The proposed changes to the Centrelink Age Pension announced in last years' federal budget are now law, and will take effect from 1 January 2017. Two significant changes will be imposed, these may be good and bad news for Age Pensioners. It’s important to review these changes and understand how … [Read more...]
posted on April 22, 2016 by
Meet our new staff member – Diane
We are pleased to welcome a new staff member to our team. Some of you may have already had dealings with her. Don't forget Cath Parr is still on board and can usually assist with your queries. Diane Becker Diane joined us in December 2015 (on a part time basis) and has been working in the … [Read more...]
posted on April 22, 2016 by
Insurers – not always doing the right thing
When you take out an insurance policy you hope you never have to make a claim, but if you do, you expect that your claim will be paid. Unfortunately, the recent revelation regarding some of CommInsure’s claims payment practices, as exposed on 4 Corners on Monday 7th March, went a long … [Read more...]
posted on April 22, 2016 by
Breaching your mortgage – how to stay safe….
Many of our clients have enjoyed the services of One10, to whom we refer clients for their financing needs. We have been working with Paul Degatesbury and Selmina Agonovic from One10 for nearly 10 years now and they have always looked after our clients. Please contact us if you require assistance … [Read more...]
posted on December 23, 2015 by
Who sets the price? Tips for working out the value of you home when selling
When it comes to the value of our home, we all have our own idea as to what it should sell for and what we believe its value to be. Our emotional tie and perceived value of our property generally relates to the amount of money we’ve invested in it, the memories we’ve created in it and the amount of … [Read more...]
posted on December 23, 2015 by
5 Things to remember during volatile markets
In recent months the media has been abuzz with headlines of stock market volatility, global market chaos and threats of financial doom and gloom. Rarely a day goes by without someone providing their two cents worth on how investors should act during times of market turbulence. Seeing these headlines … [Read more...]
posted on September 17, 2015 by
How to write a budget and stick to it!
We've all done it – spent hours writing a complicated budget that will finally rein in those pesky finances. Perhaps there will be a few weeks of following through on good intentions, before slipping right back into old habits. But should it really be that hard to write – and stick to – a realistic … [Read more...]
posted on September 17, 2015 by
Over 50’s want to work longer…
According to a research involving 500 people, conducted by the Commonwealth Bank and Financial Services Council, around 72% of people over 50 are happy to stay in the workforce longer and 61% state financial security as the major reason. The findings come after the survey was prompted by the … [Read more...]
posted on September 17, 2015 by
Stepathlon – we’re getting fitter by the day!
On 2nd September, Stephen, Anne, Cath and Chris, along with other office staff have undertaken a 100 Day Race, called Stepathlon. We have to walk 10,000 steps per day for two months. This equates to 6.5km per day minimum. Stephen and Chris have been getting up each morning and heading straight … [Read more...]
posted on September 17, 2015 by
End of Year Distributions from Managed Funds &Trusts within WRAP
Ever wondered how distributions affect unit prices or why there may be end of financial year delays to unit prices and transactions? We answer some common distribution questions and outline what to expect: What is a distribution? A distribution is a profit earned by a managed fund and paid to … [Read more...]
