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Having your cake, and eating it too

For many, retirement is that time in life when thoughts turn to enjoying life without the drag of having to go to work to keep food on the table. As my dear colleague, Mark Teale ...
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Show me the money!

Regular readers of this blog will recall we have spoken about the ASFA[1] Retirement Standard in the past.
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What is a Granny Flat?

When we think of a granny flat the first image that comes to mind is a small self-contained structure that is an extension of a person’s home. It is large enough for one or two ...
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The “New” Government Pensions Loans Scheme – Do I Need Extra Income?

I wrote about the Pension Loans Scheme (PLS) a few years ago, but I thought it would be worthwhile to revisit the Scheme, how it operates, how it can assist either long term or ...
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Age Pension Income Test and Assets Test – what is the relationship?

I am often asked how the Age Pension Income Test and Assets Test inter-relate with each other when a person’s age pension entitlement is determined?
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Honesty is always the best policy?

This is an old saying and we hear it a lot.
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Age pension entitlement... it can be confusing

Am I receiving my correct age pension entitlement?  
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Property Investing and Age Pension…be careful?

Property investing for many Australians is an important component of their saving and retirement planning. It provides tax benefit, an income stream and hopefully over a period of ...
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Yet another review!

Back before the world was turned upside down by COVID-19, the Government announced they were implementing a review of Australia’s retirement income system.
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Aged Care costs. Can I help? Be careful (part 2)

A very quick recap on part 1.
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