26 September 2026

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Why spending more in early retirement can improve lifetime income Testamentary trusts have secured the CGT exemption Meg on SMSFs: What do we think about reversionary pensions these days?Is it time to bail on Australian stocks?How does the 4% rule stack up?

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Home / Financial Assistance

Financial Assistance

1-5 out of 5 results.

Welcome to Firstlinks Edition 597 with weekend update

6 February 2025

New figures show the cost-of-living crisis is continuing to hit workers hard, though it appears to be easing for pensioners. The Government’s problem is that people have long memories when it comes to price increases.

The link between financial and mental health

Alva Devoy
12 February 2020
1

We often focus on the implications for financial security of being unable to save enough for a comfortable retirement, but mental wellbeing is as important. Financial advice can help.

Bona fide ways to help bushfire victims

Antonia Ruffell
15 January 2020
7

Many people want to help bushfire victims but may be unsure of the best way. APS specialises in assessing charities and provides a bona fide list of causes worth supporting, with or without money.

Take care when assisting parents financially

Melanie Palmer
18 December 2015

Many children have more money than their parents ever had, but when providing financial assistance, consider all possible scenarios and document intentions to avoid pain if relationships deteriorate.

Providing financial assistance to parents

Alex Denham
29 October 2015
2

We often hear of parents providing financial assistance to their adult children, whether its buying a house, paying for education or gifting a car. But what tax-effective options are available when the situation is reversed?

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Most viewed in recent weeks

Why spending more in early retirement can improve lifetime income

Conventional wisdom encourages retirees to preserve superannuation. But if those likely to qualify for the Age Pension later in life spend a little more today, it may deliver higher lifetime income and a more stable retirement.

David Knox
2 September 2026

Testamentary trusts have secured the CGT exemption

Treasury’s latest CGT reform draft delivers a win for testamentary trusts and deceased estates, exempting estate-derived gains from the 30% floor. However, questions on death and divorce rollovers remain unresolved.

Rachael Rofe
19 August 2026

Meg on SMSFs: What do we think about reversionary pensions these days?

Reversionary pensions have long been a staple of SMSF estate planning, but are they still the best option? Meg Heffron revisits a once-clear favourite and asks whether changing super rules have shifted the balance.

Meg Heffron
26 August 2026

Is it time to bail on Australian stocks?

For generations, Australian investors have backed banks, miners and dividends. But has that loyalty come at a cost? A look at the numbers raises an uncomfortable question about where future returns will come from.

Marcus Padley
9 September 2026

How does the 4% rule stack up?

The 4% rule has long been retirement's gold standard. But after a difficult period for investors, fresh analysis suggests a more conservative approach may significantly improve the chances of making savings last.

Amy C. Arnott
26 August 2026

Testamentary trusts survived the trust tax. The drafting battle has just begun.

The fight over testamentary trusts looked settled. Then the draft legislation arrived. Hidden in a technical detail is a question that could force many families to rethink wills they thought were already future-proof.

Rachael Rofe
16 September 2026

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