Archive for 'LifeStyle Planning'

Super Health

Posted on08. Sep, 2011 by .

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Thanks to better health and treatment for disease, we are all living longer and as a result will have many more years in retirement which means we need more savings and more superannuation.

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Fabulous 50s: fighting fit, having fun, facing the future

Posted on08. Sep, 2011 by .

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Life in your 50s can be great. You have made a dent in that huge mortgage, the kids have probably grown up and are not dependent on you, your career may be at its peak, so what is next financially?

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Get Healthy and Save

Posted on05. Sep, 2011 by .

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In Australia, we’re lucky enough to have one of the best lifestyles in the world. There’s no reason for Australians to be out of shape. But sadly, the most common killers in Australia have been heart disease and cancer.

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Tax and children’s investments

Posted on11. Jan, 2011 by .

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Every parent, and grandparent for that matter, wants the best for their children, so if you are in a position to invest money specifically for your children’s future, you should follow the same approach as if you were investing for yourself.

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Time Is On Your Side

Posted on27. Sep, 2010 by .

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Remember the old adage ‘time heals all wounds’?

We don’t always think of it in relation to investing but by taking a long-term approach we allow our investments to recover from the downswings that are a natural part of any investment cycle, and reap the rewards of the inevitable upswings.

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Why Urbanisation Matters For Investors

Posted on20. Sep, 2010 by .

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In the next two decades, the entire US population will move into China’s cities. Alright, not the US population, per se. But 350 million Chinese will leave behind their rural life in a move expected to provide a massive impetus to China’s urban economy.

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Gain a snapshot of your current financial situation with our NEW FACTS online tool!

Posted on21. Mar, 2010 by .

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Named by BRW Magazine as one of the top 100 Web 2 Applications, FACTS online is a powerful and easy-to-use system. This award winning system [...]

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Here for a Good Time… and a Long Time

Posted on21. Mar, 2010 by .

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There is an expression that is common amongst many “thrill seeking” younger people… “I am here for a good time, not a long time.” However as we grow and assume more responsibilities [...]

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Investment Strategies for a new decade

Posted on21. Mar, 2010 by .

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Following the events of 2008 and 2009, many investors have understandably shied away from the sharemarket. However, don’t let the experience of the past eighteen months keep you from achieving your goal of financial security; you can move forward following the worst of crisis. [...]

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Salary Sacrificing to Super

Posted on15. Feb, 2010 by .

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Salary sacrificing into super boosts retirement savings in a tax-effective manner. This is because salary sacrifice contributions to super are taxed at a maximum rate of 15%. You benefit if your marginal tax rate is more than 15%, and this applies to most people. [...]

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