
- 14 April, 2021
Something helpful from the Government
I often receive enquiries from financial advisers asking where they can access reliable information in relation to their client’s superannuation dealings. As a starting point, it is unlikely that anyone can access information about another person’s financial arrangements without having, at the very least, that person’s authority to access their...
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- 07 April, 2021
Honesty is always the best policy?
This is an old saying and we hear it a lot. What does it really mean? Is it that the truth will always come out? By lying you are only 39;buying time' and it will probably be worse when it's revealed that you lied? So, what is the relevance of...
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- 31 March, 2021
Stereotyping Retirement (Income)
One of the dangers in life is the tendency to stereotype people, money, and the more esoteric things that make up our lives. We see a dishevelled person in our neighbourhood pushing a shopping trolley with what appears to be their worldly possessions, and we assume they are homeless. This...
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- 24 March, 2021
Age pension entitlement... it can be confusing
Am I receiving my correct age pension entitlement? It is a question that is often asked. Unfortunately, it is not always fully explained by the correspondence from Centrelink or Veterans Affairs. Why am I talking about this issue now? On 20 March 2021 last Saturday – the Age and Service...
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- 17 March, 2021
How much is my super really worth?
If you are like me, you are vitally interested in what your super is worth. And you may even be tempted to check your account balance on a regular basis, perhaps weekly or even daily. Depending on whether the balance has gone up or down in value since we last...
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- 10 March, 2021
Aged Care Royal Commission - what can we expect?
In October 2018, the government established a Royal Commission to examine the state of Aged Care in Australia. After receiving more than 10,500 submissions and listening to testimony from 640 witnesses, the two Commissioners Tony Pagone QC and Lynelle Briggs AO delivered their final report, Care, Dignity and Respect to the government...
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