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27 June 2022
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The majority of people who contest a will in court or by mediation succeed in changes being made. Is this unfair or do family members have an entitlement to ‘family money’ at the expense of the deceased’s wishes?
Downsizing seems the rational and ethical thing to do if you’re an empty nester rattling around in a big house. But Australians seem to have an aversion to downsizing, with wide policy implications.
With years in retirement increasing and the tendency of modern retirees to be fitter and healthier, we find there's more to life than sitting back and watching the world go by. In fact, it's almost impossible.
Retirement often receives bad press, but whether or not you enjoy this life phase usually depends on the choices created. It's a nuanced and diverse experience and many welcome the sudden freedom.
On 1 July 1992, the Superannuation Guarantee created mandatory 3% contributions into super for employees. SMSFs were an after-thought but they are now the second-largest segment. How have they changed?
What was bothering markets in 2006? Try the end of cheap money, bond yields rising, high energy prices and record high commodity prices feeding inflation. Who says these are 'unprecedented' times? It's 2006 v 2022.
The end of the 2022 financial year is fast approaching and there are choices available to ensure you pay the right amount of tax. Watch for some pandemic-related changes worth understanding.
With 62% of Australians aged 65 and over relying at least partially on the age pension, are they better off owning their home or renting? There is an extra pension asset allowance for those not owning a home.
Given the current environment it’s easy to wonder if there are any safe ports in the investment storm. Investments in infrastructure assets show their worth in such times.
Whether you are appointing an attorney or have been appointed as an attorney, the full extent of this legal framework should be understood as more people will need to act in this capacity in future.
One of the major questions confronting investors is the portfolio weighting towards Australian banks in an environment of rising rates. Do the recent price falls represent value or are too many bad debts coming?