You - Our Client
The Need for Advice
Many people don't often know where to start and so put off making any financial life decisions, more often than not, until it is too late. Seeking advice early can help you build a financial roadmap and set you on your way to achieving your goals - whatever they may be.
With the right advice and strategies you'll be well positioned to obtaining your financial independence.
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Knowledge Centre
The Understanding Series of documents listed below provide additional information to help you understand the financial planning concepts discussed with your financial adviser
Social Security
- Understanding social security
- Age Pension
- Aged Care
- Disability Support Pension (DSP)
- DVA Service Pension
- Gifting
- Insurance bond in a private trust
- Newstart Allowance
- Pension Income and Assets Tests - Deparatment of Human Services
- Strategies to increase Department of Human Services or DVA entitlements
- Waiting periods
Superannuation
- Understanding superannuation
- Cash out and re-contribute to super
- Co-contribution
- Consolidate superannuation
- Downsizer superannuation contribution
- First home super saver scheme
- Non-concessional contributions
- Personal deductible contributions
- Salary sacrifice
- Splitting superannuation contributions
- Spouse contributions
- Superannuation