Category Archives: Newsletter

Centrelink benefits – Just the Age Pension?

Centrelink benefits – Just the Age Pension? Many clients are aware that the Age Pension can provide a stable portion of an individual or couples retirement income. For some, it becomes the primary source of retirement income. However, to some, more beneficial are the additional benefits that are received as a result of becoming eligible for […]

Understanding Managed Funds

Managed Funds

Managed Funds are professionally managed investment portfolios that individuals can buy into. This can provide an individual with access diversification across different asset classes, companies, industries, sectors and countries in an easy to manage, cost effective manner. Different Managed Funds will focus on different underlying investments allowing us to tailor a portfolio to focus on […]

Making the transition to retirement

Making the transition to retirement. Transition to Retirement (TTR) strategies were designed to assist Australians move into retirement, without fully retiring from the workforce. Helping Australians remain in the workforce for longer, it enables an eligible person to begin drawing a pension from their superannuation assets. This can enable a reduction in work hours, such […]