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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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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 the ...
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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 emotional ...
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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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