Tag Archives: Retirement Planning

Gifting and financial generosity during coronavirus

Posted on 01. Jun, 2020 by .

Are you thinking of giving or lending money to adult children (or other family members) who are in financial hardship?  Parents are often called on to help during times of crisis. Now, with a growing number of people experiencing financial hardship as a result of the coronavirus pandemic (COVID-19), there’s an increased chance that parental […]

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Planning Your Aged Care Needs

Posted on 09. Jul, 2019 by .

The wave of older Australians will continue to grow over the coming decades. As such, we can no longer afford to ignore the issues around aged care with over 1 million retirees already accessing aged care services in Australia. Planning ahead can help to demystify aged care and reduce stress levels. With awareness and pre-planning, […]

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Would you like to retire by 40?

Posted on 01. Mar, 2019 by .

Many younger Australians are joining the Financial Independence, Retire Early (FIRE) movement. Is it right for you?  When you’re starting out in the workforce and building your career, retirement can seem like a long way away. And with the age at which you can access your super and age pension creeping up—not to mention the […]

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Your retirement questions answered

Posted on 01. Jul, 2018 by .

© AMP Life Limited. First published January 2018 If you’re wondering what you might do with your super money when you do access it, remember there will be a number of things to weigh up and look into. How can I take my super? Taking super as a lump sum A lump sum could help […]

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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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