Tag Archives: Retirement Planning

Social Security Age Pension Assets test changes in January 2017

Posted on 01. Sep, 2016 by .

You may be aware that the Age Pension assets test will change from 1 January 2017, impacting the thresholds by which the value of assets owned (excluding the family home) are based on, before you may lose your eligibility for the Age Pension. These changes are aimed at increasing the amount of people eligible for […]

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Merry Christmas from the Team at Abound

Posted on 17. Dec, 2014 by .

The Team at Abound Financial & Lifestyle Planning would like to wish you, your family and friends a Merry Christmas and a happy, safe and prosperous New Year! We’ve had a great year here at Abound and in our special Christmas video below, we introduce our new team members and share a few financial planning […]

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New Centrelink rules: affecting Government age pensions and other benefits

Posted on 25. Nov, 2014 by .

On 1 January 2015, Centrelink income test rules are changing to be less favourable for account- based pensions. However, clients who receive a Centrelink benefit and have an allocated or account-based pension in place before then will maintain their current favourable income test treatment. Do you need to take action now? If you are over […]

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The life cycle of financial planning

Posted on 17. Oct, 2011 by .

No matter what stage of life you currently find yourself in, there is a role for financial planning in order to ensure that your future, and the future of those that you care about, is well looked after. Taking care of yourself allows you more time to achieve goals that you are passionate about. Importantly, it’s never too late to start, and never too early to begin.

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Facts of Life: Keeping up with Ageing

Posted on 19. Sep, 2011 by .

Thanks in part to the prosperity and prolific creativity of the Baby Boomer generation and their fixation on living longer and maintaining their health (and their youth), we can all anticipate longer lifespans.

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To buy or not to buy? That is the question.

Posted on 21. Mar, 2011 by .

According to expert portfolio managers, two of the best times to buy equities during this investment lifetime were after the economic recoveries of 1974 and 1990. The lead-up periods to each of these recoveries were also the closest in terms of economic meltdown to what we have recently been through, and are facing now. In 1974 and 1990, after the first spurt of economic growth, growth decelerated again (as it has in this past quarter) before the economy took off again.

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Risks in Retirement – The need for Financial Planning! (Part 2)

Posted on 22. Nov, 2010 by .

As stated in my previous blog there are many risks faced by investors in retirement. The issue I want to address next is inflation. I think it is important to first understand what inflation actually is…

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Risks in Retirement – The need for Financial Planning!

Posted on 15. Nov, 2010 by .

There are many challenging issues in retirement and some of the most commonly discussed these days are longevity, inflation, volatility, emotional issues & timing. I will provide some of my thoughts around each of these issues in the next few blogs.

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Here for a Good Time… and a Long Time

Posted on 21. Mar, 2010 by .

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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