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Estate planning
‘Will my son have to pay CGT on his inheritance when I die?’
Inheriting a property AND shares is fortunate but selling them can come with a cost.
Money Expert
Geoffrey Armstrong
Retirement Income
How an Australian mortgage trust could help meet your retirement income needs
How an Australian mortgage trust could help meet your retirement income needs
Access competitive returns on an investment that’s carefully risk-managed by a trusted Australian fund manager.
Written by
Trilogy Funds
Retirement Income
‘Can a 58-year-old, full-time worker use their super to pay off a mortgage?’
‘Can a 58-year-old, full-time worker use their super to pay off a mortgage?’
Heard of unrestricted non-preserved benefits? Nope? Nor have most people, but there's a slim chance they could hold the answer.
Money Expert
Jim Kilkenny
Property
Downsizer upside: More houses sell for a profit AFTER Covid-19
Downsizer upside: More houses sell for a profit AFTER Covid-19
Aussies who sold property between June and September 2020 pocketed a combined profit of nearly $25B!
Written by
Rachael Rosel
Aged care
The differences between the CHSP and Home Care Packages explained
The differences between the CHSP and Home Care Packages explained
What they are, how you can apply for and use them and what you'll pay - it's all in here!
Money Expert
Gareth Mahon
Retirement Income
Super funds prove resilience with positive returns for 2020
Super funds prove resilience with positive returns for 2020
Experts say those who panicked when markets began to fall last March missed out of rebound opportunities.
Written by
Rachael Rosel
Retirement Income
Super or wages: Which would you have picked if you’d had the choice?
Super or wages: Which would you have picked if you’d had the choice?
The government is considering moving to a form of "opt-in" superannuation.
Written by
Rachael Rosel
News
Government’s report card on aged care spending is in…
Government’s report card on aged care spending is in…
The Productivity Commission report shows how taxpayers' money was spent in 2019-2020.
Written by
Rachael Rosel
Retirement Income
An alternative source of retirement income: Enhanced income funds explained
An alternative source of retirement income: Enhanced income funds explained
An income-focused investment with a trusted Australian fund manager might be just what you need while interest rates are at a record low.
Written by
Trilogy Funds
Retirement Income
Got nearly $1M in super and still worried about retirement? You’re not alone
Got nearly $1M in super and still worried about retirement? You’re not alone
The strange thing is, many Australians die richer than they were on the day they retired.
Written by
Rachael Rosel
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