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Future Financial Services Blog

by Alex McKenzie

Financial planning advice to guide you through your life stages. Financial advice for when you are looking to buy your first home, start a family or looking to retire. This blog aims to show the relevance of Superannuation, insurance and investment for everyday families.

01
April
2016

Complacency is the enemy!

people rarely review their financial products

One thing that is apparent to me on a daily basis is that most people rarely review their financial products and often have inappropriate mortgages, insurance and Superannuation policies simply because, once in place they never review the product again.

 

Financial planners should drive this process, and to some extent they do encourage people to review their financial products, but often do not chase this as hard as possible, therefore it is necessary for us ensure our product are still appropriate for us.

Written by: Alex McKenzie Categories: Future Financial Services Blog

01
April
2016

Centrelink

Gifting Rules

The Centrelink Gifting rules are a regular topic of conversation with retirees and often a bone of contention.  The application of these rules can frequently lead to confusion.

The rules themselves are fairly straightforward; you are allowed to Gift $10,000 per annum to a maximum of $30,000 over any five year period.

Written by: Alex McKenzie Categories: Future Financial Services Blog

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