partners for life
Posts Tagged ‘planning’
Overseas Retirement for Australians – How to Navigate New Horizons
February 21st, 2024Embarking on a new chapter in life, overseas retirement presents a unique opportunity for Australians to enjoy a newfound freedom and exploration. As Aussies leave the workforce, the allure of extended travels or even relocating abroad permanently to spend their post-career years requires a careful approach to planning, some parts of which aren’t present inread more
Using a Self-Managed Super Fund to Buy Property
February 5th, 2024You may be aware of Australians using their Self-Managed Super Fund (SMSF) to purchase property - something that has gained popularity over the years. When structured correctly, and undertaken in the right circumstances, it can be tax-effective, allow you to invest in both residential and commercial properties, and utilise your superannuation before you retire. However,read more
Aged Care Financial Advice (Part Two – Entering Residential Aged Care)
December 4th, 2023Whether for yourself or a loved one, making the decision to enter residential aged care is a significant step in life. The residential aged care system can be complex to navigate, and doing so without proper advice and planning makes it all the more difficult. In part one of this Aged Care Financial Advice series,read more
Aged Care Financial Advice (Part One – The Value of Advice)
November 17th, 2023If you’re getting older and your care needs are changing, it can be a stressful time for family and friends to help us access the support we need. On the other hand, you might be helping a parent or other elderly relative navigate the process of entering residential aged care and don’t know how toread more
Financial Advisers: Your Partners in Wealth (Part Three – Optimising Tax, Super, and Beyond)
November 1st, 2023In the first two parts of this series, we touched on the fact that the scope of a financial adviser's role has evolved beyond simply managing investments, now taking on a more holistic, comprehensive approach to serve the complex needs of clients. This evolution includes offering guidance on emotional financial decisions, like planning for Agedread more
Is it Time for a Personal Insurance Review?
September 6th, 2023When was the last time you conducted a personal insurance review? If you can’t remember, or never have, it’s been too long! Over the past few years of ups and downs – COVID, inflationary and cost of living pressures, global conflict, and more – people have naturally started thinking quite seriously about what they wouldread more
Tax Lessons Learned from the 2023 Women’s World Cup
August 22nd, 2023Just like that, the Women’s World Cup is finished! Over the past month, we’ve seen an impressive run to the semifinals from the Aussies, a few favourites knocked out early, and some intense competition on the pitch. And wouldn’t you just know it, we’ve learned a few tax-related lessons along the way! If you’re readyread more
Family Office – Growing & Protecting Significant Wealth
May 31st, 2023In our article and newsletter content here at McKinley Plowman, we often touch on the importance of managing one’s finances effectively. This typically involves getting the basics right – setting a budget, making well-informed financial decisions, engaging with an adviser, and so on. While these are relevant for just about everyone, there are additional layersread more
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