The term ‘Sandwich Generation’ usually refers to people (often in middle age) who are simultaneously supporting (or caring for) both their children (or younger dependents) and their ageing parents (or […]
Sandwich Generation Pressures: How To Plan When Supporting Kids And Ageing Parents Read More »
As we age, it’s natural for our needs, and the kind of support we require, to evolve. For some, this may mean bringing more help into the home; for others, it could involve considering a move to a retirement village or residential aged care accommodation. Understanding the different pathways and how they interconnect is an important part of planning for this next stage of life.
Navigating Care Options in Later Life Read More »
Raising financially capable kids is one of the greatest gifts a parent can give. In a world of tap-and-go payments, Afterpay, and digital wallets, teaching children about money is more
Teaching Kids About Money: A Guide for Australian Families Read More »
The Federal Government has passed the Aged Care Act 2024, introducing the most significant reforms to Australia’s aged care system in over a decade. Designed to improve quality, fairness, and sustainability, these changes will affect both home care and residential aged care fees and will take effect from 1 November 2025.
Aged Care Reforms: What You Need to Know Before November 2025 Read More »
Retirement planning is rarely straightforward, and when one partner reaches Age Pension age before the other, the rules can feel even more complicated. But with the right strategies, couples can often qualify for more and make their money go further without compromising on lifestyle.
Maximising your Age Pension: How couples with an age gap can plan smarter Read More »
Retirement is not just an endpoint; it is a significant life transition that requires thoughtful planning. For many Australians, one of the most critical stages in this journey is moving from the accumulation phase, when you’re building your super, to the pension phase, when you start drawing an income from your savings.
Transitioning to Retirement: Smart Strategies to Overcome Challenges and Maximise Income Read More »
As $3.5–$5 trillion in intergenerational wealth shifts hands, learn how smart inheritance planning in WA can safeguard your legacy and avoid legal risks.
The great wealth transfer is here Read More »
The Australian Government has postponed the rollout of the new Aged Care Act, scheduled for 1 July 2025. The updated legislation will now begin on 1 November 2025.
Aged Care Reform delay: What it means for you Read More »
New aged care rules will take effect from 1 July 2025 that may add complexity in understanding aged care fees and making informed financial decisions.
5 key things to know about 2025 Aged Care rule changes Read More »
Helping their children buy a home is a goal for many parents but this generous act requires careful planning.
Helping your child buy a home – financial strategies and considerations Read More »
A digital estate plan outlines how digital assets should be managed after their death and ensures a person’s digital legacy is handled according to their wishes.
What is a digital estate plan, and should you have one? Read More »
The Aged Care Bill, tabled in Parliament on 12 September 2024, brings changes to the costs of age care from 1 July 2025.
2025 Aged Care reforms – Advice is paramount Read More »
Navigating the aged care decision-making process is not easy, especially if decisions are being made in a crisis when emotions are running high.
Aged care – the high cost of poor (or no) advice Read More »
The Australian Government is the primary funder and regulator of the aged care system in Australia.
How does aged care funding work in Australia? Read More »
The goal of aged care is to help older Australians maintain their independence and quality of life while receiving the necessary care and support.
How does aged care work in Australia? Read More »
