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Retirement

Home with people in background_sq - Alman Partners | True Wealth | Financial Planning Service | Superannuation Advisers | Investment Advice Mackay & Brisbane

Family Loans

Have you considered gifting your children assets? Steve discusses one important item that is often overlooked and how you can protect your gift.

It’s a ‘Super’ Change

Effective from 1 July 2021, a host of superannuation changes kicked off, significant among them was the increase in the minimum rate of SGC.

Great White shark in the sea at Alman Partners

The greatest risk to long-term investors today

Lurking just under the surface of the investment ocean is

Retiring? Be Confident in Your Income Source

When it comes to planning for retirement, a common question

A-strategy-to-control-reducing-taxes-768x512

How to use financial planning strategies to reduce your taxes

Did you know that when your superannuation/pension monies are passed down to your adult children upon death, that the estate can pay up to 17% in taxes on these monies?

Financial Planning – Giving Peace of Mind

Human nature calls for us to worry – this instinct goes way back to the days in which we had to protect ourselves against predators.

Investment Advice Mackay - Australian banknotes and coins scattered on a table – Financial advice for managing Australian currency, budgeting, and growing personal wealth.

It pays to plan and catch-up (your super)

Superannuation has always been a tax-friendly environment and, as such, over the years legislations have systematically reduced the amount one can contribute to super.

Downsize your home & Upsize your super

It’s the great Australian dream to own your own home. Whilst in our younger years, when it comes to buying (or upsizing) our homes, it can be seductive to “keep up with the Joneses”. Later in life, it can be just as alluring to downsize them. Lowered costs of electricity, insurances. Less maintenance. More time to go out and travel and live out your retirement dreams.

Fearing the Finish

Have you ever considered the psychological impact of moving from

The 5 Keys to Retirement Success

Almost weekly we have the pleasure of meeting with people who are embarking on planning their retirement. Invariably they are fit, happy and healthy, and looking forward to a new and exciting stage of life.