News - Pre-Retirees & Retirees
SMSF Investment Strategy Chaos: What are they and how do they effect you?
October 2019 - by Wakefield Partners
What is an Investment Strategy? An investment strategy provides you and other trustees with a framework for making investment decisions. When...
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’. ...
Are you financially prepared for retirement?
October 2019 - by Wakefield Partners
Transitioning from working life to retirement can be an exhausting and nerve racking time. With so many aspects to consider many people...
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...
Preservation age – When can I access my super?
October 2019 - by Wakefield Partners
1 July 2015 represents more than just the start of a new financial year! As most financial advisers would know a...
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...
“I’ll come and see you when I’ve got money to invest!”
October 2019 - by Scott Keeley
I’ve lost count of the times I have heard “I’ll come and see you when I’ve got money to invest”. The...
Spring Cleaning?! Have You Resolved To Get Your Finances In Order?
October 2019 - by Wakefield Partners
With the changing of the seasons comes the time to open the windows, wash all the linens and clear out the...
Don’t ‘Set and Forget’ your Life Insurance
October 2019 - by Scott Keeley
Most people understand the need for life insurance. Our industry often uses the analogy that people would never consider backing their...
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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