News - Aged Care
State of Play – Everything’s Rosy Again! Should’ve Loaded Up In March!
November 2020 - by Lynette Anderson
2020 is rapidly coming to a close, and for many, it has been a year to forget. Everyone has their own...
Get Some Advice! – Estate Planning
November 2020 - by Elise Marcus
Often we are asked questions about protecting assets and ensuring that proceeds of an estate go to the right family members....
Win a Night for 2 at the Oval Hotel!
November 2020 - by Wakefield Partners
Wakefield Partners is running a FREE competition, just in time for Christmas! You can win a night for 2 at the...
Common Myths about Aged Care Fees
June 2020 - by Scott Keeley
What a minefield the aged care sector can be for families who are considering this for a loved one! There is...
I’m Only Allowed To Give Away $10,000!
April 2020 - by Scott Keeley
Whether it is to reduce Aged Care Fees, or to increase Centrelink/DVA Pension payments, inevitably gifting will be considered. With a...
Getting more out of your pension!
October 2019 - by Scott Keeley
Many people find their way to our website by searching using keywords such as ‘maximising age pension’ or ‘increasing centrelink payments’. ...
Estate Planning is more than just a Will
October 2019 - by Lynette Anderson
It is never too soon to begin the Estate Planning process. It is much more than simply making a Will. Estate...
Changes to the Centrelink Pension Income Test
October 2019 - by Wakefield Partners
From 20th September 2009, a number of changes will occur to the Income Test used to determine the rate of pensions...
“The Devil is in the Detail” – Changes to the Age Pension Asset Test to come into effect 1st of January 2017
October 2019 - by Wakefield Partners
Earlier this year, legislation to tighten the Age Pension Asset Test passed through the senate. At first glance, it would appear...
“I don’t need financial planning advice”
October 2019 - by Scott Keeley
We all need financial planning advice. Don’t let this happen to your family! My sister in law passed away a number...
Age Pension – The real basics
October 2019 - by Scott Keeley
As a financial adviser with a background working at Centrelink, it’s natural that I specialise in providing advice to retirees regarding...
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