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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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Age Care Costs. Can I help? Be careful.

I have discussed Aged Care costs in several Realise Your Dream articles, but questions on funding the entry and ongoing costs still do arise.
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Age Pension - will there be an increase?

On 20 March and 20 September of each year, the age pension rates are increased.
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Getting things in order - part 2

Recently I wrote an article  about how superannuation benefits are handled when a member of a superannuation fund dies. I undertook to write a follow up article that considers ...
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Aged Care – what a difference $5,000 can make?

A person’s aged care costs are generally based on their income and their assets.
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Aged Care – it’s complicated. And emotional.

It is not unique story and I am sure happens on a regular basis. I would like to tell you this story as it highlights the complexities of aged care and the financial and ...
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Minimum pension payments

If you have an account-based pension, or an allocated pension as they were called before 1 July 2007, you will be familiar with the need to draw a prescribed minimum level of ...
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Account based pensions and the age pension

Last week I was asked if the rate of Centrelink or Department of Veterans’ Affairs age pension would increase if the amount being paid from an account-based pension reduced?
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Age pension - time for you to review?

It is the middle of May and the end of the financial year is fast approaching.  Now, as we are always told, is a good time to review your financial position and no, I am not ...
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