partners for life
Posts Tagged ‘retirement planning’
Older Australians: Where are they spending their money?
May 6th, 2019As life moves forward, it is important to be more mindful of where our money goes, and how we allocate our spending. This is particularly relevant at retirement, as our regular source of income can change from wages to a pension. Recent statistics released by the Australian Bureau of Statistics outlines the spending habits ofread more
Private Companies and Discretionary Trusts – How can these Affect your Retirement?
November 12th, 2018Discretionary trusts and private companies are used extensively by small and medium sized business owners and families, and have been proven to provide tax effective strategies during business and working lives. However, there are implications in retirement around means testing, including for pensions and fees for aged care. Case Study In a recent case, aread more
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