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Beware of Pension Pressure

Changes to the pension assets test that came into force on January 1 have resulted in some retirees losing some, or all, of their pension entitlements. The big question now is whether the tighter assets test will encourage people to change the way they plan and behave in the years leading up to retirement to [...]

By | February 10, 2017|

Interest rates on the rise

Australia’s cash rate remains at 1.5 per cent but there are signs that we may have reached the bottom of the rate cycle. The major banks have already begun lifting home loan rates and this trend looks set to continue as mortgage funding sourced from overseas becomes more expensive. Donald Trump’s election victory also marked [...]

By | January 23, 2017|

Super gets a makeover

The Turnbull Government’s revision of the Superannuation reforms have now been legislated. Retirement savers will need to ensure they are swimming between the new flags from 1 July 2017. New $1.6 million limit on tax-free super One of the major reforms is the introduction of an indexed $1.6 million limit on the total amount of [...]

By | January 20, 2017|