Over the past six months, I have been receiving a lot of calls and emails from financial planners asking about the ability of people who sell their family home to contribute any additional sale proceeds to superannuation. This is the Government’s ‘downsizer contribution’ initiative that was introduced from 1 July...

A couple of weeks back, I wrote about the possible changes we could see to superannuation if the ALP is elected to Government at the next Federal Election – expected to be around May 2019. In terms of policy, there are certainly some differences between the government and the opposition....

General insurance is a “boring” subject and not a matter we have discussed much over the last few years of Realise Your Dream, however, protecting what you have is just as important in your retired life as it was in your working life So, here a couple of thoughts to...

General insurance is a “boring” subject and not a matter we have discussed much over the last few years of Realise Your Dream, however, protecting what you have is just as important in your retired life as it was in your working life So, here a couple of thoughts to...

Some weeks ago, I wrote a blog called ‘Is it time to apply for an age pension?’, which looked at the complexities and frustration of the application process. Some readers have asked the question – when should a person look at whether they would qualify for an age pension? For...