GeneralDefining a comfortable retirement
Aaron Steer, 04 Oct 2022A 'Comfortable' retirement means different things to different people. So what do the experts say is an appropriate level of annual income for a 'comfortable' retirement and what does that even mean?
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Who will your Super be left to?
Aaron Steer, 28 Jul 2022It is important to ensure that if you pass away, your superannuation savings end up with the right beneficiary.
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Retirement Income – What you NEED and what you WANT!
Aaron Steer, 08 Jul 2022When discussing ongoing income needs in retirement with clients, we look at two very different and very important areas - NEEDS and WANTS.
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Federal Election 2022 – What Could This Mean For You?
Aaron Steer, 26 May 2022Where do things stand following the Federal Election, what’s next, and how could these proposals impact you? Below is a summary of some of the key announcements to date, and the opportunities which may exist.
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Quarterly Market Outlook Report – June ’22
Collective, 24 May 2022Our research partners at Innova Asset Management look at the June Quarter and provide some insight into how we are positioning our portfolios.
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Super Opportunities Coming Your Way in 2022
Aaron Steer, 17 Mar 2022Get ready people! There are a raft of new opportunities coming your way in 2022 and they are ‘SUPER’!!! The Federal Government has announced a range of changes to legislation that will present plenty of opportunities for Australians to contribute more of their money to the ‘tax-haven’ of super.
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Navigating Separation and Super
Aaron Steer, 03 Mar 2022The divorce rate has been falling over the last 20 years, however, the divorce rates in couples who have been married for 20 years or longer, is increasing...
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