by Andrew O'Neil | Sep 30, 2022 | financial planning
This short video will provide you with explanations of how the assets and income test works so you can use them to work in with your scenario. There are guides to the age pension amounts and the limits used in the calculation of the and the assets and income test...
by Andrew O'Neil | Sep 16, 2022 | financial planning
Age Pension ? Will i get any ? how much will i get ? When can i apply ? These are all very common questions people have when they first come and see a financial planner. Unfortunately the system is complicated for people with assets between $300,000 and $880,000....
by Andrew O'Neil | Aug 18, 2022 | financial planning
Did you know the government made superannuation changes on 1 July 2022 relating to contributions ? You can now make non concessional contributions (Where you do not claim a tax concession) after age 67 without having to meet a work test. This is a great rule change as...
by Andrew O'Neil | Aug 18, 2022 | financial planning
Where can I find a financial planner, how do I know if they are any good. What sort of benefits can I expect out of the process?These are all important questions. What you need to do before you engage a financial planner is think about what it is that you are trying...
by Andrew O'Neil | Aug 18, 2022 | financial planning
Do you know what age pension benefits you are entitled too ? Are you interested in strategies to increase your age pension benefits ? If you are on a reduced age pension we could assist you to get more. With your cost of living rising and after a bad year in...