations, it can be a worthwhile journey for parents and grandparents with a vision.
Upon inheriting a property via a deceased estate, capital gains tax (CGT) will not arise until the property is subsequently sold by the beneficiary.
Exploring new horizons? These local events are aimed at individuals contemplating a move from their family home, carefully assessing their options.