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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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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.
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Are you on F.I.R.E.?

This is probably not a very sensitive title for a blog, given the very vivid memories of the bushfires that devastated many parts of Australia this time last year. However, this ...
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COVID Crunch time

Back in March 2020 when the coronavirus pandemic first came to Australian shores and the country went into lockdown, the Federal Government introduced a generous economic stimulus ...
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Maximising non-concessional super contributions

One question that comes across my desk on an almost daily basis is “how much can my client contribute to super?”
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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 - a subject we avoid...

My mum has been a resident of an aged care home for two years. I have watched the nightly reports of the deaths in aged care with a great deal of concern and fear. I know my mum ...
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Getting things in order

I spend my days working closely with financial advisers as they help their clients get their affairs into some sort of order.
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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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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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