Financial Planning, Investment & Insurance Solutions

  • 2021/22 FWP Budget Review

    2021/22 FWP Budget Review

    The first post COVID budget has been released and while the numbers are slightly better than what was previously expected, it wasn’t a budget where the reins were pulled. Given the spending, Labor must be wondering what to do with themselves. On a surface level, the LNP are seemingly occupying more of what is often marketed as Labor’s bigger spending space. Where this leaves Labor ideologically, as the LNP projects budget deficits for years with net debt pushing $1 trillion dollars, who knows? With an early election supposedly coming up off the back off this budget, there is plenty of…

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  • The Greys of Ethical Awareness

    The Greys of Ethical Awareness

    You’re out walking with your dog near a railway track. Behind you there’s a rumbling noise. Thundering down the track is a trolley, looking up ahead you can see the trolley is headed for a bridge with five workers on it. They will either be run over or jump to certain death. Beside you is a large switch. If you pull the switch, you will divert the trolley to a second track and another bridge. Only this bridge has a single worker on it who would face the same fate as the other workers. What do you do? Pull the…

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  • 2018 FWP Federal Budget Overview

    2018 FWP Federal Budget Overview

    Last night’s federal budget stood out on a tax perspective and there were a couple of other positives to be found. Importantly, we’ve just clocked two consecutive budgets without major superannuation meddling. And the super changes we did get were positive. Pensioners The Pension Loans Scheme will be opened to all Australians over 65, including full rate pensioners and self-funded retirees, so they can boost their retirement income by up to $11,799 for a single and $17,800 for a couple without impacting on their eligibility for the pension or other benefits. Essentially a reverse mortgage, anyone over the retirement age can…

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  • 2017 Federal Budget Review

    2017 Federal Budget Review

    Last night’s budget was notable for its lack of major superannuation meddling for once. So, in the absence of any truly significant changes, we’ve pulled out the key points for you to consider.Pensioners Older Australians who lost their pensioner concession card by the pension assets test change introduced this year – you will be getting them back. The Government will make a one-off Energy Assistance Payment of $75 for single recipients and $125 per couple for those eligible for pension payments on 20 June 2017 and who reside in Australia. The payment will be automatically paid in the week commencing…

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  • Seniors Expo 2017 Dubbo

    Seniors Expo 2017 Dubbo

    The Dubbo Neighbourhood Centre are hosting the Seniors Expo for 2017. It will be held at the Dubbo RSL Auditorium on 8 March 2017 from 9am. Foundation Wealth Planners amongst other local services will have a stall and some presentations. Seniors Expo flyer [rt_social_media_icons]

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