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The End of Financial Year is Coming Fast

This year, the last day of the financial year will be next Sunday. Just how quickly has the last year gone?
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I just got a confusing letter from my super fund

In May 2019, superannuation fund trustees started writing to selected members of their funds informing them the insurance cover held in their super account may be cancelled. ...
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Things retirees fear

Recently I was having coffee with a friend. While we were talking, he asked me a rather unusual question. That question was: ‘What did I think people approaching retirement, ...
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Another Federal Budget

Well, another Federal Budget has been delivered to the Australian public. On 2 April 2019, The Hon Josh Frydenberg delivered his first  Budget as Federal Treasurer. The good ...
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Time for a quick check-up

Superannuation is not something we usually give a great deal of thought to, particularly if retirement is 10 years or more away. But perhaps it is worth investing a few moments ...
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Grandchildren – yes, I am that old!

I have become a grandfather for the third time in the last week. My beautiful daughter gave birth to a very healthy 3kg boy, Edward Kyle. Very English I know - her wonderful ...
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What will 2019 hold?

As we stand on the threshold of a New Year we may be tempted to think about what the year ahead has in store. Somehow, I think that 2019 will be a big year but whether this is ...
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Downsizing - is it for you?

Over the past six months, I have been receiving a lot of calls and emails from financial planners asking about the ability of people who sell their family home to contribute ...
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The uncertainty of retirement

A couple of weeks back, I wrote about the possible changes we could see to superannuation if the ALP is elected to Government at the next Federal Election - expected to be ...
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Insurance - protecting what you have

General insurance is a “boring” subject and not a matter we have discussed much over the last few years of Realise Your Dream, however, protecting what you have is just as ...
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