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Apparently, there is an election coming up!

By now I would imagine that most readers are tiring of the up-coming election. The media is having a field day reporting on every waking moment in the lives of our key politicians ...
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Is Transition to Retirement Still Viable?

As many readers will be aware, legally getting access to superannuation before retirement can be rather difficult. But, back in 2005 things were made just a little easier.
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Change is not a dirty word!

We are often told change is constant, and I think that we all recognize that this is a fact of life. This constant change is, I am sure, the reason why we are sometimes tired, a ...
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Pensioners living in million-dollar homes!

As many readers will be aware, the family home is exempt from means testing for Social Security benefits, including the age pension. But this hasn’t always been the case.
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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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Happy New Year 2019

I have been back at work for just over a week and I’ve enjoyed my Christmas New Year break immensely. In fact, probably a little too much as it did take all week to adjust my mind ...
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Older Australians and their housing dilemma

As we approach another Christmas, perhaps it is time to reflect on those members of our community that are doing it tough. Sadly, the number of older Australians affected by ...
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Dealing with the unexpected

Life has a habit of throwing us a curve ball every now and then – something unexpected appears out of the blue and we have to deal with it. Mark recently wrote about his ...
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How expensive is retirement?

Regular readers will know that we often refer to the costs of living in retirement published by the Association of Superannuation Funds of Australia and known as the ASFA ...
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Superannuation death benefits - do you know where yours will go?

Unfortunately, this blog is not a happy one. But it covers a very important subject. Over recent weeks I have had what seems an abnormal number of questions from advisers ...
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