For Consumers

For Advisers

Connect with us

MENU
FIND AN ADVISER

News | Search

Don't Downsize Your Home Until After You Are 65 Don't Downsize Your Home Until After You Are 65 Don't Downsize Your Home Until After You Are 65

by Lynette Murray, Acton Financial Planning

Recently introduced legislation allows people aged 65 and over to make a contribution to their superannuation from the proceeds of selling their home. Lynette Murray, Platinum Adviser on Adviser Ratings, gives us the detail.

5 Steps to Reinventing Yourself And Your Finances 5 Steps to Reinventing Yourself And Your Finances 5 Steps to Reinventing Yourself And Your Finances

by Vanessa Stoykov

Everyone makes jokes about the kind of old age they want. Or dream of travelling, sleeping in, and general good times. The reality is mostly different, as people experience different life challenges, including health, and the fact that having no…

Ask an Adviser - Gifting Money and Centrelink Benefits Ask an Adviser - Gifting Money and Centrelink Benefits Ask an Adviser - Gifting Money and Centrelink Benefits

by Anne from Wantirna, VIC

Hi Team, My father wants to gift my brother & myself an equal $250k. Will this have any impact on our declared Centrelink income (currently $130k combined family income) & the childcare rebate & childcare benefit?

Will Caring For Ageing Parents Be Your Financial Crisis? Will Caring For Ageing Parents Be Your Financial Crisis? Will Caring For Ageing Parents Be Your Financial Crisis?

by Lynette Murray, Acton Advice Group

We are living increasingly longer and many older people will outlive their money. While adult children may assume the responsibility for paying for their parents’ care, this is often not something they have planned for and it can have a major impact…

Royal Commission – Learnings From The Super Hearings Royal Commission – Learnings From The Super Hearings Royal Commission – Learnings From The Super Hearings

by Adviser Ratings

Retail Super Cops a Hammering; Industry Not So Much. Last Friday, the Royal Commission finished its public hearings into the superannuation industry. Evidence over the two weeks saw a litany of failures stack up, most of which emanated from the…

The Benefits of a ‘Side Hustle’ in the Lead up to Retirement The Benefits of a ‘Side Hustle’ in the Lead up to Retirement The Benefits of a ‘Side Hustle’ in the Lead up to Retirement

by Lynette Murray, Acton Financial Planning

A ‘side hustle’ is something that you do outside your normal job that produces additional income.

Squirrel vs. Swan – What You Need to Know about Your Money Personality Squirrel vs. Swan – What You Need to Know about Your Money Personality Squirrel vs. Swan – What You Need to Know about Your Money Personality

by Lynette Murray

Our money personality can play a major role in how we value (and spend!) money; everything from going up a size one morning with your takeaway coffee, to the brand of clothing you regularly purchase and the make of car you drive. Platinum adviser…

Money Milestones For Your 50’s Money Milestones For Your 50’s Money Milestones For Your 50’s

by Lynette Murray, Acton Financial Planning

Are you turning fifty soon? If you haven’t thought about retirement yet then this is the decade where you really start to contemplate whether you will be able to afford the retirement lifestyle you dream of. Platinum adviser Lynette Murray says…

Helping Your Children Buy a Home – Financial, Practical and Emotional Considerations Helping Your Children Buy a Home – Financial, Practical and Emotional Considerations Helping Your Children Buy a Home – Financial, Practical and Emotional Considerations

by Lynette Murray, Acton Financial Planning

While interest rates might be lower than ever, breaking into the property market for young first home buyers is still out of reach for many. So, what should you consider if you are thinking about helping your adult children purchase their first home?