Articles
Comparing Allocated Pensions against Annuities
Generating and maintaining a long-term income is an important aspect of retirement. Commonly, most retirees find themselves deciding between the two board types of income streams: account-based pensions (formerly known as allocated pensions) and annuities. An account-based pension is an income paid to you from your superannuation fund. In recent years account-based pensions have been…
Make the most of the family home
For the majority of families, their home and superannuation will be the two most valuable investments they will own in their lifetime. Here we discuss how the family home might be utilised to potentially assist in wealth and lifestyle creation. For those that have purchased their family home, a great deal of value is often…
Market Update – September 2015
Ask most investors and they will readily tell you that since the beginning of August our local share market has experienced some volatile movements (read ‘falls’) and once again questions are being asked about the ‘safety’ of share markets. What is often ignored, arguably because ‘volatility’ carries such a negative connotation, is that volatility refers…
Social Security Frequently Asked Questions
Social security rules can sometimes be complex and difficult to source. Here we provide answers to some of the social security means testing questions frequently received by our advisers.
Legislative Threshold Update – 1 July 2015
This provides a summary of the fees and charges that apply to home care and residents of residential aged care facilities.
Compound Interest – The Eighth Wonder of the World
There is little doubt that the wonder of compound interest continues to be a force in terms of accumulating wealth even in our modern and volatile investment environment.
LifePath Financial Planning Join the Fight against MS
LifePath Financial Planning has selected the Enerflex MS Brissie to the Bay bike ride to join the fight against multiple sclerosis as our Charity of Choice in 2015.
Market Update – June 2015
Market Update: What have been the major economic events of the past few months?
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