To Stay on Track, it Pays to Look Back
Financial planning is, by its nature, forward-looking. What counts is where you are now and what you do in the coming months and years. That said; there’s good reason to
December 21, 2016
Financial Coaching
More on the New Centrelink Rules as at 1 January 2017
Overview From 1 January 2017 the Centrelink assets test parameters will be rebalanced by increasing the assets test free areas and the taper rate, the rate by which a pension
December 16, 2016
What Drives the Value of our Dollar?
Importers and exporters may pay the closest attention to the value of the Aussie dollar, but movements in the exchange rate affect us all. A rising dollar makes it less
November 28, 2016
The Inflation Effect on Retirement
Without the benefit of a crystal ball, it’s impossible to determine exactly how much one person will need to meet their individual retirement needs. We often hear that we’re living
November 19, 2016
Proposed Changes About What You Can Contribute to Superannuation
As part of the 2016 Federal Budget, the government has proposed significant changes to super contribution rules. Although these changes haven’t yet become law, it’s worth understanding how the new
November 5, 2016
How the 1 January 2017 Asset Test Changes May Affect You…
There is a significant change coming to the way your Aged Pension, Disability pension or Carer’s pension is calculated with the assets test change as of the 1st of January
October 27, 2016
What Is Your Aged Care Funding Strategy?
We’re an ageing population; the media keeps reminding us, as does the government, but are we prepared for what this means? As a society? As individuals? One thing’s for sure
October 12, 2016
Lending Money to Friends or Family – Should you do it?
What would you do if a family member asked to borrow money – besides the less painful option of beating yourself over the head with a fence paling? You want
September 28, 2016
Why Does the Balance of My Super Fund Go Up and down?
If you pay close attention to the value of your superannuation fund, and if, like most people, your money is spread across the main investment classes, you would have noticed
September 26, 2016
Wealth Protection Through The Ages
Insurance plays an important role in any wealth creation and management strategy. There is little point in accumulating wealth if you don’t protect it, or yourself, from unforeseen risks that
September 9, 2016
Don’t Let Tax Creep Up On You
Australia has a progressive income tax system. This simply means that higher income earners pay a greater proportion of their income in tax than low-income earners. It is achieved by
August 12, 2016
Priority1 Feature Article in Professional Planner Magazine
New Priority1 owner and Director, Corin Jacka is featured in 24 Hours at Priority1
July 22, 2016