Author Archives: Liam_O2U

Superannuation for the Suddenly Single

Found yourself separated and suddenly single later in life? Life often has different plans for us than we may have imagined. Life after divorce (or separation) might bring with it a whole range of new things, including the need to rediscover yourself, dipping your toe back in the dating pool (hellooo Tinder) and revisiting your plans for the future, in particular, your financial plans. An essential financial aspect to consider here is your superannuation and retirement plans to make sure you are on track and not at risk of struggling in your later years.

What Wealthy Means to Australians in 2023

The tax perks of owning an investment property are considerable, but there are downsides for those who don’t know what they’re doing. So, how exactly does our tax system treat property investors?

Own An Investment Property? The Tax Perks – And Traps – You Need To Know

The tax perks of owning an investment property are considerable, but there are downsides for those who don’t know what they’re doing. So, how exactly does our tax system treat property investors?

6 Tips For The Young Investor In Today’s Markets

This also could be a great time to dollar-cost average. “Dollar-cost averaging” is the practice of purchasing a fixed dollar amount of a particular investment on a regular basis, regardless of the share price.

Changes to the Rules for the Commonwealth Seniors Health Card

A recent announcement of higher income thresholds for the Commonwealth Seniors Health Card (CSHC) has opened the ability to make changes to older Account-Based Pension funds without losing the card. The changes to the income thresholds for the Commonwealth Seniors Health Card (CSHC) may allow people with a pre-2015 Account-Based Pension fund to change how those income streams operate without any concerns they may lose access to the card.