WHY SHARE INCOME CAN BE HIGHLY TAX-EFFECTIVE INCOME Term deposits and bonds pay predictable income at regular intervals. But the income they pay is fully taxable. Conversely, share income in Australia can be very tax effective because our ‘dividend imputation’ system means that if the company … [Read more...]
posted on July 8, 2015 by
Greek Financial Crisis 2015
The Greek financial and political crisis continues to run its course. Whilst the Greeks continue to not take responsibility for their own predicament, markets around the world have shown some volatility. Attached are two views on the current situation from Macquarie and Shane Oliver of … [Read more...]
posted on March 2, 2015 by
Edythe Wilkin
As far as I'm concerned my association (formerly with my husband Ian) has been a joint benefit. You have given me peace of mind that I can safely leave my financial matters in your hands. I have always had complete trust in your expertise and integrity and I've happily left you to get on with … [Read more...]
posted on March 2, 2015 by
Six ways the latest rate cut could affect your budget
The recent cut to official interest rates by 25 basis points (or ¼ pf 1%) down to 2.25% pa could result in the following. Cheaper Home Loans and Increase in Property Prices All four major banks have now cut their standard variable mortgage rates. On the flipside, this can mean property prices … [Read more...]
posted on January 23, 2015 by
My Aged Care Website – RAD and DAP’s Now Published
To have a look at the published prices for various Aged Care Homes, click on the link below. Then go to the Aged Care Homes tab. Click on High Level residential care. Scroll to the bottom of the page. Click on "Find an aged care home". Enter the postcode. Select Level of Care, Special needs, … [Read more...]
posted on September 30, 2014 by
Aged Care and the Value of the Family Home
For Aged Care purposes, the value of the family home is disregarded if at the time the person enters care it is occupied by: 1 the partner or a dependent child 2 a carer of the person who has occupied the home for the past 2 years continuously and was eligible to receive (not … [Read more...]
posted on August 11, 2014 by
Financial Flexibility Key to Meeting Aged Care Costs
As is often the case, those with ‘financial flexibility’ will be best placed to meet their cost of care in the most effective way. People who have a house as well as significant assets outside their home will have the choice of keeping the house (and potentially renting it out) and utilising their … [Read more...]
posted on March 14, 2014 by
Aged Care Placement Services
We are pleased to advise that we now have a referral contact within the Aged Care services industry. Mary's experience within Aged Care facilities has given her unique insight into the needs of residents, and it is apparent that she is passionate about appropriate aged care placements and … [Read more...]
posted on March 4, 2014 by
Aged Care Advice
With longer and more productive retirements, there is a high chance that help will be needed with daily living activities and/or medical care, especially at older ages. For some people this may mean accessing aged care services at home. For others it may require a move into residential … [Read more...]
posted on February 25, 2014 by
Actively Managed Equity Funds Vs Index Style Funds
An index fund is a low cost means of investing into an investment that follows an index for example an Australian Share Index Fund could mimic the ASX 200 All Ordinaries Index. There are numerous indices and an investment fund for each of these indices is probably available. There is no … [Read more...]
