News
In a rapidly evolving environment marked by shifting territory planning, aging demographics, and housing needs, the concept of "rightsizing or downsizing" is emerging as a crucial topic of discussion for numerous residents in Canberra.
The recently released Intergenerational Report highlights trends and impacts over the next 40 years and highlights the significant impact of an ageing population.
Who decides what happens to your superannuation savings when you
die?
Embracing Change and Growth. Luisa Capezio shares a personal story
According to the ACCC’s Scamwatch statistics, Australians reported a total of
$568.6 Million lost to scams in 2022, which makes for big business for scammers, and a cause for concern for all Australians.
This article discusses the financial implications of transitioning from a retirement village to a residential aged care home.
A financial checklist is an excellent tool to see how you
are progressing towards your goals and to help identify any specific areas you might need to focus on in the immediate future.
We’ve all seen media reports about ordinary Australians losing their entire
savings after responding to a phone, email or mail offer that was impossible
to resist. While some people may be naïve, scammers are also getting
smarter. although recent studies indicate that sitting too much and moving
too little can be just as bad for your health.
In this article we look at some of the ways you can offset inflation by continuing to invest, increasing your income or reducing expenses.
ESG (environmental, social, and governance) funds may attract investors with promises of higher returns, lower risks, real-world impact, or the opportunity to align their portfolios with their personal values.
It would be appropriate to conduct a review of low-income older adults living in aged care who have experienced a rise in their assets/income, as this could potentially result in them being subjected to paying higher than the advertised room rate.
Legislation passed in Parliament in late November 2022 to expand the social security principal home sale proceeds exemption, aimed at assisting retirees who are looking to downsize. The changes help reduce the impact on a retiree’s social security payment during the transition between selling and buying or building their new home.