When joint accounts don’t mean joint accounts – a potential road block when your partner dies When reviewing own finances, I found that all of my wife, Jayne’s and my bank accounts are in my name – even though some of the accounts appear to be in joint names and one has her name on…

Below is a link to the latest TFLG newsletter!

Over the last 2 weeks, we have held seminars for clients and their friends at Sherwood RSL and Geebung/Zillmere Services and Memorial club with a presentation on Aged Care and Aged Care Strategies following the major changes to the rules from 1st July this year. Aged Care is always an emotional topic – and, since…

Are you aged 55 or over but not yet ready to stop working? If you’re 55 years old or more, a Transition to Retirement strategy will allow you to access your superannuation benefits as an income stream while continuing to work. With this strategy, you’ll have two accounts: A superannuation account – your future employer…

It’s time to start talking about growing old. A very large proportion of us will enter retirement over the next 10 to 15 years. This ageing of the population is a cause for celebration. A longer life is something we’ve all worked towards for years. But, both as a nation and individually, we will enjoy…

This is a very good article that our good friend Peter Stewart of Benchmark Consultants has put together that appeared in The West Australian (Money Section) earlier this week. HTTP://BENCHMARKCONSULTANTS.FILES.WORDPRESS.COM/2014/04/AN-AGE-OF-HOUSIN…

Age affects the very best of us and one day your loved ones may require a level of care that you and your family are unable to provide. When this time comes, moving that loved one into an aged care facility may become our only option. Hard enough as a decision on its own, we…

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