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Including a charity in your will

It may not be a dinner party conversation and it’s quite a morbid topic, but knowing how you’re going to distribute your assets is vital. Including a charity in your will can be a wonderful way to give back. 

Lost superannuation

Keeping track of your superannuation is important for every Australian, but if you are approaching retirement age the need to get your finances in order is even timelier. 

Consolidate

Debt consolidation can be a saviour when it comes to fees and charges, but there are risks, so make sure you’re always informed. 

Give me my money back

When you purchase something or are given a present, what are your rights to a refund? And if you can’t get a refund, what about a credit note or exchange?

Abbott: Cheaper electricity, no pension tax and faster broadband retirees

Retirees can expect a reduction in electricity and gas costs for households, no increase in taxes to pension benefits as well as faster broadband under a Coalition government.

 

The cultured class

As far as asset classes go, art is one of the more fun to invest in. Even better, it has held its own of late in terms of performance. But does this make it a good fit for retired investors?

 

Transition to your retirement

What is the Australian Government’s Transition to Retirement scheme and what can it do for you? 

Phone home

Calling home when you’re overseas can become an expensive exercise. Here are some options to keep your costs down. 

 

Liquid red… or white

Love your wine? Do you fancy a glass perhaps accompanied by a cheese board and a beautiful view? Some people take this a little bit further, choosing to purchase wine as an investment.

Superannuation changes: what do they mean for you?

The Government and Opposition keep talking about changes to superannuation. But what does it all mean and how will it affect you?

 

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