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Educational Seminar: New aged care costs & Estate planning as capacity changes, 7 May 2025
For everyday Australians with money in super, this push into US markets could mean stronger, more diversified returns in the long run. The US remains a global economic powerhouse, and increased exposure to high-quality assets and businesses could enhance the growth and security of retirement savings.
Investors should remember: market corrections are normal; deep bear markets are rare without a recession; selling in downturns locks in losses; downturns create buying opportunities; shares still provide attractive income; and tuning out market noise is key to long-term success.
Market volatility is a reality every investor faces. The ups and downs can be unsettling, and it’s natural to feel uneasy when markets take a dip. But history has shown that those who stay the course and remain invested tend to achieve better long-term financial outcomes than those who react emotionally to short-term fluctuations.
On 1 January 2025, the maximum RAD (or its equivalent daily accommodation payment) that can be charged without approval from the Independent Health and Aged Care Provider Association (IHACPA) increased to $750,000. For families navigating aged care, understanding these costs is crucial. In my latest article, I break down what a RAD is, how it's changing, and what it means for those entering residential aged care.
The rise of artificial intelligence is set to redefine the way we interact with technology, with AI-powered "agents" poised to take over many tasks once handled by apps and even personal assistants.
Market volatility is an inherent part of investing. Prices fluctuate due to economic changes, geopolitical events, and investor sentiment. Feb 2025.
Understanding the roots of procrastination and adopting effective strategies can empower you to overcome this habit and unlock your full potential.
People typically associate the new year with hope — a time for fulfilling plans, whether those are financial, personal or professional.
The past year is finally over and you can now look forward to what the new year has in store. While it’s also possible things won’t be so different from the last, you still need to plan for the year ahead. Why?
Losing a family member or loved one is one of life’s most challenging experiences.
Managing the legal, financial and administrative responsibilities of a deceased estate can feel overwhelming amid the grief and loss
This year, we’ve experienced loss and gain—farewells to loved ones and warm welcomes to new faces in our lives. The festive season is a wonderful time to pause, reconnect, and savour the joy of each other’s company.
Holistic Adviser of the Year. This award recognises an individual who provides clients with a wide range of advice services across professional disciplines, including investment and risk advice, SMSF, tax and accounting, legal and estate planning, and mortgage and credit advice.